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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
1451	EP Wealth Advisors Torrance, California	$0	-$6.72M	0	–	Closed
1452	EMR Errol M. Rudman	$0	-$219K	0	–	Closed
1453	FM Family Management New York	$0	-$5.14M	0	–	Closed
1454	FWP FAS Wealth Partners Leawood, Kansas	$0	-$204K	0	–	Closed
1455	Fayez Sarofim & Co Houston, Texas	$0	-$232K	0	–	Closed
1456	FSA Financial Sense Advisors San Diego, California	$0	-$4.74M	0	–	Closed
1457	FRM Fore Research & Management New York	$0	-$62K	0	–	Closed
1458	FCM Forester Capital Management Lake Forest, Illinois	$0	-$23K	0	–	Closed
1459	FSA Franklin Street Advisors Chapel Hill, North Carolina	$0	-$2.59M	0	–	Closed
1460	GF Gerry Farber New York	$0	-$1.24M	0	–	Closed
1461	GACM Green Arrow Capital Management New York	$0	-$1.85M	0	–	Closed
1462	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$0	-$24.3M	0	–	Closed
1463	HCM Harvest Capital Management Concord, New Hampshire	$0	-$209K	0	–	Closed
1464	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$0	-$2.24M	0	–	Closed
1465	HCM Herndon Capital Management Atlanta, Georgia	$0	-$203K	0	–	Closed
1466	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$252K	0	–	Closed
1467	HT HighTower Trust Houston, Texas	$0	-$2.87M	0	–	Closed
1468	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$46K	0	–	Closed
1469	I IberiaBank Lafayette, Louisiana	$0	-$284K	0	–	Closed
1470	IC IKOS CIF Limassol, Cyprus	$0	-$243K	0	–	Closed
1471	IRS Invictus RG (Singapore) Singapore	$0	-$216K	1	0%	Reduced
1472	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$0	-$61.9M	0	–	Closed
1473	KC Kingfisher Capital Charlotte, North Carolina	$0	-$30K	0	–	Closed
1474	LMR Partners London, United Kingdom	$0	-$897K	0	–	Closed
1475	LSA L & S Advisors Los Angeles, California	$0	-$288K	0	–	Closed