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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
1526
ACM
Argentus Capital Management
Texas
$0 -$960K 0 – Closed
1527
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$283M 0 – Closed
1528
AG
Artal Group
Luxembourg
$0 -$10.2M 0 – Closed
1529
BCM
Basswood Capital Management
New York
$0 -$21M 0 – Closed
1530
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 $0 1 0% Maintained
1531
BAM
Brave Asset Management
New Jersey
$0 -$185K 0 – Closed
1532
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$3.35M 0 – Closed
1533
Brighton Jones LLC
Brighton Jones LLC
Washington
$0 -$833K 0 – Closed
1534
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$0 $0 0 – Closed
1535
BCM
Brookmont Capital Management
Texas
$0 -$2.63M 0 – Closed
1536
CC
Cannell & Co
New York
$0 -$324K 0 – Closed
1537
CCA
Canyon Capital Advisors
Texas
$0 -$2.68M 0 – Closed
1538
CCC
Chelsea Counsel Company
California
$0 -$881K 0 – Closed
1539
CNC
Citizens & Northern Corp
Pennsylvania
$0 -$634K 0 – Closed
1540
CFS
Commonwealth Financial Services
West Virginia
$0 -$408K 0 – Closed
1541
CCM
Concourse Capital Management
Georgia
$0 -$91K 0 – Closed
1542
CCM
Cutler Capital Management
Massachusetts
$0 -$164K 0 – Closed
1543
CCG
Cypress Capital Group
Florida
$0 -$632K 0 – Closed
1544
DILH
Dai-ichi Life Holdings
Japan
$0 -$3.6M 0 – Closed
1545
DC
Deere & Company
Illinois
$0 -$2.69M 0 – Closed
1546
DWT
Dorsey & Whitney Trust
South Dakota
$0 -$246K 0 – Closed
1547
Element Capital Management
Element Capital Management
New York
$0 -$449K 0 – Closed
1548
FCIM
Fairview Capital Investment Management
California
$0 -$778K 0 – Closed
1549
FNYS
First New York Securities
New York
$0 -$9.25K 0 – Closed
1550
Första AP-fonden
Första AP-fonden
Sweden
$0 -$66.6M 0 – Closed