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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
1501	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$0	-$108K	–	Closed
1502	Fuller & Thaler Asset Management San Mateo, California	$0	-$5K	–	Closed
1503	GMIM General Motors Investment Management New York	$0	-$2.04M	–	Closed
1504	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$2.11M	–	Closed
1505	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$375K	–	Closed
1506	IA Icon Advisers Greenwood Village, Colorado	$0	-$679K	–	Closed
1507	IC Intersect Capital San Ramon, California	$0	-$115K	–	Closed
1508	IIA IPG Investment Advisors San Diego, California	$0	-$254K	–	Closed
1509	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$0	-$138M	–	Closed
1510	JC Jetstream Capital Brentwood, Tennessee	$0	-$668K	–	Closed
1511	JAM JW Asset Management Miami Beach, Florida	$0	-$2.83M	–	Closed
1512	KCP KDI Capital Partners Raleigh, North Carolina	$0	-$98K	–	Closed
1513	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$255K	–	Closed
1514	KL KWMG LLC Overland Park, Kansas	$0	-$202K	–	Closed
1515	LOGI Long Oar Global Investors New York	$0	-$566	–	Closed
1516	LSC Lyon Street Capital Sausalito, California	$0	-$3.48M	–	Closed
1517	MUSU Mitsubishi UFJ Securities (USA) New York	$0	-$1.95M	–	Closed
1518	Moneta Group Investment Advisors St Louis, Missouri	$0	-$1.11M	–	Closed
1519	MUFG Securities EMEA London, United Kingdom	$0	-$2.45M	–	Closed
1520	NV Nair Vinay	$0	-$768K	–	Closed
1521	NI Nepsis Inc Minneapolis, Minnesota	$0	-$5.37M	–	Closed
1522	NAP New Amsterdam Partners New York	$0	-$2.34M	–	Closed
1523	NCM Newland Capital Management New York	$0	-$679K	–	Closed
1524	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$303K	–	Closed
1525	POA Pergamon Offshore Advisors New York	$0	-$499K	–	Closed