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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
3101
MD Financial Management
MD Financial Management
Ontario, Canada
$0 -$1.65M 0 – Closed
3102
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$0 -$18K 0 – Closed
3103
MCL
MIK Capital LP
New York
$0 -$1.81M 0 – Closed
3104
MPAM
Monarch Partners Asset Management
Massachusetts
$0 -$6.91M 0 – Closed
3105
NEIRG
New England Investment & Retirement Group
Massachusetts
$0 -$245K 0 – Closed
3106
NL
NKCFO LLC
Illinois
$0 -$908K 0 – Closed
3107
NRCM
Northern Right Capital Management
Connecticut
$0 -$172K 0 – Closed
3108
NIC
Northwest Investment Counselors
Oregon
$0 -$35K 0 – Closed
3109
NIM
NuWave Investment Management
New Jersey
$0 -$689K 0 – Closed
3110
PGIM
Pacific Global Investment Management
California
$0 -$367K 0 – Closed
3111
PM
Parametrica Management
Hong Kong
$0 -$1.76M 0 – Closed
3112
PFM
Peak Financial Management
Massachusetts
$0 -$225K 0 – Closed
3113
Phoenix Financial
Phoenix Financial
Israel
$0 -$2.19M 0 – Closed
3114
PAM
Pinpoint Asset Management
Hong Kong
$0 -$5.68M 0 – Closed
3115
PCM
Pinz Capital Management
New York
$0 -$4.65M 0 – Closed
3116
PointState Capital
PointState Capital
New York
$0 -$8.39M 0 – Closed
3117
PSC
Prentiss Smith & Co
Vermont
$0 -$204K 0 – Closed
3118
QC
QCM Cayman
Texas
$0 -$76K 0 – Closed
3119
QVR
QVR
California
$0 -$1.95K 0 – Closed
3120
RWM
RBA Wealth Management
California
$0 -$25.5K 0 – Closed
3121
RCM
Regency Capital Management
Hawaii
$0 -$17K 0 – Closed
3122
RCA
Reitz Capital Advisors
Michigan
$0 -$227K 0 – Closed
3123
RF
Robbins Farley
New Hampshire
$0 -$7K 0 – Closed
3124
RBFC
Roman Butler Fullerton & Co
Missouri
$0 -$201K 0 – Closed
3125
RIA
RP Investment Advisors
Ontario, Canada
$0 -$12.6M 0 – Closed