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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
5676
SC
Shellback Capital
Massachusetts
$0 -$3.11M 0 – Closed
5677
SWP
SIMA Wealth Partners
Virginia
$0 -$6.76K 0 – Closed
5678
SA
SoundView Advisors
Washington
$0 -$224K 0 – Closed
5679
SGDR
SPX Gestao de Recursos
Brazil
$0 -$20.1M 0 – Closed
5680
SST
S Squared Technology
New York
$0 -$1.83M 0 – Closed
5681
SC
Stance Capital
Massachusetts
$0 -$436K 0 – Closed
5682
SAM
Strive Asset Management
Ohio
$0 -$8.87M 0 – Closed
5683
SCA
Stuart Chaussee & Associates
California
$0 -$129K 0 – Closed
5684
SIM
SWP Investment Management
Ohio
$0 -$1.98M 0 – Closed
5685
SPM
Symmetry Peak Management
Pennsylvania
$0 -$4.53M 0 – Closed
5686
TC
Tairen Capital
Hong Kong
$0 -$65M 0 – Closed
5687
TF
Tandem Financial
Colorado
$0 -$4.61M 0 – Closed
5688
TCM
Tang Capital Management
California
$0 -$847K 0 – Closed
5689
TM
Thiel Macro
California
$0 -$28.9M 0 – Closed
5690
TPW
Tiller Private Wealth
Pennsylvania
$0 -$236K 0 – Closed
5691
TCM
Topline Capital Management
California
$0 -$413K 0 – Closed
5692
TWP
Total Wealth Planning
Ohio
$0 -$1.04M 0 – Closed
5693
TC
Touchstone Capital
Pennsylvania
$0 -$3.38M 0 – Closed
5694
TC
Towle & Co
Colorado
$0 -$8.31M 0 – Closed
5695
TA
TPG Advisors
Illinois
$0 -$317K 0 – Closed
5696
TCA
Troluce Capital Advisors
Puerto Rico
$0 -$6.88M 0 – Closed
5697
TFCP
Twin Focus Capital Partners
Massachusetts
$0 -$1.41M 0 – Closed
5698
UM
Ulysses Management
New York
$0 -$1.04M 0 – Closed
5699
VWM
VanWeelden Wealth Management
Ohio
$0 -$209K 0 – Closed
5700
VPP
Vertex Planning Partners
Illinois
$0 -$412K 0 – Closed