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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	% of Portfolio	Status
1476	HA Harfst & Associates Sheridan, Wyoming	$0	-$187K	–	Closed
1477	HP Harvey Partners Tarrytown, New York	$0	-$3.85M	–	Closed
1478	HWP Hefty Wealth Partners Auburn, Indiana	$0	-$732K	–	Closed
1479	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$15.3M	–	Closed
1480	HPCM High Pointe Capital Management Chicago, Illinois	$0	-$745K	–	Closed
1481	HI Honeywell International Charlotte, North Carolina	$0	-$41.4M	–	Closed
1482	HCMNY Howard Capital Management (New York) New York	$0	-$377K	–	Closed
1483	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$284K	–	Closed
1484	Hudson Bay Capital Management Stamford, Connecticut	$0	-$2.42M	–	Closed
1485	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$120K	–	Closed
1486	Iconiq Capital San Francisco, California	$0	-$305K	–	Closed
1487	ID Integral Derivatives New York	$0	-$512K	–	Closed
1488	JGC J. Goldman & Co New York	$0	-$6.15M	–	Closed
1489	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$54K	–	Closed
1490	KCP KDI Capital Partners Raleigh, North Carolina	$0	-$3.71M	–	Closed
1491	KA Kerrisdale Advisers Miami, Florida	$0	-$2.23M	–	Closed
1492	Laurion Capital Management New York	$0	-$14.7M	–	Closed
1493	LA Linden Advisors New York	$0	-$1.29M	–	Closed
1494	LCP Longbow Capital Partners New York	$0	-$284K	–	Closed
1495	LI Longer Investments Fayetteville, Arkansas	$0	-$1.91M	–	Closed
1496	LIM Lorem Ipsum Management New York	$0	-$19.7K	–	Closed
1497	MSR Main Street Research Lakeville, Connecticut	$0	-$3.42M	–	Closed
1498	MCM McKinley Capital Management Anchorage, Alaska	$0	-$122K	–	Closed
1499	Mizuho Securities USA New York	$0	-$812K	–	Closed
1500	MFS Monetta Financial Services Wheaton, Illinois	$0	-$576K	–	Closed