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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
1526	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$886K	–	Closed
1527	PCM Potomac Capital Management New York	$0	-$103K	–	Closed
1528	PAM PT Asset Management Chicago, Illinois	$0	-$166K	–	Closed
1529	QI Qualcomm Inc San Diego, California	$0	-$22K	–	Closed
1530	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$4.9M	–	Closed
1531	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$300K	–	Closed
1532	RBA Richard Bernstein Advisors New York	$0	-$2.9M	–	Closed
1533	RC Roundview Capital Princeton, New Jersey	$0	-$415K	–	Closed
1534	SC Saiers Capital New York	$0	-$2.17M	–	Closed
1535	Sarasin & Partners London, United Kingdom	$0	-$1.53M	–	Closed
1536	SC Sasco Capital Fairfield, Connecticut	$0	-$100M	–	Closed
1537	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$0	-$201K	–	Closed
1538	SM Scoggin Management New York	$0	-$1.04M	–	Closed
1539	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$1.71M	–	Closed
1540	SAM Shikiar Asset Management New York	$0	-$546K	–	Closed
1541	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$217K	–	Closed
1542	SWK Stephen W. Kidder	$0	-$299K	–	Closed
1543	SFS Strategic Financial Services Utica, New York	$0	-$3.22M	–	Closed
1544	TCTC Holdings Dallas, Texas	$0	-$201K	–	Closed
1545	Thornburg Investment Management Santa Fe, New Mexico	$0	-$12.5M	–	Closed
1546	TIAA CREF Trust St Louis, Missouri	$0	-$1.18M	–	Closed
1547	TI Turner Investments Berwyn, Pennsylvania	$0	-$1.05M	–	Closed
1548	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$203K	–	Closed
1549	ValueAct Holdings San Francisco, California	$0	-$74.4M	–	Closed
1550	Viking Global Investors Stamford, Connecticut	$0	-$128M	–	Closed