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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
M
MOTCO
Texas
$0 -$98K 0 – Closed
1502
MC
MRJ Capital
New York
$0 -$166K 0 – Closed
1503
NEIRG
New England Investment & Retirement Group
Massachusetts
$0 -$2.55M 0 – Closed
1504
NI
Nuance Investments
Missouri
$0 -$810K 0 – Closed
1505
ODCM
Old Dominion Capital Management
Virginia
$0 -$672K 0 – Closed
1506
PCM
Palouse Capital Management
Washington
$0 -$5.75M 0 – Closed
1507
PWS
Peloton Wealth Strategists
Indiana
$0 -$947K 0 – Closed
1508
PCM
Penn Capital Management
Pennsylvania
$0 -$3.86M 0 – Closed
1509
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$0 -$10.1M 0 – Closed
1510
PCA
Private Capital Advisors
Connecticut
$0 -$3.26M 0 – Closed
1511
PAIM
Punch & Associates Investment Management
Minnesota
$0 -$1.01K 0 – Closed
1512
RIM
Ranger Investment Management
Texas
$0 -$24M 0 – Closed
1513
RC
Roundview Capital
New Jersey
$0 -$1.44M 0 – Closed
1514
SFP
Santa Fe Partners
New Mexico
$0 -$2.19M 0 – Closed
1515
Saturna Capital
Saturna Capital
Washington
$0 -$23K 0 – Closed
1516
SAM
Serengeti Asset Management
New York
$0 -$6.88M 0 – Closed
1517
SBA
Seven Bridges Advisors
New York
$0 -$106K 0 – Closed
1518
SC
Shellback Capital
Massachusetts
$0 -$2.55M 0 – Closed
1519
SJIC
St. James Investment Company
Texas
$0 -$456K 0 – Closed
1520
SL
Summitry LLC
California
$0 -$200K 0 – Closed
1521
TI
Telemetry Investments
New York
$0 -$1.1M 0 – Closed
1522
TMC
Trellus Management Company
Florida
$0 -$547K 0 – Closed
1523
UAM
UAS Asset Management
New York
$0 -$240K 0 – Closed
1524
UONDDL
University of Notre Dame du Lac
Indiana
$0 -$819K 0 – Closed
1525
USGIU
U.S. Global Investors (USGI)
Texas
$0 -$107K 0 – Closed