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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
5651
NCM
Northwest Capital Management
Oregon
$0 -$10.4K 0 – Closed
5652
NFA
Northwest Financial Advisors
Virginia
$0 -$1.33M 0 – Closed
5653
OAM
Ophir Asset Management
Australia
$0 -$37M 0 – Closed
5654
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$0 -$48.3M 0 – Closed
5655
OWM
Orca Wealth Management
Florida
$0 -$204K 0 – Closed
5656
PP
Paloma Partners
Connecticut
$0 -$172K 0 – Closed
5657
PC
Panoramic Capital
California
$0 -$1.24M 0 – Closed
5658
PWM
Partnership Wealth Management
Maryland
$0 -$208K 0 – Closed
5659
PWM
Partners Wealth Management
California
$0 -$216K 0 – Closed
5660
PRRFG
Paul R. Ried Financial Group
Washington
$0 -$210K 0 – Closed
5661
PC
Pelham Capital
United Kingdom
$0 -$5.4M 0 – Closed
5662
PCM
Perritt Capital Management
Illinois
$0 -$97.9K 0 – Closed
5663
P
Pitcairn
Pennsylvania
$0 -$10.4M 0 – Closed
5664
PSA
Plum Street Advisors
Louisiana
$0 -$741K 0 – Closed
5665
PL
Polianta Ltd
Jersey
$0 -$1.5M 0 – Closed
5666
PFM
Premier Fund Managers
United Kingdom
$0 -$185K 0 – Closed
5667
PIM
Profit Investment Management
Maryland
$0 -$3.17M 0 – Closed
5668
PP
Prospector Partners
Connecticut
$0 -$23.2M 0 – Closed
5669
QC
Quantessence Capital
New York
$0 -$1.17M 0 – Closed
5670
QP
Quartz Partners
New York
$0 -$879K 0 – Closed
5671
RL
Retireful LLC
Michigan
$0 -$1.75M 0 – Closed
5672
RCA
Roberts Capital Advisors
Colorado
$0 -$1.53M 0 – Closed
5673
Ruffer LLP
Ruffer LLP
United Kingdom
$0 -$4.69M 0 – Closed
5674
SIP
Sellwood Investment Partners
Oregon
$0 -$2.07K 0 – Closed
5675
SSCM
Seven Six Capital Management
New York
$0 -$978K 0 – Closed