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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
2976
GC
GMT Capital
Georgia
$0 -$7.41M 0 – Closed
2977
GF
Goodman Financial
Texas
$0 -$5.65M 0 – Closed
2978
Harris Associates
Harris Associates
Illinois
$0 -$23.8M 0 – Closed
2979
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$7.77M 0 – Closed
2980
HR
Hayden Royal
North Carolina
$0 -$595K 0 – Closed
2981
Horizon Investments
Horizon Investments
North Carolina
$0 -$1.49M 0 – Closed
2982
IEQ Capital
IEQ Capital
California
$0 -$1.66M 0 – Closed
2983
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$5.25M 0 – Closed
2984
IAMOG
Investors Asset Management of Georgia
Georgia
$0 -$2.36M 0 – Closed
2985
IR
Invictus RG
Bermuda
$0 -$7K 0 – Closed
2986
IM
Islet Management
New York
$0 -$8.78M 0 – Closed
2987
IDBONY
Israel Discount Bank of New York
New York
$0 -$233K 0 – Closed
2988
JAFL
Jay A. Fishman Ltd
Michigan
$0 -$281K 0 – Closed
2989
JC
JBF Capital
Colorado
$0 -$77K 0 – Closed
2990
JGC
J. Goldman & Co
New York
$0 -$3.9M 0 – Closed
2991
KPF
K2 Principal Fund
Ontario, Canada
$0 -$19.9M 0 – Closed
2992
Karpus Investment Management
Karpus Investment Management
New York
$0 -$8.57M 0 – Closed
2993
KLWA
Kelly Lawrence W & Associates
California
$0 -$31K 0 – Closed
2994
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$0 -$578K 0 – Closed
2995
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$2.19M 0 – Closed
2996
MCM
Makena Capital Management
California
$0 -$837K 0 – Closed
2997
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$1.26M 0 – Closed
2998
MC
Martin Currie
United Kingdom
$0 -$10.5M 0 – Closed
2999
MCM
Maytus Capital Management
New York
$0 -$1.82M 0 – Closed
3000
MTCM
Mint Tower Capital Management
Netherlands
$0 -$509K 0 – Closed