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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
1426
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$0 -$174K 3 0% Reduced
1427
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$17.9M 0 – Closed
1428
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$86K 0 – Closed
1429
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$0 -$8.51M 0 – Closed
1430
BCM
BTC Capital Management
Iowa
$0 -$2.66M 0 – Closed
1431
BCMNY
Buckingham Capital Management (New York)
New York
$0 -$5.91M 0 – Closed
1432
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$2.18M 0 – Closed
1433
Cannell & Spears
Cannell & Spears
New York
$0 -$520K 0 – Closed
1434
CK
Carnick & Kubik
Colorado
$0 -$57.1K 0 – Closed
1435
CIC
Chase Investment Counsel
Virginia
$0 -$3.3M 0 – Closed
1436
Clal Insurance
Clal Insurance
Israel
$0 -$11.7M 0 – Closed
1437
CCM
Cobalt Capital Management
New Jersey
$0 -$3.73M 0 – Closed
1438
CFSG
Community Financial Services Group
Vermont
$0 -$57K 0 – Closed
1439
CCM
Concourse Capital Management
Georgia
$0 -$56K 0 – Closed
1440
CCM
Condor Capital Management
New Jersey
$0 -$84K 0 – Closed
1441
CIG
Consolidated Investment Group
Colorado
$0 -$1.32M 0 – Closed
1442
CA
Cornerstone Advisors
North Carolina
$0 -$257K 0 – Closed
1443
CCT
Country Club Trust
Missouri
$0 -$236K 0 – Closed
1444
CC
CQS Cayman
Cayman Islands
$0 -$1.66M 0 – Closed
1445
CA
Cullinan Associates
Kentucky
$0 -$2.72M 0 – Closed
1446
DSI
Daiwa SB Investments
Japan
$0 -$149K 0 – Closed
1447
DCCA
D.C. Capital Advisors
New York
$0 -$5.13M 0 – Closed
1448
DAM
Deltec Asset Management
New York
$0 -$205K 0 – Closed
1449
DCC
Dow Chemical Company
Michigan
$0 -$2.05M 0 – Closed
1450
EA
Ecofin Advisors
United Kingdom
$0 -$22.9M 0 – Closed