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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
1626
BCM
Billings Capital Management
Virginia
$0 -$13M 0 – Closed
1627
BBCM
Boardman Bay Capital Management
New York
$0 -$403K 0 – Closed
1628
BKA
Brick & Kyle Associates
Pennsylvania
$0 -$39K 0 – Closed
1629
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$0 -$298K 0 – Closed
1630
BPM
Bronson Point Management
Connecticut
$0 -$5.22M 0 – Closed
1631
BCM
Brookmont Capital Management
Texas
$0 -$1.64M 0 – Closed
1632
CT
Cambridge Trust
Massachusetts
$0 -$200K 0 – Closed
1633
CIAN
Capstone Investment Advisors (Netherlands)
New York
$0 -$280K 0 – Closed
1634
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$538K 0 – Closed
1635
Cerity Partners
Cerity Partners
New York
$0 -$5.31M 0 – Closed
1636
CIC
Chase Investment Counsel
Virginia
$0 -$1.6M 0 – Closed
1637
CFIC
City Financial Investment Company
United Kingdom
$0 -$2.78M 0 – Closed
1638
CT
Clearstead Trust
Maine
$0 -$142K 0 – Closed
1639
CCM
Cohen Capital Management
California
$0 -$12K 0 – Closed
1640
CCM
Condor Capital Management
New Jersey
$0 -$120K 0 – Closed
1641
CC
CQS Cayman
Cayman Islands
$0 -$8.35M 0 – Closed
1642
Empowered Funds
Empowered Funds
Pennsylvania
$0 -$700K 0 – Closed
1643
FP
FDO Partners
Massachusetts
$0 -$516K 0 – Closed
1644
FCFC
First Commonwealth Financial Corp
Pennsylvania
$0 -$778K 0 – Closed
1645
FMA
FNY Managed Accounts
New York
$0 -$133K 0 – Closed
1646
FHAM
Folger Hill Asset Management
New York
$0 -$1.28M 0 – Closed
1647
GEM
Global Endowment Management
North Carolina
$0 -$386K 0 – Closed
1648
GC
GMT Capital
Georgia
$0 -$213K 0 – Closed
1649
HIM
Hanlon Investment Management
New Jersey
$0 -$2.85M 0 – Closed
1650
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$0 -$209K 0 – Closed