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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
1476
IH
IFC Holdings
Florida
$0 -$239K 0 – Closed
1477
IC
Intersect Capital
California
$0 -$284K 0 – Closed
1478
IP
Interval Partners
New York
$0 -$4.06M 0 – Closed
1479
JGC
J. Goldman & Co
New York
$0 -$195K 0 – Closed
1480
KL
KGH Ltd
Bahamas
$0 -$10.7M 0 – Closed
1481
LCM
Landscape Capital Management
New Jersey
$0 -$871K 0 – Closed
1482
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$797K 0 – Closed
1483
LOT
Lombard Odier Transatlantic
Quebec, Canada
$0 -$16K 0 – Closed
1484
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0 -$1.77M 0 – Closed
1485
MIM
Macroview Investment Management
Maryland
$0 -$1K 0 – Closed
1486
MCC
Malaga Cove Capital
California
$0 -$409K 0 – Closed
1487
MIM
Manitou Investment Management
Ontario, Canada
$0 -$6.41M 0 – Closed
1488
Masters Capital Management
Masters Capital Management
Georgia
$0 -$21.1M 0 – Closed
1489
Meag Munich Ergo
Meag Munich Ergo
Germany
$0 -$6.82M 0 – Closed
1490
MG
Meritage Group
California
$0 -$30.1M 0 – Closed
1491
MI
Montage Investments
Kansas
$0 -$1.22M 0 – Closed
1492
MCM
Murphy Capital Management
New Jersey
$0 -$253K 0 – Closed
1493
NCA
NCM Capital Advisers
North Carolina
$0 -$2K 0 – Closed
1494
NR
Newfound Research
Massachusetts
$0 +$306 2 0% Increased
1495
NPA
Nichols & Pratt Advisers
Massachusetts
$0 -$253K 0 – Closed
1496
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$2.31M 0 – Closed
1497
NAM
NorthCoast Asset Management
Connecticut
$0 -$3.2M 0 – Closed
1498
NC
Northpointe Capital
Michigan
$0 -$375K 0 – Closed
1499
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$1.57M 0 – Closed
1500
PC
Palo Capital
California
$0 -$1.15M 0 – Closed