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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
2326
SP
Stonebrook Private
Michigan
$6.41M +$146K 3 1.17% Increased
2327
VEA
Virtus ETF Advisers
New York
$6.4M -$2.87M 8 2.46% Reduced
2328
MW
Maia Wealth
Colorado
$6.4M +$1.13M 2 0.94% Increased
2329
BEAM
Baker Ellis Asset Management
Washington
$6.4M +$178K 3 0.66% Increased
2330
FWP
Forefront Wealth Partners
Texas
$6.39M +$276K 4 1.98% Increased
2331
LWM
Liberty Wealth Management
California
$6.38M $0 4 0.8% Maintained
2332
MIA
MainStreet Investment Advisors
Illinois
$6.38M +$280K 2 0.87% Increased
2333
SLC
Second Line Capital
Louisiana
$6.38M -$4.46M 3 1.19% Reduced
2334
CCP
Cunning Capital Partners
North Carolina
$6.36M $0 1 2.57% Maintained
2335
SC
Sawyer & Company
Massachusetts
$6.34M +$839K 5 2.13% Increased
2336
OFS
Orrstown Financial Services
Pennsylvania
$6.34M -$138K 4 0.94% Reduced
2337
SEP
Signature Equity Partners
Ohio
$6.34M +$923K 14 2.91% Increased
2338
RMC
Ring Mountain Capital
California
$6.34M +$11 3 2.66% Increased
2339
MBTD
Mechanics Bank - Trust Department
California
$6.32M +$78.9K 3 0.78% Increased
2340
CGH
CMG Global Holdings
Texas
$6.31M -$36.6K 2 2.68% Reduced
2341
VC
Veracity Capital
Georgia
$6.31M +$1.91M 5 1.7% Increased
2342
CWA
Consilium Wealth Advisory
Texas
$6.31M +$119K 4 1.87% Increased
2343
AHIA
Andrew Hill Investment Advisors
Florida
$6.31M -$196K 2 4.68% Reduced
2344
BWP
Burling Wealth Partners
Illinois
$6.31M +$552K 2 0.92% Increased
2345
PMA
Prudent Man Advisors
Illinois
$6.3M +$1.36M 4 1.44% Increased
2346
CCM
Collar Capital Management
Wisconsin
$6.3M +$15.1K 1 3.71% Increased
2347
NIWA
New Insight Wealth Advisors
California
$6.3M -$417K 1 1.86% Reduced
2348
EIP
Easterly Investment Partners
Massachusetts
$6.29M +$3.2M 2 0.32% Increased
2349
Plancorp LLC
Plancorp LLC
Missouri
$6.28M +$286K 3 0.15% Increased
2350
HCCM
Hudson Canyon Capital Management
New York
$6.27M -$202K 2 3.35% Reduced