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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
1401
BIM
Bogle Investment Management
Massachusetts
$0 -$7.59M 0 – Closed
1402
BIM
BRC Investment Management
Colorado
$0 -$381K 0 – Closed
1403
BIM
Bridgecreek Investment Management
Oklahoma
$0 -$9K 0 – Closed
1404
CCM
Cai Capital Management
New York
$0 -$754K 0 – Closed
1405
Castleark Management
Castleark Management
Illinois
$0 -$30.2M 0 – Closed
1406
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$0 -$1.16M 0 – Closed
1407
CDH
Charles D. Hyman
$0 -$213K 0 – Closed
1408
COPM
Charter Oak Partners Management
Connecticut
$0 -$687K 0 – Closed
1409
Churchill Management
Churchill Management
California
$0 -$2.02M 0 – Closed
1410
CC
Cipher Capital
New York
$0 -$207K 0 – Closed
1411
CFSG
Community Financial Services Group
Vermont
$0 -$2K 0 – Closed
1412
CCM
Condor Capital Management
New Jersey
$0 -$183K 0 – Closed
1413
CA
Continental Advisors
Utah
$0 -$273K 0 – Closed
1414
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$5.71M 0 – Closed
1415
CII
CR Intrinsic Investors
Connecticut
$0 -$13.5M 0 – Closed
1416
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$6.32M 0 – Closed
1417
DCM
Decatur Capital Management
Georgia
$0 -$1.52M 0 – Closed
1418
DTL
Dynamic Technology Lab
Singapore
$0 -$589K 0 – Closed
1419
ECM
Empire Capital Management
Connecticut
$0 -$3.14M 0 – Closed
1420
FTI
Fiduciary Trust International
Massachusetts
$0 -$590K 0 – Closed
1421
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$3.83M 0 – Closed
1422
FAM
Fortaleza Asset Management
Illinois
$0 -$2K 0 – Closed
1423
FMLI
Fukoku Mutual Life Insurance
Japan
$0 -$108K 0 – Closed
1424
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0 -$5.09M 0 – Closed
1425
HM
Harvest Management
New York
$0 -$303K 0 – Closed