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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
4301
TPSF
Texas Permanent School Fund
Texas
$0 -$178M 0 – Closed
4302
TWP
TFO Wealth Partners
Ohio
$0 -$3.88K 0 – Closed
4303
Third Point
Third Point
New York
$0 -$90M 0 – Closed
4304
TL
Tradewinds LLC
North Carolina
$0 -$754K 0 – Closed
4305
TA
Trivest Advisors
Hong Kong
$0 -$791K 0 – Closed
4306
UFM
Ursa Fund Management
California
$0 -$110K 0 – Closed
4307
VCM
VeriStar Capital Management
New York
$0 -$14.5M 0 – Closed
4308
WI
Wafra Inc
New York
$0 -$11.4M 0 – Closed
4309
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$0 -$7.52M 0 – Closed
4310
WWM
Waterway Wealth Management
Texas
$0 -$299K 0 – Closed
4311
WCM
Weaver Capital Management
Georgia
$0 -$935K 0 – Closed
4312
WWS
Wellington Wealth Strategies
Indiana
$0 -$474K 0 – Closed
4313
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$0 -$46.6M 0 – Closed