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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
DCM
Dimension Capital Management
Florida
$702K -$66.4K 1 0.14% Reduced
2327
AWM
Avondale Wealth Management
Texas
$698K -$212K 1 0.68% Reduced
2328
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$693K $0 1 0.02% Maintained
2329
FRA
Frank Rimerman Advisors
California
$691K +$53K 1 0.27% Increased
2330
LF
LifeSteps Financial
California
$690K -$42.4K 1 0.53% Reduced
2331
WB
Webster Bank
Connecticut
$689K +$213K 4 0.08% Increased
2332
IP
Innovative Portfolios
Indiana
$688K +$24.2K 2 1.6% Increased
2333
JWM
Jupiter Wealth Management
Colorado
$687K $0 1 0.32% Maintained
2334
SA
SRH Advisors
Kansas
$687K $0 2 0.84% Maintained
2335
First Merchants Corp
First Merchants Corp
Indiana
$686K -$24.7K 1 0.04% Reduced
2336
BHWM
Bar Harbor Wealth Management
New Hampshire
$685K +$203K 2 0.06% Increased
2337
BBP
Banco BTG Pactual
Brazil
$684K +$459K 2 0.27% Increased
2338
RDWM
Red Door Wealth Management
Tennessee
$684K -$54.7K 1 0.26% Reduced
2339
VAM
Verity Asset Management
North Carolina
$684K +$386K 2 0.44% Increased
2340
PWMG
Prestige Wealth Management Group
New Jersey
$682K +$280K 6 0.17% Increased
2341
WA
Winfield Associates
Ohio
$681K -$2.4K 2 0.25% Reduced
2342
IIC
Integrated Investment Consultants
Michigan
$680K +$81.7K 2 0.2% Increased
2343
MWM
MinichMacGregor Wealth Management
New York
$680K +$71.3K 1 0.23% Increased
2344
HIC
Harvey Investment Company
Kentucky
$677K +$78K 1 0.09% Increased
2345
NG
Northstar Group
New York
$674K +$8.47K 1 0.18% Increased
2346
SCM
Southport Capital Management
Tennessee
$674K -$112K 1 0.27% Reduced
2347
VCM
Versant Capital Management
Arizona
$672K -$7.86K 10 0.24% Reduced
2348
HT
HAP Trading
New York
$668K -$5.44M 1 0.02% Reduced
2349
MIA
MainStreet Investment Advisors
Illinois
$665K -$47.3K 1 0.06% Reduced
2350
EWA
Evolution Wealth Advisors
Florida
$664K -$19.5K 2 0.14% Reduced