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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
5851
TWP
TFO Wealth Partners
Ohio
$0 -$284K 0 – Closed
5852
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$0 -$19M 0 – Closed
5853
TA
Trivest Advisors
Hong Kong
$0 -$13.4M 0 – Closed
5854
TCA
Troluce Capital Advisors
Puerto Rico
$0 -$28.4M 0 – Closed
5855
TCM
Tuttle Capital Management
Connecticut
$0 -$3.5M 0 – Closed
5856
UAM
Unifi Asset Management
New York
$0 -$520K 0 – Closed
5857
V
ValueWorks
New York
$0 -$26.3K 0 – Closed
5858
VCP
Varenne Capital Partners
France
$0 -$5.5M 0 – Closed
5859
VA
Verdad Advisers
Massachusetts
$0 -$55.7K 0 – Closed
5860
VSI
Verde Servicos Internacionais
Brazil
$0 -$2.97M 0 – Closed
5861
VCM
Vivaldi Capital Management
Illinois
$0 -$9.04M 0 – Closed
5862
WCM
Woodson Capital Management
Connecticut
$0 -$25.8M 0 – Closed