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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
3751
PCMC
Paragon Capital Management (Colorado)
Colorado
$0 -$262K 0 – Closed
3752
PL
Parthenon LLC
Kentucky
$0 -$207K 0 – Closed
3753
PIP
Peachtree Investment Partners
Florida
$0 -$556K 0 – Closed
3754
PDN
Pensionfund DSM Netherlands
Netherlands
$0 -$13.5M 0 – Closed
3755
PIP
Permian Investment Partners
Texas
$0 -$916K 0 – Closed
3756
PTC
Petrus Trust Company
Texas
$0 -$232K 0 – Closed
3757
PCM
Pinnbrook Capital Management
New York
$0 -$6.17M 0 – Closed
3758
POIA
Pin Oak Investment Advisors
Texas
$0 -$4K 0 – Closed
3759
PFA
Plotkin Financial Advisors
Maryland
$0 -$264K 0 – Closed
3760
PGCM
Prescott Group Capital Management
Oklahoma
$0 -$5.58M 0 – Closed
3761
QC
QCM Cayman
Texas
$0 -$635K 0 – Closed
3762
QGA
Q Global Advisors
Texas
$0 -$1.66M 0 – Closed
3763
RCM
Ratan Capital Management
Florida
$0 -$879K 0 – Closed
3764
RK
Rather & Kittrell
Tennessee
$0 -$81K 0 – Closed
3765
RIS
Retirement Income Solutions
Michigan
$0 -$435K 0 – Closed
3766
RI
Rinkey Investments
California
$0 -$44K 0 – Closed
3767
RA
RiverPark Advisors
New York
$0 -$4.16M 0 – Closed
3768
RA
RiverTree Advisors
Florida
$0 -$967K 0 – Closed
3769
RWA
Roberts Wealth Advisors
California
$0 -$210K 0 – Closed
3770
RWM
Rockwood Wealth Management
Pennsylvania
$0 -$687K 0 – Closed
3771
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$0 -$1.44M 0 – Closed
3772
RL
RPO LLC
Connecticut
$0 -$5.47M 0 – Closed
3773
SIM
Sandia Investment Management
Massachusetts
$0 -$533K 0 – Closed
3774
SF
SBK Financial
Virginia
$0 -$159K 0 – Closed
3775
SHFA
SC&H Financial Advisors
Maryland
$0 -$278K 0 – Closed