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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
2226
BCM
Beck Capital Management
Texas
$237K +$196K 1 0.13% New
2227
EP
EPIQ Partners
Minnesota
$237K -$1.96M 1 0.18% Reduced
2228
OR
Olympiad Research
Connecticut
$237K -$400K 1 0.12% Reduced
2229
FEM
Fulcrum Equity Management
Texas
$236K -$192K 1 0.11% Reduced
2230
LOPW
Live Oak Private Wealth
North Carolina
$236K +$195K 1 0.08% New
2231
MIC
Means Investment Company
Maine
$236K +$880 1 0.06% Increased
2232
AMM
American Money Management
California
$234K +$193K 1 0.11% New
2233
IFG
Investors Financial Group
Minnesota
$234K +$193K 1 0.18% New
2234
WWM
WJ Wealth Management
Arizona
$234K -$197K 1 0.76% Reduced
2235
AO
Advisor OS
Illinois
$233K +$192K 1 0.1% New
2236
IDBONY
Israel Discount Bank of New York
New York
$233K +$205K 1 0.15% New
2237
RWM
Reston Wealth Management
Virginia
$233K +$193K 1 0.15% New
2238
RFO
RiverGlades Family Offices
Florida
$233K $0 1 0.22% Maintained
2239
Vaughan David Investments
Vaughan David Investments
Illinois
$233K +$192K 1 0.01% New
2240
EWM
EPG Wealth Management
Georgia
$232K +$191K 1 0.17% New
2241
SCA
Sippican Capital Advisors
Massachusetts
$232K +$191K 1 0.29% New
2242
SFWC
Strategic Family Wealth Counselors
New Jersey
$232K +$191K 1 0.13% New
2243
BA
Ballast Advisors
Minnesota
$230K +$190K 1 0.14% New
2244
HC
HNP Capital
New York
$230K +$190K 1 0.08% New
2245
Mather Group
Mather Group
Illinois
$230K -$95.8K 1 0.01% Reduced
2246
MFG
MidWestOne Financial Group
Iowa
$230K +$190K 1 0.08% New
2247
PCM
Pointe Capital Management
Michigan
$230K $0 1 0.2% Maintained
2248
RGC
Roberts, Glore & Co
Illinois
$229K +$190K 1 0.08% New
2249
BCP
Blackhawk Capital Partners
Wisconsin
$228K +$74.7K 1 0.21% New
2250
SWM
Sculati Wealth Management
Michigan
$228K +$188K 1 0.17% New