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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

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3026	RCM Rivernorth Capital Management West Palm Beach, Florida	$0	-$2.18M	0	–	Closed
3027	RA Rovida Advisors Fort Lauderdale, Florida	$0	-$38.6M	0	–	Closed
3028	SRCM Sage Rock Capital Management New York	$0	-$3.94M	0	–	Closed
3029	Samlyn Capital New York	$0	-$882K	0	–	Closed
3030	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$0	-$228K	0	–	Closed
3031	SCM SCW Capital Management Dallas, Texas	$0	-$3.07M	0	–	Closed
3032	SAM Serengeti Asset Management New York	$0	-$1.8M	0	–	Closed
3033	SCM SG Capital Management Chicago, Illinois	$0	-$2.17M	0	–	Closed
3034	SCM Shaolin Capital Management Miami, Florida	$0	-$6.06M	0	–	Closed
3035	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$743K	0	–	Closed
3036	SCM Soros Capital Management New York	$0	-$14.4M	0	–	Closed
3037	SSC Syverson Strege & Co West Des Moines, Iowa	$0	+$21	1	0%	New
3038	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$1.8M	0	–	Closed
3039	TC Teilinger Capital Houston, Texas	$0	-$22M	0	–	Closed
3040	TMC Trellus Management Company Delray Beach, Florida	$0	-$501K	0	–	Closed
3041	Trian Fund Management New York	$0	-$103M	0	–	Closed
3042	VIM Veritas Investment Management London, United Kingdom	$0	-$17K	0	–	Closed
3043	VCP Vista Capital Partners Portland, Oregon	$0	-$465K	0	–	Closed
3044	WIC Water Island Capital New York	$0	-$352K	0	–	Closed
3045	Waverly Advisors Birmingham, Alabama	$0	-$362K	0	–	Closed
3046	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$11M	0	–	Closed
3047	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$0	-$1.2M	0	–	Closed
3048	WWM WJ Wealth Management Glendale, Arizona	$0	-$234K	0	–	Closed
3049	WRBC W.R. Berkley Corp Greenwich, Connecticut	$0	-$1.93M	0	–	Closed
3050	WAM WT Asset Management Hong Kong	$0	-$16.1M	0	–	Closed