← All themes

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
1626
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$0 -$303K 0 – Closed
1627
Marshall Wace
Marshall Wace
United Kingdom
$0 -$29.2M 0 – Closed
1628
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$0 -$112K 0 – Closed
1629
MSTVIM
Messner & Smith Theme Value Investment Management
California
$0 -$870K 0 – Closed
1630
MBT
Montecito Bank & Trust
California
$0 -$91K 0 – Closed
1631
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$0 -$347K 0 – Closed
1632
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$0 -$2.35M 0 – Closed
1633
NC
Nokomis Capital
Texas
$0 -$1.41M 0 – Closed
1634
NAM
NorthCoast Asset Management
Connecticut
$0 -$2.06M 0 – Closed
1635
NIM
Northeast Investment Management
Massachusetts
$0 -$222K 0 – Closed
1636
OCM
Oakwood Capital Management
California
$0 -$441K 0 – Closed
1637
OA
Omega Advisors
New York
$0 -$1.52M 0 – Closed
1638
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0 -$24M 0 – Closed
1639
Palisade Capital Management
Palisade Capital Management
New Jersey
$0 -$474K 0 – Closed
1640
PCM
Palouse Capital Management
Washington
$0 -$208K 0 – Closed
1641
PFA
Paradigm Financial Advisors
Missouri
$0 -$1.43M 0 – Closed
1642
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$0 -$829K 0 – Closed
1643
PFS
Physicians Financial Services
North Carolina
$0 -$110K 0 – Closed
1644
Polar Capital
Polar Capital
United Kingdom
$0 -$1.21M 0 – Closed
1645
PIM
Progressive Investment Management
Oregon
$0 -$1.62M 0 – Closed
1646
PVH
Psagot Value Holdings
Israel
$0 -$18K 0 – Closed
1647
RWM
Raffa Wealth Management
District of Columbia
$0 -$38.3K 0 – Closed
1648
RB
Rodgers Brothers
Pennsylvania
$0 -$390K 0 – Closed
1649
RCM
Rutabaga Capital Management
Massachusetts
$0 -$839K 0 – Closed
1650
Saba Capital Management
Saba Capital Management
New York
$0 -$5.56M 0 – Closed