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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
2451
Eclectic Associates
Eclectic Associates
California
$415K +$17.3K 1 0.34% Increased
2452
Financial Planning & Information Services
Financial Planning & Information Services
Wisconsin
$415K +$24.9K 1 0.13% Increased
2453
Vigilant Capital Management
Vigilant Capital Management
Maine
$414K -$85.4K 4 0.04% Reduced
2454
WNY Asset Management
WNY Asset Management
New York
$413K -$30.9K 1 0.16% Reduced
2455
AL
Arnhold LLC
New York
$412K -$1.15M 1 0.05% Reduced
2456
CPA
Clear Perspective Advisors
Illinois
$412K +$465K 1 0.16% New
2457
G
Gainplan
Michigan
$412K +$463K 1 0.18% New
2458
Harvey Investment Company
Harvey Investment Company
Kentucky
$411K +$380K 1 0.06% New
2459
PRC
Pearl River Capital
Michigan
$411K +$89.6K 2 0.13% Increased
2460
Souders Financial Advisors
Souders Financial Advisors
Ohio
$411K -$24.9K 1 0.16% Reduced
2461
Schnieders Capital Management
Schnieders Capital Management
California
$409K -$92.6K 1 0.12% Reduced
2462
CGL
Clarius Group LLC
Washington
$407K -$6.13M 1 0.04% Reduced
2463
HFA
High Falls Advisors
New York
$407K -$37.7K 1 0.12% Reduced
2464
Affinity Wealth Management
Affinity Wealth Management
Delaware
$406K +$37.7K 1 0.08% Increased
2465
BCA
Bray Capital Advisors
Florida
$405K $0 1 0.11% Maintained
2466
Cornerstone Advisory
Cornerstone Advisory
Maryland
$405K -$3.01K 1 0.08% Reduced
2467
Bridgewater Advisors
Bridgewater Advisors
New York
$404K +$340K 1 0.2% New
2468
3F
360 Financial
Minnesota
$402K +$486K 1 0.23% New
2469
EPWM
Essex Private Wealth Management
Massachusetts
$402K -$3.01K 1 0.38% Reduced
2470
JFS Wealth Advisors
JFS Wealth Advisors
Pennsylvania
$402K -$562 5 0.08% Reduced
2471
JCM
JS Capital Management
New York
$401K +$452K 1 0.02% New
2472
PIC
Platt Investment Counsel
Florida
$401K $0 1 0.36% Maintained
2473
Scharf Investments
Scharf Investments
California
$401K +$452K 1 0.01% New
2474
Hills Bank & Trust
Hills Bank & Trust
Iowa
$400K -$25.8K 1 0.06% Reduced
2475
NWS
Newport Wealth Strategies
California
$400K +$21.8K 1 0.25% Increased