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
1651	SMH Sanders Morris Harris Houston, Texas	$0	-$537K	0	–	Closed
1652	SCM Sandler Capital Management New York	$0	-$3.81M	0	–	Closed
1653	SCA Secor Capital Advisors New York	$0	-$545K	0	–	Closed
1654	SAM Serengeti Asset Management New York	$0	-$677K	0	–	Closed
1655	Simon Quick Advisors Morristown, New Jersey	$0	-$58K	0	–	Closed
1656	SNS Financial Group Minneapolis, Minnesota	$0	-$136K	0	–	Closed
1657	SIG Stanford Investment Group Mountain View, California	$0	-$311K	0	–	Closed
1658	SCM Suffolk Capital Management New York	$0	-$6.82M	0	–	Closed
1659	Sumitomo Mitsui Financial Group Tokyo, Japan	$0	-$529K	0	–	Closed
1660	TNAM Terra Nova Asset Management New York	$0	-$211K	0	–	Closed
1661	TP Truvvo Partners New York	$0	-$5.09M	0	–	Closed
1662	Viking Global Investors Stamford, Connecticut	$0	-$167M	0	–	Closed
1663	VF Virtu Financial New York	$0	-$209K	0	–	Closed
1664	Westfield Capital Management Boston, Massachusetts	$0	-$11.2M	0	–	Closed
1665	WBG Wharton Business Group Malvern, Pennsylvania	$0	-$393K	0	–	Closed
1666	WFG Windsor Financial Group Minneapolis, Minnesota	$0	-$211K	0	–	Closed
1667	YCMGA York Capital Management Global Advisors New York	$0	-$36.1M	0	–	Closed