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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
2401
LAS
Lloyd Advisory Services
Georgia
$62K +$17K 1 0.04% Increased
2402
PCM
Perritt Capital Management
Illinois
$62K -$56.9K 1 0.05% Reduced
2403
FP
Fiduciary Planning
Florida
$60K +$55K 2 0.1% New
2404
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K $0 2 0.02% Maintained
2405
GG
Gleason Group
Kentucky
$57K +$391 1 0.03% Increased
2406
VAIA
Virtus Alternative Investment Advisers
Connecticut
$56K +$1.52K 2 1.03% Increased
2407
RBC
Roble Belko & Company
Pennsylvania
$55K -$40.5K 2 0.02% Reduced
2408
MFT
Moisand Fitzgerald Tamayo
Florida
$52K +$42.9K 1 0.03% New
2409
TC
Truvestments Capital
Florida
$52K -$68K 2 0.05% Reduced
2410
CPW
Catalyst Private Wealth
California
$51K +$47.5K 2 0.05% New
2411
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$51K $0 1 0.08% Maintained
2412
PO
Private Ocean
California
$51K -$367K 1 0.01% Reduced
2413
LOIM
Liberty One Investment Management
Illinois
$50K +$21.9K 1 0.01% Increased
2414
IF
Ironwood Financial
Arizona
$49K +$17.7K 2 0.02% Increased
2415
CAM
Costello Asset Management
Pennsylvania
$45K +$14.2K 2 0.04% Increased
2416
DTIM
Danda Trouve Investment Management
Kansas
$43K -$17.7K 1 0.06% Reduced
2417
PGAM
Princeton Global Asset Management
New Jersey
$43K -$21K 3 0.02% Reduced
2418
RWM
Raffa Wealth Management
District of Columbia
$42.6K -$12.5K 7 0.02% Reduced
2419
GJL
Gendell Jeffrey L
$42K -$4.75M 1 0.01% Reduced
2420
VRM
Vectors Research Management
New York
$42K +$190K 2 0.02% Increased
2421
CWAF
Core Wealth Advisors (Florida)
Florida
$41K $0 1 0.04% Maintained
2422
Harding Loevner
Harding Loevner
New Jersey
$41K $0 1 0% Maintained
2423
JWM
Janiczek Wealth Management
Colorado
$41K +$26.7K 4 0.02% Increased
2424
SFG
Sowa Financial Group
Rhode Island
$41K -$3K 1 0.03% Reduced
2425
JWA
JFS Wealth Advisors
Pennsylvania
$39K -$2.48K 2 0.01% Reduced