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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
KWM
KW Wealth Management
California
$0 -$250K 0 – Closed
5677
LHCM
Lloyd Harbor Capital Management
New York
$0 -$8.69M 0 – Closed
5678
LCM
Logan Capital Management
Pennsylvania
$0 -$28.6M 0 – Closed
5679
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$2.72M 0 – Closed
5680
LC
Luminist Capital
Michigan
$0 -$99.7K 0 – Closed
5681
LCG
Lynx Capital Group
Ohio
$0 -$228K 0 – Closed
5682
MWM
McMill Wealth Management
Nebraska
$0 -$237K 0 – Closed
5683
MCS
Mercuria Capital Strategies
Texas
$0 -$2.47M 0 – Closed
5684
MW
Merited Wealth
Florida
$0 -$103K 0 – Closed
5685
MPW
MGO Private Wealth
California
$0 -$684K 0 – Closed
5686
MH
Mishpacha Holdings
$0 -$5.26M 0 – Closed
5687
MLM
Mount Lucas Management
Pennsylvania
$0 -$575K 0 – Closed
5688
MM
Mozayyx Management
Texas
$0 -$225K 0 – Closed
5689
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$0 -$128M 0 – Closed
5690
NCM
Nellore Capital Management
California
$0 -$225K 0 – Closed
5691
NVCHI
New Vernon Capital Holdings II
New Jersey
$0 -$380K 0 – Closed
5692
NS
Night Squared
New York
$0 -$8.8M 0 – Closed
5693
NC
Nixon Capital
Texas
$0 -$9.31M 0 – Closed
5694
Norges Bank
Norges Bank
Norway
$0 -$22.6B 0 – Closed
5695
ODE
O'Domhnaill Enterprises
Wyoming
$0 -$899 0 – Closed
5696
OFP
OLIO Financial Planning
Virginia
$0 -$210K 0 – Closed
5697
OCG
Opus Capital Group
Ohio
$0 -$459K 0 – Closed
5698
PCP
Pacific Capital Partners
$0 -$1.04M 0 – Closed
5699
PWSG
Pacific Wealth Strategies Group
California
$0 -$344K 0 – Closed
5700
PPA
Painted Porch Advisors
California
$0 -$216K 0 – Closed