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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	CCM CrestPoint Capital Management Four Seasons, Missouri	$0	-$518K	–	Closed
1427	CCM Crestwood Capital Management New York	$0	-$12.9M	–	Closed
1428	DCM Dean Capital Management Overland Park, Kansas	$0	-$982K	–	Closed
1429	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$2.2M	–	Closed
1430	DM Delphi Management Brookline, Massachusetts	$0	-$8.77M	–	Closed
1431	Destination Wealth Management Walnut Creek, California	$0	-$229K	–	Closed
1432	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$0	-$2.44M	–	Closed
1433	Disciplined Growth Investors Minneapolis, Minnesota	$0	-$12M	–	Closed
1434	Discovery Capital Management South Norwalk, Connecticut	$0	-$46.8M	–	Closed
1435	Driehaus Capital Management Chicago, Illinois	$0	-$4.21M	–	Closed
1436	DSN D. Scott Neal Lexington, Kentucky	$0	-$207K	–	Closed
1437	Encompass Capital Advisors New York	$0	-$3.93M	–	Closed
1438	EA Euclid Advisors Hartford, Connecticut	$0	-$2.93M	–	Closed
1439	FCT Family Capital Trust Peabody, Massachusetts	$0	-$13K	–	Closed
1440	FC Fayerweather Charles	$0	-$271K	–	Closed
1441	Fayez Sarofim & Co Houston, Texas	$0	-$212K	–	Closed
1442	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$141K	–	Closed
1443	FFA First Foundation Advisors Irvine, California	$0	-$235K	–	Closed
1444	First National Trust Hermitage, Pennsylvania	$0	-$201K	–	Closed
1445	FGA Flood Gamble Associates New York	$0	-$6.76M	–	Closed
1446	FM Foster & Motley Cincinnati, Ohio	$0	-$246K	–	Closed
1447	FA Friess Associates Greenville, Delaware	$0	-$18.4M	–	Closed
1448	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$279K	–	Closed
1449	GPC Glacier Peak Capital Bellevue, Washington	$0	-$1.33M	–	Closed
1450	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$0	-$2.58M	–	Closed