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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
5001
MSA
McAlister Sweet & Associates
Texas
$0 -$283K 0 – Closed
5002
MC
McCarthy & Cox
Ohio
$0 -$269K 0 – Closed
5003
MG
McHugh Group
Ohio
$0 -$206K 0 – Closed
5004
MWPCG
Measured Wealth Private Client Group
New Hampshire
$0 -$226K 0 – Closed
5005
MPM
Meritage Portfolio Management
Kansas
$0 -$340K 0 – Closed
5006
MC
MIG Capital
California
$0 -$311K 0 – Closed
5007
MCP
Militia Capital Partners
Nevada
$0 -$240K 0 – Closed
5008
MECA
Miller Equity Capital Advisors
Texas
$0 -$5.09M 0 – Closed
5009
MC
Mirabaud & Cie
Switzerland
$0 -$787K 0 – Closed
5010
MHFA
Mission Hills Financial Advisory
California
$0 -$245K 0 – Closed
5011
MGM
Miura Global Management
New York
$0 -$2.02M 0 – Closed
5012
MB
Mizuho Bank
Japan
$0 -$202K 0 – Closed
5013
MP
Moment Partners
California
$0 -$273K 0 – Closed
5014
MM
Monolith Management
Hong Kong
$0 -$16.4M 0 – Closed
5015
MIM
Morningstar Investment Management
Illinois
$0 -$639K 0 – Closed
5016
MFG
Mosaic Financial Group
Illinois
$0 -$218K 0 – Closed
5017
MAG
MRA Advisory Group
New Jersey
$0 -$716K 0 – Closed
5018
MKW
Mullaney, Keating & Wright
Connecticut
$0 -$388K 0 – Closed
5019
MAMU
Myriad Asset Management US
Florida
$0 -$7.49M 0 – Closed
5020
NCMU
NAYA Capital Management (UK)
United Kingdom
$0 -$48.6M 0 – Closed
5021
NCFG
New Century Financial Group
New Jersey
$0 -$536K 0 – Closed
5022
NCG
Newport Capital Group
New Jersey
$0 -$242K 0 – Closed
5023
NCM
Next Capital Management
New York
$0 -$3.84M 0 – Closed
5024
NIG
NFJ Investment Group
Texas
$0 -$2.04M 0 – Closed
5025
NL
NKCFO LLC
Illinois
$0 -$2.85M 0 – Closed