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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	CA CapWealth Advisors Franklin, Tennessee	$0	-$26K	0	–	Closed
1452	CC Carlson Capital Dallas, Texas	$0	-$24.6M	0	–	Closed
1453	Catalyst Capital Advisors Huntington, New York	$0	-$638K	0	–	Closed
1454	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$2.23M	0	–	Closed
1455	CC Colrain Capital Boston, Massachusetts	$0	-$282K	0	–	Closed
1456	CCI Columbus Circle Investors	$0	-$15.9M	0	–	Closed
1457	CIS Connors Investor Services Wyomissing, Pennsylvania	$0	-$7.06M	0	–	Closed
1458	CCPM Cooper Creek Partners Management New York	$0	-$6.49M	0	–	Closed
1459	CAM Cubic Asset Management Boston, Massachusetts	$0	-$2.96M	0	–	Closed
1460	DCM Dean Capital Management Overland Park, Kansas	$0	-$1.84M	0	–	Closed
1461	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$5M	0	–	Closed
1462	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$8.18M	0	–	Closed
1463	Dorsal Capital Management Redwood City, California	$0	-$3.45M	0	–	Closed
1464	EP Edgestream Partners Princeton, New Jersey	$0	-$1.1M	0	–	Closed
1465	ECP Electron Capital Partners New York	$0	-$1.54M	0	–	Closed
1466	ECM Engine Capital Management New York	$0	-$18.8M	0	–	Closed
1467	ECM Exchange Capital Management Ann Arbor, Michigan	$0	+$455	1	0%	New
1468	Fiduciary Trust Boston, Massachusetts	$0	-$386K	0	–	Closed
1469	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$2.58M	0	–	Closed
1470	FFA First Foundation Advisors Irvine, California	$0	-$332K	0	–	Closed
1471	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$1.27M	0	–	Closed
1472	FMA FNY Managed Accounts New York	$0	-$409K	0	–	Closed
1473	FHAM Folger Hill Asset Management New York	$0	-$9.06M	0	–	Closed
1474	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$59K	0	–	Closed
1475	GA GFS Advisors Houston, Texas	$0	-$626K	0	–	Closed