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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
2351
PFS
Physicians Financial Services
North Carolina
$6.26M -$10.1K 3 1.56% Reduced
2352
WG
Wealth Group
North Carolina
$6.26M +$2.98M 3 1.56% Increased
2353
MHS
M Holdings Securities
Oregon
$6.26M -$10.9M 1 0.86% Reduced
2354
MMG
Monetary Management Group
Missouri
$6.26M +$798K 3 1.29% Increased
2355
4A
4D Advisors
California
$6.25M -$4.54M 1 2.4% Reduced
2356
WWM
Waterway Wealth Management
Texas
$6.25M -$2.04M 4 1.28% Reduced
2357
FNB
Farmers National Bank
Kentucky
$6.24M +$924K 1 1.3% Increased
2358
SIG
Sky Investment Group
Connecticut
$6.24M +$75.9K 2 0.98% Increased
2359
SCI
Stableford Capital II
Arizona
$6.24M +$1.34M 4 2.16% Increased
2360
BFA
Beacon Financial Advisory
Ohio
$6.22M +$458K 5 1.22% Increased
2361
GPWA
Gaddis Premier Wealth Advisors
Oklahoma
$6.22M +$289K 1 3.78% Increased
2362
OWCM
One Wealth Capital Management
Arizona
$6.21M +$3.03M 3 1.75% Increased
2363
CFO
CVA Family Office
Colorado
$6.21M +$305K 18 0.56% Increased
2364
OPWM
Oxinas Partners Wealth Management
Indiana
$6.19M +$217K 1 2.44% Increased
2365
FAG
Fortitude Advisory Group
Washington
$6.18M -$795K 5 2.36% Reduced
2366
FFA
First Foundation Advisors
California
$6.17M +$288K 3 0.22% Increased
2367
RBFC
Roman Butler Fullerton & Co
Missouri
$6.17M -$5.78M 3 1.47% Reduced
2368
CP
Capital Planning
Washington
$6.16M -$68.4K 1 1.8% Reduced
2369
Kestra Investment Management
Kestra Investment Management
Texas
$6.16M +$943K 5 0.12% Increased
2370
HOWA
Heritage Oak Wealth Advisors
Florida
$6.16M +$2.26M 4 1.81% Increased
2371
JIC
Joel Isaacson & Co
New York
$6.16M +$447K 4 0.18% Increased
2372
LA
LM Advisors
California
$6.15M +$3.4M 3 0.71% Increased
2373
TFGT
TS Financial Group (TSFG)
Illinois
$6.15M +$325K 7 0.77% Increased
2374
TWM
TRB Wealth Management
Texas
$6.15M -$1.68M 4 0.82% Reduced
2375
SLG
Stanley-Laman Group
Pennsylvania
$6.14M +$27.4K 5 0.62% Increased