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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
BFIC
Bedell Frazier Investment Counselling
California
$0 -$4.75M 0 – Closed
1402
BCA
Benchmark Capital Advisors
New York
$0 -$1.1M 0 – Closed
1403
BMC
Benin Management Corp
Connecticut
$0 -$331K 0 – Closed
1404
BBCM
Boardman Bay Capital Management
New York
$0 -$583K 0 – Closed
1405
BIM
Bogle Investment Management
Massachusetts
$0 -$514K 0 – Closed
1406
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$0 -$326K 0 – Closed
1407
Brandes Investment Partners
Brandes Investment Partners
California
$0 -$108K 0 – Closed
1408
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$3.07M 0 – Closed
1409
BTNA
Bremer Trust National Association
Minnesota
$0 -$2.67M 0 – Closed
1410
BRWM
B. Riley Wealth Management
Tennessee
$0 -$294K 0 – Closed
1411
BO
BRR OpCo
Ohio
$0 -$279K 0 – Closed
1412
CO
Caldwell & Orkin
Georgia
$0 -$2.99M 0 – Closed
1413
CCA
Canyon Capital Advisors
Texas
$0 -$41.6M 0 – Closed
1414
CCM
Catapult Capital Management
New York
$0 -$611K 0 – Closed
1415
CBT
Central Bank & Trust
Kentucky
$0 -$60K 0 – Closed
1416
Churchill Management
Churchill Management
California
$0 -$1.27M 0 – Closed
1417
CIM
CIM Investment Management
Pennsylvania
$0 -$221K 0 – Closed
1418
CC
Clearline Capital
New York
$0 -$4.21M 0 – Closed
1419
CCI
Columbus Circle Investors
$0 -$29.6M 0 – Closed
1420
CWA
Constellation Wealth Advisors
New York
$0 -$1.72M 0 – Closed
1421
CIP
Convergence Investment Partners
Florida
$0 -$272K 0 – Closed
1422
CRCP
Copper Rock Capital Partners
Massachusetts
$0 -$52.1M 0 – Closed
1423
CAM
Cortina Asset Management
Wisconsin
$0 -$1.16M 0 – Closed
1424
CPS
Counsel Portfolio Services
Ontario, Canada
$0 -$439K 0 – Closed
1425
CIA
Covington Investment Advisors
Pennsylvania
$0 -$2.96M 0 – Closed