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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
1451
FAM
Forty4 Asset Management
Illinois
$0 -$1.04M 0 – Closed
1452
FDCC
Foster Dykema Cabot & Co
Massachusetts
$0 -$391K 0 – Closed
1453
FP
Foundry Partners
Minnesota
$0 -$230K 0 – Closed
1454
GF
Gerry Farber
New York
$0 -$2.7M 0 – Closed
1455
GCA
Gideon Capital Advisors
New York
$0 -$2.1M 0 – Closed
1456
GACM
Green Arrow Capital Management
New York
$0 -$186K 0 – Closed
1457
HCA
Harbour Capital Advisors
Virginia
$0 -$708K 0 – Closed
1458
HCM
Hollencrest Capital Management
California
$0 -$202K 0 – Closed
1459
ITIM
Indiana Trust & Investment Management
Indiana
$0 -$122K 0 – Closed
1460
IPRC
Indices-Pac Research Corporation
New Jersey
$0 -$212K 0 – Closed
1461
ID
Integral Derivatives
New York
$0 -$1.64M 0 – Closed
1462
KG
Karamaan Group
New York
$0 -$1.48M 0 – Closed
1463
KCM
Kingdon Capital Management
New York
$0 -$29.8M 0 – Closed
1464
LWA
Lenox Wealth Advisors
New York
$0 -$7K 0 – Closed
1465
LCM
Levitt Capital Management
Florida
$0 -$8K 0 – Closed
1466
MAS
Madden Advisory Services
Florida
$0 -$76K 0 – Closed
1467
Marsico Capital Management
Marsico Capital Management
Colorado
$0 -$4.37M 0 – Closed
1468
Meag Munich Ergo
Meag Munich Ergo
Germany
$0 -$66K 0 – Closed
1469
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$2.22M 0 – Closed
1470
NBC
Neuberger Berman Canada
Ontario, Canada
$0 -$1.72M 0 – Closed
1471
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$0 -$455K 0 – Closed
1472
NCM
Newland Capital Management
New York
$0 -$1.47M 0 – Closed
1473
NC
Northpointe Capital
Michigan
$0 -$193K 0 – Closed
1474
Oaktree Capital Management
Oaktree Capital Management
California
$0 -$3.93M 0 – Closed
1475
PM
Parametrica Management
Hong Kong
$0 -$208K 0 – Closed