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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
5201
KCAM
Kagan Cocozza Asset Management
New Jersey
$0 -$271K 0 – Closed
5202
KIG
Kessler Investment Group
Indiana
$0 -$95.1K 0 – Closed
5203
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$0 -$28.2K 0 – Closed
5204
Laurion Capital Management
Laurion Capital Management
New York
$0 -$27.1M 0 – Closed
5205
LFA
Livelsberger Financial Advisory
Ohio
$0 -$7.94K 0 – Closed
5206
LMKC
L.M. Kohn & Company
Ohio
$0 -$498K 0 – Closed
5207
LFG
Lockerman Financial Group
California
$0 -$378K 0 – Closed
5208
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$0 -$1.58M 0 – Closed
5209
MP
Mangrove Partners
Connecticut
$0 -$583K 0 – Closed
5210
MCM
Massar Capital Management
Connecticut
$0 -$223K 0 – Closed
5211
Maverick Capital
Maverick Capital
Texas
$0 -$975K 0 – Closed
5212
MCS
Mercuria Capital Strategies
Texas
$0 -$3.35M 0 – Closed
5213
MHS
M Holdings Securities
Oregon
$0 -$17.9M 0 – Closed
5214
MM
Monolith Management
Hong Kong
$0 -$904K 0 – Closed
5215
M
Murchinson
Ontario, Canada
$0 -$1.59M 0 – Closed
5216
NRD
Nebula Research & Development
New York
$0 -$3.98M 0 – Closed
5217
NIG
NFJ Investment Group
Texas
$0 -$1.73M 0 – Closed
5218
NWM
Nicola Wealth Management
British Columbia, Canada
$0 -$2.65M 0 – Closed
5219
Norges Bank
Norges Bank
Norway
$0 -$16.6B 0 – Closed
5220
NA
Novus Advisors
South Carolina
$0 -$347K 0 – Closed
5221
ODFS
O'Donnell Financial Services
California
$0 -$212K 0 – Closed
5222
PIM
Paradice Investment Management
Colorado
$0 -$480K 0 – Closed
5223
P
Paradiem
Louisiana
$0 -$3.32M 0 – Closed
5224
PCC
Park Circle Company
Maryland
$0 -$63.5K 0 – Closed
5225
PM
Penbrook Management
New York
$0 -$36.4K 0 – Closed