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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
CC
Coastland Capital
California
$0 -$5.91M 0 – Closed
1452
CFSG
Community Financial Services Group
Vermont
$0 -$1K 0 – Closed
1453
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0 -$437K 0 – Closed
1454
CII
CR Intrinsic Investors
Connecticut
$0 -$3.69M 0 – Closed
1455
CM
CS McKee
Pennsylvania
$0 -$1.62M 0 – Closed
1456
CF
Cypress Funds
California
$0 -$16.3M 0 – Closed
1457
DI
Dalton Investments
Nevada
$0 -$225K 0 – Closed
1458
DCCA
D.C. Capital Advisors
New York
$0 -$15M 0 – Closed
1459
DAC
Dividend Assets Capital
South Carolina
$0 -$367K 0 – Closed
1460
DLCIG
D.L. Carlson Investment Group
New Hampshire
$0 -$279K 0 – Closed
1461
EC
Eminence Capital
New York
$0 -$101M 0 – Closed
1462
FNBOMD
First National Bank of Mount Dora
Florida
$0 -$232K 0 – Closed
1463
FNYS
First New York Securities
New York
$0 -$2.15M 0 – Closed
1464
Fisher Asset Management
Fisher Asset Management
Washington
$0 -$425K 0 – Closed
1465
FMA
FNY Managed Accounts
New York
$0 -$144K 0 – Closed
1466
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$0 -$286K 0 – Closed
1467
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$0 -$4.13M 0 – Closed
1468
GIPM
G2 Investment Partners Management
New York
$0 -$989K 0 – Closed
1469
Gofen & Glossberg
Gofen & Glossberg
Illinois
$0 -$55K 0 – Closed
1470
GCA
Greenwood Capital Associates
South Carolina
$0 -$3.36M 0 – Closed
1471
HFM
Hartford Financial Management
Connecticut
$0 -$4K 0 – Closed
1472
HCM
Highfields Capital Management
Massachusetts
$0 -$107M 0 – Closed
1473
HCMT
Highland Capital Management (Texas)
Texas
$0 -$10.6M 0 – Closed
1474
HCM
Highlander Capital Management
New Jersey
$0 -$32.2K 0 – Closed
1475
HIS
Horizon Investment Services
Indiana
$0 -$3.4M 0 – Closed