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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	Theme Stocks	% of Portfolio	Status
1526	SCM Scopia Capital Management New York	$0	-$85K	0	–	Closed
1527	SAM Scopus Asset Management New York	$0	-$4.83M	0	–	Closed
1528	SCM Signia Capital Management Spokane, Washington	$0	-$495K	0	–	Closed
1529	SGAM Smith Group Asset Management Dallas, Texas	$0	-$23K	0	–	Closed
1530	SoftBank Group Tokyo, Japan	$0	-$14.9M	0	–	Closed
1531	SIM Stelliam Investment Management New York	$0	-$84.4M	0	–	Closed
1532	TCM Telos Capital Management San Diego, California	$0	-$951K	0	–	Closed
1533	TWI Thomas White International Chicago, Illinois	$0	-$1.02M	0	–	Closed
1534	TIA Tiemann Investment Advisors Menlo Park, California	$0	-$218K	0	–	Closed
1535	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$0	-$294K	0	–	Closed
1536	TBAM True Bearing Asset Management San Francisco, California	$0	-$1.52M	0	–	Closed
1537	UBS O'Connor Chicago, Illinois	$0	-$14M	0	–	Closed
1538	VWM Valley Wealth Managers Paramus, New Jersey	$0	-$10.2M	0	–	Closed
1539	Viking Global Investors Stamford, Connecticut	$0	-$209M	0	–	Closed
1540	VF Virtu Financial New York	$0	-$272K	0	–	Closed
1541	Voloridge Investment Management Jupiter, Florida	$0	-$27.1M	0	–	Closed
1542	WI Wafra Inc New York	$0	-$902K	0	–	Closed
1543	WIC Water Island Capital New York	$0	-$15K	0	–	Closed
1544	Waverly Advisors Birmingham, Alabama	$0	-$18K	0	–	Closed
1545	WCM Wealthcare Capital Management Richmond, Virginia	$0	$0	1	0%	Maintained
1546	WSCM Wellington Shields Capital Management New York	$0	-$177K	0	–	Closed
1547	WCF West Coast Financial Santa Barbara, California	$0	-$188K	0	–	Closed