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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
5101
NC
nVerses Capital
Florida
$0 -$2.88M 0 – Closed
5102
OIS
Okabena Investment Services
Minnesota
$0 -$741K 0 – Closed
5103
OC
Optimas Capital
Hong Kong
$0 -$2.22M 0 – Closed
5104
Oribel Capital Management
Oribel Capital Management
New York
$0 -$29.4M 0 – Closed
5105
PGIM
Pacific Global Investment Management
California
$0 -$1.68M 0 – Closed
5106
PFCS
Pale Fire Capital SE
Czech Republic
$0 -$49.2K 0 – Closed
5107
PWAM
Park West Asset Management
California
$0 -$21.5M 0 – Closed
5108
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$0 -$397K 0 – Closed
5109
PWM
Partnership Wealth Management
Maryland
$0 -$122K 0 – Closed
5110
PFA
Peak Financial Advisors
Colorado
$0 -$3.39M 0 – Closed
5111
PWS
Peloton Wealth Strategists
Indiana
$0 -$373K 0 – Closed
5112
PBO
Peoples Bank (Ohio)
Ohio
$0 -$209K 0 – Closed
5113
PI
Point72 Italy
Italy
$0 -$2.09M 0 – Closed
5114
RWA
Redmont Wealth Advisors
Illinois
$0 -$35.1K 0 – Closed
5115
RC
Renaissance Capital
Connecticut
$0 -$1.48M 0 – Closed
5116
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$0 -$46.1M 0 – Closed
5117
SCA
Sassicaia Capital Advisers
New York
$0 -$2.65M 0 – Closed
5118
SCPM
Sea Cliff Partners Management
California
$0 -$12.6M 0 – Closed
5119
SEEDPG
S.E.E.D. Planning Group
New York
$0 -$307K 0 – Closed
5120
SEC
Seven Eight Capital
New York
$0 -$3.13M 0 – Closed
5121
SPIO
Seven Post Investment Office
California
$0 -$589K 0 – Closed
5122
SWM
SFG Wealth Management
Maryland
$0 -$996K 0 – Closed
5123
Soros Fund Management
Soros Fund Management
New York
$0 -$4.06M 0 – Closed
5124
SRSA
S.R. Schill & Associates
Washington
$0 -$273K 0 – Closed
5125
SurgoCap Partners
SurgoCap Partners
New York
$0 -$300M 0 – Closed