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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
3001
BC
Barnett & Company
Tennessee
$0 -$29K 0 – Closed
3002
BHWM
Bay Harbor Wealth Management
Maryland
$0 -$143K 0 – Closed
3003
BBHBI
B, B, H, & B Inc
Alabama
$0 -$36K 0 – Closed
3004
BP
BBR Partners
New York
$0 -$459K 0 – Closed
3005
BC
Beaconlight Capital
New York
$0 -$5.2M 0 – Closed
3006
BB
Bell Bank
North Dakota
$0 -$1.26M 0 – Closed
3007
B
Bellecapital
Switzerland
$0 -$440K 0 – Closed
3008
BC
Belmont Capital
California
$0 -$1.44M 0 – Closed
3009
BCM
Beryl Capital Management
California
$0 -$6.73M 0 – Closed
3010
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$0 -$303K 0 – Closed
3011
BSG
Black Swift Group
Colorado
$0 -$7.53K 0 – Closed
3012
BI
Blooom Inc
Kansas
$0 -$248K 0 – Closed
3013
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$1.11M 0 – Closed
3014
BIM
Bogle Investment Management
Massachusetts
$0 -$726K 0 – Closed
3015
BAM
Brave Asset Management
New Jersey
$0 -$342K 0 – Closed
3016
BCM
Breiter Capital Management
Florida
$0 -$543K 0 – Closed
3017
BCM
Brigade Capital Management
New York
$0 -$1.14M 0 – Closed
3018
Brookfield Corp
Brookfield Corp
Ontario, Canada
$0 -$2.07M 0 – Closed
3019
BWA
Burt Wealth Advisors
Maryland
$0 -$9K 0 – Closed
3020
CFA
Camarda Financial Advisors
Florida
$0 -$736K 0 – Closed
3021
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$744K 0 – Closed
3022
CCM
Candlestick Capital Management
Connecticut
$0 -$6.75M 0 – Closed
3023
CICI
Capital Investment Counsel Inc
North Carolina
$0 -$370K 0 – Closed
3024
CP
Capital Planning
Washington
$0 -$5.94M 0 – Closed
3025
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$139K 0 – Closed