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
1601	SCM SG Capital Management Chicago, Illinois	$0	-$36M	0	–	Closed
1602	SignatureFD Atlanta, Georgia	$0	-$625K	0	–	Closed
1603	SAM Solaris Asset Management New York	$0	-$19K	0	–	Closed
1604	TG Threshold Group Seattle, Washington	$0	-$2.07M	0	–	Closed
1605	TIA Tiemann Investment Advisors Menlo Park, California	$0	-$244K	0	–	Closed
1606	T TOBAM Paris, France	$0	-$2.06M	0	–	Closed
1607	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$2.28M	0	–	Closed
1608	VCM Vigilant Capital Management Portland, Maine	$0	-$1K	0	–	Closed
1609	VBCP Vollero Beach Capital Partners New York	$0	-$2.18M	0	–	Closed
1610	Waverly Advisors Birmingham, Alabama	$0	-$211K	0	–	Closed
1611	Weiss Asset Management Boston, Massachusetts	$0	-$240K	0	–	Closed
1612	WOC West Oak Capital Westlake Village, California	$0	-$16.4K	0	–	Closed
1613	WHI William Harris Investors Chicago, Illinois	$0	-$9.14M	0	–	Closed
1614	WIC Woodmont Investment Counsel Nashville, Tennessee	$0	-$151K	0	–	Closed
1615	Yacktman Asset Management Austin, Texas	$0	-$242K	0	–	Closed