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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
SL
Savior LLC
Massachusetts
$146K +$35.4K 6 0.17% Increased
2352
TI
tru Independence
Oregon
$146K -$293K 2 0.04% Reduced
2353
LF
Lee Financial
Texas
$145K +$10.6K 3 0.04% Increased
2354
1IA
1834 Investment Advisors
Wisconsin
$144K +$13.7K 2 0.02% Increased
2355
APC
Aspire Private Capital
North Carolina
$143K +$2.99K 2 0.06% Increased
2356
KFS
Kelly Financial Services
Massachusetts
$141K +$13.8K 3 0.1% Increased
2357
BHWM
Bay Harbor Wealth Management
Maryland
$138K -$19.1K 2 0.07% Reduced
2358
CAL
Capital Advisors Ltd
Ohio
$137K $0 4 0.03% Maintained
2359
DAM
Deltec Asset Management
New York
$137K -$375K 1 0.02% Reduced
2360
KTC
Kistler-Tiffany Companies
Pennsylvania
$137K +$84.9K 6 0.04% Increased
2361
HWM
HighMark Wealth Management
Minnesota
$136K +$1.42K 2 0.12% Increased
2362
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$136K -$61.1M 3 0% Reduced
2363
NICM
Neo Ivy Capital Management
New York
$134K +$97.4K 2 0.14% Increased
2364
CCA
Column Capital Advisors
Indiana
$131K -$27.4K 4 0.04% Reduced
2365
AW
Avion Wealth
Texas
$129K +$17.7K 1 0.04% Increased
2366
MAWCM
Mine & Arao Wealth Creation & Management
California
$129K $0 1 0.11% Maintained
2367
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$129K +$106K 1 0.07% New
2368
SFA
Semmax Financial Advisors
North Carolina
$129K $0 1 0.06% Maintained
2369
GFPC
Global Financial Private Client
Florida
$118K +$3.54K 2 0.1% Increased
2370
CHC
City Holding Co
West Virginia
$117K +$11.8K 5 0.03% Increased
2371
SCM
Silvant Capital Management
Georgia
$110K $0 1 0.02% Maintained
2372
CPA
Cowen Prime Advisors
New York
$106K -$262K 1 0.05% Reduced
2373
FNBOSM
First National Bank of South Miami
Florida
$103K +$63.8K 2 0.1% Increased
2374
EIP
Ellis Investment Partners
Pennsylvania
$101K +$587 2 0.04% Increased
2375
PIA
Powell Investment Advisors
Florida
$100K +$103K 1 0.09% New