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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
2426
DCU
Dara Capital US
Florida
$5.87M +$2.06M 6 4.05% Increased
2427
ALA
Atlas Legacy Advisors
California
$5.87M +$1.02M 4 0.87% Increased
2428
SCS Capital Management
SCS Capital Management
Massachusetts
$5.87M +$654K 4 0.06% Increased
2429
BSC
Brown Shipley & Co
United Kingdom
$5.86M -$103K 1 3.04% Reduced
2430
FPL
Fortress Private Ledger
North Carolina
$5.86M +$272K 6 1.59% Increased
2431
CWM
Challenger Wealth Management
California
$5.86M -$187K 2 4.31% Reduced
2432
BWM
Benson Wealth Management
Tennessee
$5.85M +$1.55M 6 5.89% Increased
2433
GSC
G&S Capital
Colorado
$5.84M +$2.87M 3 1.69% Increased
2434
OWG
Oxford Wealth Group
Florida
$5.84M +$501K 2 2.61% Increased
2435
FWP
Falcon Wealth Planning
California
$5.84M -$223K 3 0.37% Reduced
2436
CH
Cromwell Holdings
Wyoming
$5.84M +$695K 12 2.62% Increased
2437
HIMS
Hager Investment Management Services
New Hampshire
$5.83M -$649K 6 2.68% Reduced
2438
SCM
Sage Capital Management
New Jersey
$5.83M +$2.17M 4 2.28% Increased
2439
CWIG
Chung Wu Investment Group
Texas
$5.82M +$91.1K 3 3.83% Increased
2440
RSA
River Street Advisors
Illinois
$5.81M +$312K 5 1.71% Increased
2441
Twin Tree Management
Twin Tree Management
Texas
$5.81M +$1.95M 2 0.11% Increased
2442
KV
Kickstand Ventures
New York
$5.8M -$357K 2 1.05% Reduced
2443
BONH
Bank of New Hampshire
New Hampshire
$5.8M +$58.7K 6 1.21% Increased
2444
CL
CIM LLC
New York
$5.79M +$3.8M 5 0.75% Increased
2445
AA
Armis Advisers
Georgia
$5.78M +$125K 6 0.53% Increased
2446
GCM
Gibraltar Capital Management
Oklahoma
$5.78M +$78.7K 1 0.89% Increased
2447
ADL
Asset Dedication LLC
California
$5.77M +$60.3K 8 0.36% Increased
2448
GSIAS
Garden State Investment Advisory Services
New Jersey
$5.77M +$357K 5 1.04% Increased
2449
GS
GWN Securities
Florida
$5.77M -$259K 6 0.96% Reduced
2450
GCA
Gradient Capital Advisors
California
$5.77M +$26K 2 1.34% Increased