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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
1601	CM Crestline Management Fort Worth, Texas	$0	-$296K	–	Closed
1602	DCM Daruma Capital Management New York	$0	-$55.2M	–	Closed
1603	DAL David A. Lorber	$0	-$90K	–	Closed
1604	ECM Elgethun Capital Management Sioux Falls, South Dakota	$0	-$108K	–	Closed
1605	Empirical Finance Havertown, Pennsylvania	$0	-$18K	–	Closed
1606	EM Endicott Management New York	$0	-$1.33M	–	Closed
1607	Evergreen Capital Management Bellevue, Washington	$0	-$2.84M	–	Closed
1608	FDS First Dallas Securities Dallas, Texas	$0	-$267K	–	Closed
1609	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$279K	–	Closed
1610	FPCP Fort Point Capital Partners San Francisco, California	$0	-$828K	–	Closed
1611	FCG FrontFour Capital Group Greenwich, Connecticut	$0	-$4.58M	–	Closed
1612	G GenTrust Miami, Florida	$0	-$427K	–	Closed
1613	GC Gruss & Co West Palm Beach, Florida	$0	-$237K	–	Closed
1614	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$351K	–	Closed
1615	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$2.2M	–	Closed
1616	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$0	-$10K	–	Closed
1617	Hermes Investment Management London Uk, United Kingdom	$0	-$9.07M	–	Closed
1618	HCM Highline Capital Management New York	$0	-$31.6M	–	Closed
1619	HH HWG Holdings Houston, Texas	$0	-$1.34M	–	Closed
1620	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$812K	–	Closed
1621	ID Integral Derivatives New York	$0	-$153K	–	Closed
1622	JIC Joel Isaacson & Co New York	$0	-$48K	–	Closed
1623	Jupiter Investment Management London, United Kingdom	$0	-$23K	–	Closed
1624	KLI Kelman-Lazarov Inc Memphis, Tennessee	$0	-$108K	–	Closed
1625	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$322K	–	Closed