← All themes

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
1526
MPM
Meritage Portfolio Management
Kansas
$0 -$5.8M 0 – Closed
1527
MHS
M Holdings Securities
Oregon
$0 -$112K 0 – Closed
1528
MIM
Midwest Investment Management
Ohio
$0 -$1.26M 0 – Closed
1529
MCM
Mitchell Capital Management
Kansas
$0 -$10.5M 0 – Closed
1530
MLL
Moody Lynn & Lieberson
Massachusetts
$0 -$2.14M 0 – Closed
1531
MWVC
Morgens Waterfall Vintiadis & Co
New York
$0 -$1.77M 0 – Closed
1532
NPGCU
Napier Park Global Capital (US)
New York
$0 -$754K 0 – Closed
1533
NBC
Neuberger Berman Canada
Ontario, Canada
$0 -$315K 0 – Closed
1534
One Capital Management
One Capital Management
California
$0 -$36K 0 – Closed
1535
PIM
Parasol Investment Management
Illinois
$0 -$4K 0 – Closed
1536
PCP
Perimeter Capital Partners
Georgia
$0 -$398K 0 – Closed
1537
PIA
Piedmont Investment Advisors
North Carolina
$0 -$56.3K 0 – Closed
1538
PC
Pier Capital
Connecticut
$0 -$6.75M 0 – Closed
1539
PCM
Piermont Capital Management
Missouri
$0 -$1.86M 0 – Closed
1540
PO
Private Ocean
California
$0 -$2.34K 1 0% Reduced
1541
PVH
Psagot Value Holdings
Israel
$0 -$142K 0 – Closed
1542
QCM
Quadrant Capital Management
New Jersey
$0 -$1.05M 0 – Closed
1543
QIM
Quantitative Investment Management
Virginia
$0 -$22M 0 – Closed
1544
QF
QVT Financial
New York
$0 -$9.87M 0 – Closed
1545
RGNCM
R.G. Niederhoffer Capital Management
New York
$0 -$753K 0 – Closed
1546
RHJA
Rice Hall James & Associates
California
$0 -$14.8M 0 – Closed
1547
RCMC
RK Capital Management (Colorado)
Colorado
$0 -$3.28M 0 – Closed
1548
RCIM
Russell Clark Investment Management
United Kingdom
$0 -$825K 0 – Closed
1549
SM
Sabby Management
Florida
$0 -$7.93M 0 – Closed
1550
SFSIG
San Francisco Sentry Investment Group
California
$0 -$34K 0 – Closed