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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
PAIA
Park Avenue Institutional Advisers
New York
$0 -$195K 0 – Closed
1502
PM
Pembroke Management
Quebec, Canada
$0 -$18.2M 0 – Closed
1503
Perpetual Ltd
Perpetual Ltd
Australia
$0 -$203K 0 – Closed
1504
PointState Capital
PointState Capital
New York
$0 -$3.01M 0 – Closed
1505
PC
Pomelo Capital
New York
$0 -$650K 0 – Closed
1506
PAM
PT Asset Management
Illinois
$0 -$86.6K 0 – Closed
1507
RGI
River Global Investors
United Kingdom
$0 -$51K 0 – Closed
1508
RCMC
RK Capital Management (Colorado)
Colorado
$0 -$3.3M 0 – Closed
1509
RIG
Roosevelt Investment Group
New York
$0 -$3.37M 0 – Closed
1510
SM
Sciencast Management
New Jersey
$0 -$736K 0 – Closed
1511
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$0 -$966K 0 – Closed
1512
SC
Shellback Capital
Massachusetts
$0 -$8.58M 0 – Closed
1513
SCM
Southport Capital Management
Tennessee
$0 $0 0 – Closed
1514
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$0 -$212K 0 – Closed
1515
SL
Summitry LLC
California
$0 -$621K 0 – Closed
1516
TC
Tairen Capital
Hong Kong
$0 -$191K 0 – Closed
1517
TNB
Thomasville National Bank
Georgia
$0 -$646K 0 – Closed
1518
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$0 -$7.83M 0 – Closed
1519
TIM
Tortoise Investment Management
New York
$0 -$1K 0 – Closed
1520
TGI
Tradewinds Global Investors
California
$0 -$247K 0 – Closed
1521
TI
Trigran Investments
Illinois
$0 -$376K 0 – Closed
1522
VF
Virtu Financial
New York
$0 -$470K 0 – Closed
1523
WB
Webster Bank
Connecticut
$0 -$269K 0 – Closed
1524
Wolverine Trading
Wolverine Trading
Illinois
$0 -$3.04M 0 – Closed
1525
YMRC
Yorktown Management & Research Company
Virginia
$0 -$212K 0 – Closed