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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
1476	PIM Partner Investment Management San Francisco, California	$0	-$12.6M	0	–	Closed
1477	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$6.4M	0	–	Closed
1478	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$1.08M	0	–	Closed
1479	PHS PFM Health Sciences San Francisco, California	$0	-$123M	0	–	Closed
1480	PG Portola Group San Jose, California	$0	-$1.86M	0	–	Closed
1481	PTCG Pring Turner Capital Group Alamo, California	$0	-$49K	0	–	Closed
1482	RC Riversville Capital Greenwich, Connecticut	$0	-$2.56M	0	–	Closed
1483	RBLCM Roaring Blue Lion Capital Management Dallas, Texas	$0	-$3.18M	0	–	Closed
1484	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$205K	0	–	Closed
1485	RTIM Round Table Investment Management Charlotte, North Carolina	$0	-$672K	0	–	Closed
1486	SC Saiers Capital New York	$0	-$663K	0	–	Closed
1487	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$0	-$1.53M	0	–	Closed
1488	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$931K	0	–	Closed
1489	SCM SG Capital Management Chicago, Illinois	$0	-$13.4M	0	–	Closed
1490	SI Shaker Investments Cleveland, Ohio	$0	-$530K	0	–	Closed
1491	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$0	-$4.74M	0	–	Closed
1492	SI Standard Investments New York	$0	-$544K	0	–	Closed
1493	SPC Standard Pacific Capital San Francisco, California	$0	-$16.4M	0	–	Closed
1494	STB S&T Bank Indiana, Pennsylvania	$0	-$191K	0	–	Closed
1495	SCM Stux Capital Management New York	$0	-$2.56M	0	–	Closed
1496	SSG Summit Securities Group New York	$0	-$30K	0	–	Closed
1497	SG Swarthmore Group Philadelphia, Pennsylvania	$0	-$428K	0	–	Closed
1498	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$301K	0	–	Closed
1499	TFO Tarbox Family Office Newport Beach, California	$0	+$603	2	0%	Increased
1500	TC TradeLink Capital Chicago, Illinois	$0	-$1.1M	0	–	Closed