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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	% of Portfolio	Status
3701	PFC Poplar Forest Capital Pasadena, California	$0	-$1.59M	–	Closed
3702	PWM Prentice Wealth Management Rochester, New York	$0	-$106K	–	Closed
3703	PWAC Private Wealth Advisors (California) Fresno, California	$0	-$705K	–	Closed
3704	PAM PVG Asset Management Golden, Colorado	$0	-$123K	–	Closed
3705	QVR San Francisco, California	$0	-$359K	–	Closed
3706	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$394K	–	Closed
3707	RTL Red Tortoise LLC Atlanta, Georgia	$0	-$25K	–	Closed
3708	RCA Reitz Capital Advisors Freeland, Michigan	$0	-$217K	–	Closed
3709	RA Resolute Advisors San Francisco, California	$0	-$151K	–	Closed
3710	RGI River Global Investors London, United Kingdom	$0	-$1.89M	–	Closed
3711	River Road Asset Management Louisville, Kentucky	$0	-$7.79M	–	Closed
3712	Robeco Schweiz Zurich, Switzerland	$0	-$5.53M	–	Closed
3713	RVM Robinson Value Management San Antonio, Texas	$0	-$6K	–	Closed
3714	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$0	-$231K	–	Closed
3715	Samlyn Capital New York	$0	-$1.82M	–	Closed
3716	SRC Samson Rock Capital London, United Kingdom	$0	-$852K	–	Closed
3717	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$1.34M	–	Closed
3718	SM Southport Management Wilson, Wyoming	$0	-$500K	–	Closed
3719	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$0	-$5.16M	–	Closed
3720	Sumitomo Mitsui Financial Group Tokyo, Japan	$0	-$2.47M	–	Closed
3721	SWRP Summit Wealth & Retirement Planning San Ramon, California	$0	-$287K	–	Closed
3722	SCP Syntal Capital Partners Midland, Texas	$0	-$250K	–	Closed
3723	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$0	-$1.07M	–	Closed
3724	TWP TFO Wealth Partners Maumee, Ohio	$0	-$3K	–	Closed
3725	Third Point New York	$0	-$14.8M	–	Closed