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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
5626	LCP LGT Capital Partners Pfaeffikon, Switzerland	$0	-$12.6M	–	Closed
5627	LAM Longboard Asset Management Phoenix, Arizona	$0	-$650K	–	Closed
5628	LAMNM Longview Asset Management (New Mexico) Santa Fe, New Mexico	$0	-$239K	–	Closed
5629	MAP Madison Avenue Partners New York	$0	-$14.7M	–	Closed
5630	MFG Mainsail Financial Group Bellevue, Washington	$0	-$233K	–	Closed
5631	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$1.06M	–	Closed
5632	MC Maplelane Capital New York	$0	-$43.2M	–	Closed
5633	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$0	-$206K	–	Closed
5634	MAM Maytree Asset Management Hong Kong	$0	-$5.43M	–	Closed
5635	MCM Maytus Capital Management New York	$0	-$1.33M	–	Closed
5636	MPM MBB Public Markets Chicago, Illinois	$0	-$202K	–	Closed
5637	MC McCarthy & Cox Marysville, Ohio	$0	-$240K	–	Closed
5638	MG McHugh Group Bratenahl, Ohio	$0	-$232K	–	Closed
5639	MAM Melqart Asset Management London, United Kingdom	$0	-$28M	–	Closed
5640	MS Mizuho Securities Tokyo, Japan	$0	-$884K	–	Closed
5641	MI Moneywise Inc Forest, Virginia	$0	-$208K	–	Closed
5642	MPM Mountaineer Partners Management New York	$0	-$14.6M	–	Closed
5643	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$0	-$3.26M	–	Closed
5644	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$0	-$712K	–	Closed
5645	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$0	-$22.1M	–	Closed
5646	NCFG New Century Financial Group Princeton, New Jersey	$0	-$230K	–	Closed
5647	NEPPG New England Professional Planning Group Westerly, Rhode Island	$0	-$889K	–	Closed
5648	NIMC Nierenberg Investment Management Company Camas, Washington	$0	-$893K	–	Closed
5649	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$11.4M	–	Closed
5650	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$8.24M	–	Closed