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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
2501
DSN
D. Scott Neal
Kentucky
$0 -$341K 0 – Closed
2502
ESCM
Echo Street Capital Management
New York
$0 -$1.41M 0 – Closed
2503
EFMH
E Fund Management (HK)
Hong Kong
$0 -$648K 0 – Closed
2504
EA
Emerald Advisors
Washington
$0 -$508K 0 – Closed
2505
EH
Employers Holdings
Nevada
$0 -$583K 0 – Closed
2506
ECM
Engine Capital Management
New York
$0 -$5.52M 0 – Closed
2507
EWP
Engrave Wealth Partners
Texas
$0 -$159K 0 – Closed
2508
FPC
Falcon Point Capital
California
$0 -$232K 0 – Closed
2509
FM
Family Management
New York
$0 -$230K 0 – Closed
2510
FWM
Filbrandt Wealth Management
Wisconsin
$0 -$30K 0 – Closed
2511
FCB
First Command Bank
Texas
$0 -$153K 1 0% Reduced
2512
FCFS
First Command Financial Services
Texas
$0 -$153K 1 0% Reduced
2513
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$1.02M 0 – Closed
2514
FG
Formula Growth
Quebec, Canada
$0 -$4.21M 0 – Closed
2515
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$0 -$355K 0 – Closed
2516
FI
Fosun International
China
$0 -$530K 0 – Closed
2517
FFS
Founders Financial Securities
Maryland
$0 -$1.62M 0 – Closed
2518
FRM
Fox Run Management
Connecticut
$0 -$255K 0 – Closed
2519
G
Gainplan
Michigan
$0 -$540K 0 – Closed
2520
GCM
Glaxis Capital Management
Florida
$0 -$537K 0 – Closed
2521
GGPE
Golden Gate Private Equity
California
$0 -$4.46M 0 – Closed
2522
GAM
Griffin Asset Management
New York
$0 -$482K 0 – Closed
2523
GI
GS Investments
Minnesota
$0 -$1.65M 0 – Closed
2524
GAM
GVO Asset Management
Switzerland
$0 -$19.4M 0 – Closed
2525
Hamlin Capital Management
Hamlin Capital Management
New York
$0 -$53.9M 0 – Closed