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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
3601
GGI
Godsey & Gibb Inc
Virginia
$0 -$531K 0 – Closed
3602
GSAM
Grant Street Asset Management
Pennsylvania
$0 -$580K 0 – Closed
3603
GLLW
Graves Light Lenhart Wealth
Virginia
$0 -$223K 0 – Closed
3604
GCMG
Gyroscope Capital Management Group
Florida
$0 -$6.73M 0 – Closed
3605
HT
HAP Trading
New York
$0 -$1.55M 0 – Closed
3606
HJMC
Hellman Jordan Management Company
Massachusetts
$0 -$202K 0 – Closed
3607
HFS
Heritage Financial Services
Massachusetts
$0 -$96K 0 – Closed
3608
HIM
HGC Investment Management
Ontario, Canada
$0 -$856K 0 – Closed
3609
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$0 -$284K 0 – Closed
3610
II
Ibex Investors
Colorado
$0 -$251K 0 – Closed
3611
IA
Icon Advisers
Colorado
$0 -$1.42M 0 – Closed
3612
ICM
Infini Capital Management
Hong Kong
$0 -$1.01M 0 – Closed
3613
IIL
Insight Inv LLC
California
$0 -$4K 0 – Closed
3614
ICM
Invenomic Capital Management
Massachusetts
$0 -$1.94M 0 – Closed
3615
JCIA
Jackson Creek Investment Advisors
Colorado
$0 -$970K 0 – Closed
3616
JHP
James Hambro & Partners
United Kingdom
$0 -$225K 0 – Closed
3617
JGC
J. Goldman & Co
New York
$0 -$7.13M 0 – Closed
3618
KPF
K2 Principal Fund
Ontario, Canada
$0 -$52M 0 – Closed
3619
KM
Kalos Management
Georgia
$0 -$258K 0 – Closed
3620
KL
KGH Ltd
Bahamas
$0 -$2.17M 0 – Closed
3621
KC
Kryger Capital
United Kingdom
$0 -$2.4M 0 – Closed
3622
LC
Legacy CG
Texas
$0 -$2.36M 0 – Closed
3623
MIHAS
Maj Invest Holding A/S
Denmark
$0 -$221K 0 – Closed
3624
MLIC
Mandatum Life Insurance Company
Finland
$0 -$206K 0 – Closed
3625
MAM
Marketfield Asset Management
New York
$0 -$2.24M 0 – Closed