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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
1551
VCM
Vision Capital Management
Oregon
$0 -$34.5M 0 – Closed
1552
Voloridge Investment Management
Voloridge Investment Management
Florida
$0 -$1.66M 0 – Closed
1553
VFS
VSR Financial Services
Kansas
$0 -$228K 0 – Closed
1554
WI
Wafra Inc
New York
$0 -$13.4M 0 – Closed
1555
WM
WCG Management
New York
$0 -$5.16M 0 – Closed
1556
WB
Webster Bank
Connecticut
$0 -$226K 0 – Closed
1557
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0 -$44.6M 0 – Closed
1558
WOC
West Oak Capital
California
$0 -$21K 0 – Closed
1559
YP
Yellowstone Partners
Idaho
$0 -$388K 0 – Closed
1560
ZAM
Zevin Asset Management
Massachusetts
$0 -$2.54M 0 – Closed