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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
2276
IA
Independence Advisors
Pennsylvania
$218K +$180K 1 0.05% New
2277
SIM
Stratos Investment Management
Ohio
$218K -$35.5K 1 0.08% Reduced
2278
BMC
Benin Management Corp
Connecticut
$217K +$179K 1 0.1% New
2279
MDCM
Morgan Dempsey Capital Management
Wisconsin
$216K -$15.3K 4 0.08% Reduced
2280
PFWA
Paces Ferry Wealth Advisors
Georgia
$216K +$191K 5 0.19% New
2281
SCA
Sage Capital Advisors
South Dakota
$216K +$179K 1 0.13% New
2282
Check Capital Management
Check Capital Management
California
$215K +$177K 1 0.01% New
2283
CMBA
C.M. Bidwell & Associates
Hawaii
$215K +$178K 1 0.2% Increased
2284
LGWM
Litman Gregory Wealth Management
California
$215K -$53.1K 1 0.04% Reduced
2285
MFW
Meristem Family Wealth
Minnesota
$215K +$177K 1 0.06% New
2286
PS
Portfolio Solutions
Michigan
$215K +$177K 1 0.03% New
2287
SMH
Sanders Morris Harris
Texas
$215K +$177K 1 0.06% New
2288
SNT
Security National Trust
West Virginia
$215K -$36.7K 2 0.06% Reduced
2289
SCM
SOL Capital Management
Maryland
$215K +$177K 1 0.06% New
2290
VCM
Vision Capital Management
Oregon
$215K +$177K 1 0.05% New
2291
W
WealthOne
New York
$215K +$177K 1 0.12% New
2292
ACA
Ackerman Capital Advisors
Texas
$214K +$205K 1 0.06% New
2293
JSC
Jackson Square Capital
California
$214K +$143K 1 0.09% Increased
2294
SSG
Summit Securities Group
New York
$214K +$205K 1 0.02% New
2295
TGAM
TBH Global Asset Management
Tennessee
$214K +$177K 1 0.07% New
2296
LA
Legacy Advisors
Pennsylvania
$212K +$175K 1 0.14% New
2297
PGIM
Pacific Global Investment Management
California
$212K +$175K 1 0.06% New
2298
SFA
Souders Financial Advisors
Ohio
$212K +$183K 1 0.1% New
2299
TIA
Traphagen Investment Advisors
New Jersey
$211K +$174K 1 0.04% New
2300
HR
Howe & Rusling
New York
$211K +$86.4K 7 0.04% Increased