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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
4076
CCM
Cox Capital Management
Massachusetts
$0 -$297K 0 – Closed
4077
CCA
Cruiser Capital Advisors
Connecticut
$0 -$79.5K 0 – Closed
4078
DA
Dash Acquisitions
California
$0 -$474K 0 – Closed
4079
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$0 -$1.26M 0 – Closed
4080
ESCM
Echo Street Capital Management
New York
$0 -$2.68M 0 – Closed
4081
EFMH
E Fund Management (HK)
Hong Kong
$0 -$48.2K 0 – Closed
4082
EWM
Elmwood Wealth Management
California
$0 -$349K 0 – Closed
4083
EN1L
Engine No 1 LLC
California
$0 -$10.8M 0 – Closed
4084
EA
Evergreen Advisors
Tennessee
$0 -$381K 0 – Closed
4085
EW
Evoke Wealth
California
$0 -$1.91M 0 – Closed
4086
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$353K 0 – Closed
4087
FD
Financial Designs
California
$0 -$747K 0 – Closed
4088
FFAM
Forge First Asset Management
Canada
$0 -$7.1M 0 – Closed
4089
FWM
Fortress Wealth Management
California
$0 -$240K 0 – Closed
4090
FMAEN1
Fund Management at Engine No 1
California
$0 -$16.7M 0 – Closed
4091
Gates Foundation Trust
Gates Foundation Trust
Washington
$0 -$5.57M 0 – Closed
4092
GA
GFS Advisors
Texas
$0 -$18.9M 0 – Closed
4093
GAA
Global Assets Advisory
Florida
$0 -$2.01M 0 – Closed
4094
GCA
Greenwood Capital Associates
South Carolina
$0 -$1.44M 0 – Closed
4095
GIM
Growth Interface Management
Florida
$0 -$4.75M 0 – Closed
4096
HVCM
Hel Ved Capital Management
Hong Kong
$0 -$443K 0 – Closed
4097
HA
HHLR Advisors
Cayman Islands
$0 -$7.51M 0 – Closed
4098
HIGP
Hill Investment Group Partners
Missouri
$0 -$233K 0 – Closed
4099
HCM
Hudson Capital Management
New Jersey
$0 -$234K 0 – Closed
4100
HPCM
Hunter Perkins Capital Management
Illinois
$0 -$721K 0 – Closed