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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
1501
OM
Ospraie Management
New York
$0 -$1.96M 0 – Closed
1502
PWS
Peloton Wealth Strategists
Indiana
$0 -$1.71M 0 – Closed
1503
PTC
Philadelphia Trust Company
Pennsylvania
$0 -$717K 0 – Closed
1504
PM
Platinum Management
New York
$0 -$3.5M 0 – Closed
1505
PWAG
Polaris Wealth Advisory Group
California
$0 -$104K 0 – Closed
1506
QSS
Quantitative Systematic Strategies
Florida
$0 -$299K 0 – Closed
1507
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$280K 0 – Closed
1508
RBF Capital
RBF Capital
California
$0 -$206K 0 – Closed
1509
RI
Redwood Investments
Massachusetts
$0 -$10K 0 – Closed
1510
RCAG
Rehmann Capital Advisory Group
Michigan
$0 -$208K 0 – Closed
1511
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$0 -$77K 0 – Closed
1512
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$0 -$77.7M 0 – Closed
1513
SCA
Salient Capital Advisors
Texas
$0 -$896K 0 – Closed
1514
Samlyn Capital
Samlyn Capital
New York
$0 -$30.4M 0 – Closed
1515
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$0 -$9.51M 0 – Closed
1516
SIC
Schwartz Investment Counsel
Michigan
$0 -$967K 0 – Closed
1517
SAM
Selway Asset Management
$0 -$691K 0 – Closed
1518
SSWM
Sheets Smith Wealth Management
North Carolina
$0 -$1.17M 0 – Closed
1519
SKK
Shepherd Kaplan Krochuk
Massachusetts
$0 -$11K 0 – Closed
1520
SCM
Sigma Capital Management
Connecticut
$0 -$3.3M 0 – Closed
1521
ST
Spinnaker Trust
Maine
$0 -$232K 0 – Closed
1522
SFPIA
Stevens First Principles Investment Advisors
California
$0 -$87K 0 – Closed
1523
TFMS
Trust & Fiduciary Management Services
Massachusetts
$0 -$76K 0 – Closed
1524
VHAM
Van Hulzen Asset Management
California
$0 -$1.8M 0 – Closed
1525
Washington Trust
Washington Trust
Rhode Island
$0 -$211K 0 – Closed