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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
3801
DMKJ
David M. Knott Jr
$0 -$35K 0 – Closed
3802
DU
Delphia (USA)
Ontario, Canada
$0 -$1.35M 0 – Closed
3803
DCM
DG Capital Management
New York
$0 -$4.08M 0 – Closed
3804
DCM
Difesa Capital Management
New York
$0 -$255K 0 – Closed
3805
DI
Disciplined Investments
Oklahoma
$0 -$258K 0 – Closed
3806
DG
DMC Group
Alabama
$0 -$247K 0 – Closed
3807
DF
Donoghue Forlines
Massachusetts
$0 -$460K 0 – Closed
3808
DA
Drake & Associates
Wisconsin
$0 -$207K 0 – Closed
3809
DCM
Dupont Capital Management
Delaware
$0 -$1.6M 0 – Closed
3810
DFO
Duquesne Family Office
New York
$0 -$20.9M 0 – Closed
3811
EC
Elequin Capital
New York
$0 -$892 0 – Closed
3812
EL
Envoi LLC
Minnesota
$0 -$1.14M 0 – Closed
3813
E
Ergoteles
New York
$0 -$11M 0 – Closed
3814
FBC
Fairfield, Bush & Co
Connecticut
$0 -$1.83M 0 – Closed
3815
FWM
FFT Wealth Management
Pennsylvania
$0 -$207K 0 – Closed
3816
FWS
FinDec Wealth Services
California
$0 -$209K 0 – Closed
3817
FIB
First Interstate Bank
Montana
$0 -$275K 0 – Closed
3818
FTCM
Fir Tree Capital Management
New York
$0 -$4.73M 0 – Closed
3819
FCC
Flower City Capital
New York
$0 -$205K 0 – Closed
3820
FACM
Forest Avenue Capital Management
Florida
$0 -$11.2M 0 – Closed
3821
FWA
Freedom Wealth Alliance
Wisconsin
$0 -$205K 0 – Closed
3822
FBA
Front Barnett Associates
Illinois
$0 -$208K 0 – Closed
3823
GIPM
G2 Investment Partners Management
New York
$0 -$767K 0 – Closed
3824
GCM
Genus Capital Management
British Columbia, Canada
$0 -$211K 0 – Closed
3825
GG
GenWealth Group
New Jersey
$0 -$206K 0 – Closed