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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
NR
Newfound Research
Massachusetts
$0 +$123 1 0% New
1502
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0 -$4.77M 0 – Closed
1503
NCM
Novare Capital Management
North Carolina
$0 -$339K 0 – Closed
1504
Old Mission Capital
Old Mission Capital
Illinois
$0 -$3.15M 0 – Closed
1505
PAM
PartnerRe Asset Management
Connecticut
$0 -$220K 0 – Closed
1506
PR
Payden & Rygel
California
$0 -$5K 0 – Closed
1507
PTC
Petrus Trust Company
Texas
$0 -$261K 0 – Closed
1508
PRCM
Pine River Capital Management
Minnesota
$0 -$1.2M 0 – Closed
1509
PIC
Portland Investment Counsel
Ontario, Canada
$0 -$202K 0 – Closed
1510
PSCM
Prince Street Capital Management
New York
$0 -$7.27M 0 – Closed
1511
Prudential plc
Prudential plc
United Kingdom
$0 -$4.32M 0 – Closed
1512
Pure Financial Advisors
Pure Financial Advisors
California
$0 -$314K 0 – Closed
1513
QIM
Quantitative Investment Management
Virginia
$0 -$2.85M 0 – Closed
1514
QI
Quotient Investors
New York
$0 -$210K 0 – Closed
1515
RCS
Retirement Capital Strategies
California
$0 -$256K 0 – Closed
1516
SCP
Scoria Capital Partners
Connecticut
$0 -$13.4M 0 – Closed
1517
SC
Searle & Co
Connecticut
$0 -$605K 0 – Closed
1518
SCM
Segantii Capital Management
Hong Kong
$0 -$233K 0 – Closed
1519
SI
Sensato Investors
California
$0 -$3.52M 0 – Closed
1520
SBIA
Sheaff Brock Investment Advisors
Indiana
$0 -$678K 0 – Closed
1521
SCA
Southpoint Capital Advisors
New York
$0 -$11.5M 0 – Closed
1522
SCM
Southport Capital Management
Tennessee
$0 +$227 1 0% New
1523
SMG
Spectrum Management Group
Indiana
$0 -$32K 0 – Closed
1524
SRAM
Stone Ridge Asset Management
New York
$0 -$345K 0 – Closed
1525
TCM
Telos Capital Management
California
$0 -$205K 0 – Closed