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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
1426	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.83M	–	Closed
1427	Blackhill Capital Morristown, New Jersey	$0	-$4K	–	Closed
1428	BRC Blue Ridge Capital New York	$0	-$75.2M	–	Closed
1429	BL Bolton LP Greenwich, Connecticut	$0	-$30.2M	–	Closed
1430	CCM Cadian Capital Management New York	$0	-$52.7M	–	Closed
1431	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$51K	–	Closed
1432	CGM Capital Growth Management Boston, Massachusetts	$0	-$19.6M	–	Closed
1433	CC Carlson Capital Dallas, Texas	$0	-$8.77M	–	Closed
1434	CCM Carlson Capital Management Northfield, Minnesota	$0	-$438K	–	Closed
1435	CSM Central Square Management Naperville, Illinois	$0	-$1.65M	–	Closed
1436	Chilton Capital Management Houston, Texas	$0	-$109K	–	Closed
1437	CBB Citizens Business Bank Ontario, California	$0	-$285K	–	Closed
1438	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$3.18M	–	Closed
1439	Coatue Management New York	$0	-$103M	–	Closed
1440	CWA Constellation Wealth Advisors New York	$0	-$423K	–	Closed
1441	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$582K	–	Closed
1442	Dana Investment Advisors Waukesha, Wisconsin	$0	-$243K	–	Closed
1443	DCM Dean Capital Management Overland Park, Kansas	$0	-$81K	–	Closed
1444	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$0	-$223K	–	Closed
1445	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$718K	–	Closed
1446	DWA Dorsey Wright & Associates Pasadena, California	$0	-$473K	–	Closed
1447	EEG E.E. Geduld	$0	-$381K	–	Closed
1448	EU Emory University Atlanta, Georgia	$0	-$19K	–	Closed
1449	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$596K	–	Closed
1450	FIG Fortress Investment Group New York	$0	-$18.4M	–	Closed