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
3801	TB Treynor Bancshares Treynor, Iowa	$0	-$697K	0	–	Closed
3802	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$110K	0	–	Closed
3803	USPCM Union Square Park Capital Management New York	$0	-$236K	0	–	Closed
3804	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$372K	0	–	Closed
3805	UFM Ursa Fund Management Danville, California	$0	-$290M	0	–	Closed
3806	VA Verdad Advisers Boston, Massachusetts	$0	-$1.4M	0	–	Closed
3807	Viking Global Investors Stamford, Connecticut	$0	-$184M	0	–	Closed
3808	Voleon Capital Management Berkeley, California	$0	-$21.1M	0	–	Closed
3809	WAM Watershed Asset Management San Francisco, California	$0	-$251K	0	–	Closed
3810	WW Westshore Wealth Newport Beach, California	$0	-$227K	0	–	Closed
3811	WFS Widmann Financial Services Bowie, Maryland	$0	-$991K	0	–	Closed
3812	WAC William Allan Corp Fort Collins, Colorado	$0	-$95K	0	–	Closed
3813	WC Winmill & Co Walpole, New Hampshire	$0	-$4.2M	0	–	Closed
3814	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$0	-$577K	0	–	Closed
3815	XS XR Securities Chicago, Illinois	$0	-$14.3M	0	–	Closed
3816	YCM Yakira Capital Management Westport, Connecticut	$0	-$99K	0	–	Closed
3817	YWS Yarger Wealth Strategies Westerville, Ohio	$0	-$262K	0	–	Closed