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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2201
WDL
Well Done LLC
Michigan
$254K $0 1 0.07% Maintained
2202
1832 Asset Management
1832 Asset Management
Ontario, Canada
$253K +$27.6K 2 0% Increased
2203
FPIS
Financial Planning & Information Services
Wisconsin
$253K +$209K 1 0.1% New
2204
OPA
Old Port Advisors
Maine
$253K +$222K 1 0.12% New
2205
PPW
Pasadena Private Wealth
California
$253K +$209K 1 0.1% New
2206
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$252K +$222K 1 0.01% New
2207
GLLW
Graves Light Lenhart Wealth
Virginia
$252K +$510 1 0.06% Increased
2208
EWM
Executive Wealth Management
Michigan
$251K +$208K 1 0.03% New
2209
NCM
Northside Capital Management
Oregon
$251K $0 1 0.08% Maintained
2210
LC
Landaas & Company
Wisconsin
$250K +$1.07K 1 0.19% Increased
2211
MWM
MinichMacGregor Wealth Management
New York
$249K +$206K 1 0.12% New
2212
CA
Cornerstone Advisory
Maryland
$247K +$204K 1 0.06% New
2213
TC
Trust Company
Kansas
$247K +$19.8K 2 0.21% Increased
2214
CWM
Centric Wealth Management
Illinois
$246K -$1.41M 1 0.19% Reduced
2215
MRCM
M&R Capital Management
New Jersey
$245K $0 3 0.06% Maintained
2216
ZCA
Zeke Capital Advisors
Pennsylvania
$245K +$202K 1 0.03% New
2217
BAS
Brown Advisory Securities
Maryland
$243K +$233K 1 0.05% New
2218
GAM
Garrison Asset Management
Arkansas
$243K -$1.79K 1 0.13% Reduced
2219
BO
BRR OpCo
Ohio
$242K +$200K 1 0.04% New
2220
MGAM
McGowan Group Asset Management
Texas
$242K +$184K 1 0.05% New
2221
PFA
Paradigm Financial Advisors
Missouri
$242K +$200K 1 0.07% New
2222
SC
Saybrook Capital
North Carolina
$242K +$200K 1 0.09% New
2223
ST
Somerset Trust
Pennsylvania
$242K $0 1 0.12% Maintained
2224
GA
GFS Advisors
Texas
$241K +$198K 1 0.07% New
2225
SSW
Smith Shellnut Wilson
Mississippi
$238K +$197K 1 0.09% New