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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
5026
AC
Albar Capital
United Kingdom
$0 -$44.4M 0 – Closed
5027
AA
AlphaQ Advisors
Florida
$0 -$241K 0 – Closed
5028
AIM
Anatole Investment Management
Hong Kong
$0 -$65.2M 0 – Closed
5029
ACMH
Andar Capital Management (HK)
Hong Kong
$0 -$1.83M 0 – Closed
5030
ACA
Apis Capital Advisors
New York
$0 -$640K 0 – Closed
5031
APC
Aspire Private Capital
North Carolina
$0 -$166K 0 – Closed
5032
ASM
ATW SPAC Management
New York
$0 -$6.84K 0 – Closed
5033
AWA
Authentikos Wealth Advisory
California
$0 -$57K 0 – Closed
5034
BIC
Beach Investment Counsel
Pennsylvania
$0 -$151K 0 – Closed
5035
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
$0 -$384K 0 – Closed
5036
BI
Bramshill Investments
Florida
$0 -$331K 0 – Closed
5037
BOC
Bull Oak Capital
California
$0 -$84.5K 0 – Closed
5038
CIA
Caerus Investment Advisors
Texas
$0 -$1.41M 0 – Closed
5039
CA
Cannon Advisors
North Carolina
$0 -$552K 0 – Closed
5040
CFM
Capricorn Fund Managers
United Kingdom
$0 -$472K 0 – Closed
5041
Causeway Capital Management
Causeway Capital Management
California
$0 -$3.42M 0 – Closed
5042
CCLA Investment Management
CCLA Investment Management
United Kingdom
$0 -$1.85M 0 – Closed
5043
CA
Claris Advisors
Missouri
$0 -$15.9K 0 – Closed
5044
CC
Clearline Capital
New York
$0 -$4.15M 0 – Closed
5045
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$0 -$1.34M 0 – Closed
5046
CM
Columbus Macro
Pennsylvania
$0 -$640K 0 – Closed
5047
CFG
Copley Financial Group
California
$0 -$9.58K 0 – Closed
5048
Cowen and Company
Cowen and Company
New York
$0 -$80.7M 0 – Closed
5049
D1 Capital Partners
D1 Capital Partners
New York
$0 -$81.8M 0 – Closed
5050
DC
Darrow Company
Massachusetts
$0 -$224K 0 – Closed