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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

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	% of Portfolio	Status
5076	HAM Honeycomb Asset Management New York	$0	-$18M	–	Closed
5077	IC Innealta Capital Austin, Texas	$0	-$270K	–	Closed
5078	ITC Inspire Trust Company Reno, Nevada	$0	-$2.15M	–	Closed
5079	Jasper Ridge Partners Menlo Park, California	$0	-$3.99M	–	Closed
5080	JGC J. Goldman & Co New York	$0	-$27.8M	–	Closed
5081	KC Kepos Capital New York	$0	-$2.34M	–	Closed
5082	KCMH Keywise Capital Management (HK) Hong Kong	$0	-$398K	–	Closed
5083	KP Kitching Partners Conshohocken, Pennsylvania	$0	-$201K	–	Closed
5084	Kodai Capital Management Chicago, Illinois	$0	-$48.6M	–	Closed
5085	Laurion Capital Management New York	$0	-$3.1M	–	Closed
5086	LFS Leibman Financial Services Louisville, Nebraska	$0	-$2.94M	–	Closed
5087	LGP Leonard Green & Partners Los Angeles, California	$0	-$211M	–	Closed
5088	Lone Pine Capital Greenwich, Connecticut	$0	-$295M	–	Closed
5089	LFCM Long Focus Capital Management San Juan, Puerto Rico	$0	-$236K	–	Closed
5090	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$0	-$10.5K	–	Closed
5091	LM Luminus Management Houston, Texas	$0	-$2.19M	–	Closed
5092	MIM Macroview Investment Management Bethesda, Maryland	$0	-$134K	–	Closed
5093	MIM Meridiem Investment Management London, United Kingdom	$0	-$15.7K	–	Closed
5094	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$0	-$7.8M	–	Closed
5095	Millburn Ridgefield Corp New York	$0	-$659K	–	Closed
5096	MIM Monashee Investment Management Boston, Massachusetts	$0	-$6.37M	–	Closed
5097	MIS Morningstar Investment Services Chicago, Illinois	$0	-$6.61M	–	Closed
5098	MM MQS Management New York	$0	-$1.17M	–	Closed
5099	MA MYDA Advisors Woodmere, New York	$0	-$2.55M	–	Closed
5100	NGM North Growth Management Vancouver, British Columbia, Canada	$0	-$449K	–	Closed