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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	Theme Stocks	% of Portfolio	Status
1426	EMA Efficient Market Advisors San Diego, California	$1K	$0	1	0%	Maintained
1427	QAM QCI Asset Management Pittsford, New York	$1K	$0	1	0%	Maintained
1428	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1429	AIM Acuity Investment Management Toronto, Ontario, Canada	$0	-$120K	0	–	Closed
1430	Addenda Capital Montreal, Quebec, Canada	$0	-$212K	0	–	Closed
1431	ACI Advance Capital I Southfield, Michigan	$0	-$1.28M	0	–	Closed
1432	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$1.91M	0	–	Closed
1433	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$21K	0	–	Closed
1434	Appaloosa Management Miami Beach, Florida	$0	-$33.6M	0	–	Closed
1435	AT Arden Trust Wilmington, Delaware	$0	-$1.57M	0	–	Closed
1436	ATC Argent Trust Company Ruston, Louisiana	$0	-$288K	0	–	Closed
1437	AC Ascend Capital Orinda, California	$0	-$12.8M	0	–	Closed
1438	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$5K	0	–	Closed
1439	Avalon Investment & Advisory Houston, Texas	$0	-$775K	0	–	Closed
1440	ACM Axel Capital Management New York	$0	-$5.47M	0	–	Closed
1441	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$254K	0	–	Closed
1442	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$4.47M	0	–	Closed
1443	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$4.59M	0	–	Closed
1444	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$21K	0	–	Closed
1445	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$1.04M	0	–	Closed
1446	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$9K	0	–	Closed
1447	Causeway Capital Management Los Angeles, California	$0	-$13.8M	0	–	Closed
1448	CIP Centerline Investment Partners New York	$0	-$5.26M	0	–	Closed
1449	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$2.23M	0	–	Closed
1450	CG Clinton Group New York	$0	-$2.25M	0	–	Closed