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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
1326	New Mexico Educational Retirement Board Santa Fe, New Mexico	$0	-$5.83M	–	Closed
1327	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$1.17M	–	Closed
1328	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$14.8M	–	Closed
1329	Obermeyer Wealth Partners Aspen, Colorado	$0	-$29K	–	Closed
1330	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$204K	–	Closed
1331	PM Platinum Management New York	$0	-$2.52M	–	Closed
1332	PCM Portolan Capital Management Boston, Massachusetts	$0	-$382K	–	Closed
1333	QF QVT Financial New York	$0	-$24.2M	–	Closed
1334	Raymond James Financial Services Advisors St. Petersburg, Florida	$0	-$1.86M	–	Closed
1335	RI Redwood Investments Boston, Massachusetts	$0	-$6.99M	–	Closed
1336	SGI SAC Global Investors London, United Kingdom	$0	-$1.13M	–	Closed
1337	Sarasin & Partners London, United Kingdom	$0	-$26.9M	–	Closed
1338	SBCM Silver Bridge Capital Management Boston, Massachusetts	$0	-$855K	–	Closed
1339	SMA Simply Money Advisors Cincinnati, Ohio	$0	-$3K	–	Closed
1340	Smith Salley Wealth Management Greensboro, North Carolina	$0	-$203K	–	Closed
1341	SAM Strategy Asset Managers Pasadena, California	$0	-$2.38M	–	Closed
1342	SSG Summit Securities Group New York	$0	-$7K	–	Closed
1343	T Tahithromos New York	$0	-$18.1M	–	Closed
1344	TAM Taurus Asset Management New York	$0	-$408K	–	Closed
1345	Third Point New York	$0	-$74.8M	–	Closed
1346	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	-$32K	–	Closed
1347	TC TradeLink Capital Chicago, Illinois	$0	-$1.3M	–	Closed
1348	TCM Twin Capital Management Mcmurray, Pennsylvania	$0	-$1.92M	–	Closed
1349	Twin Tree Management Dallas, Texas	$0	-$151K	–	Closed
1350	VF Virtu Financial New York	$0	-$1.39M	–	Closed