← 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
1676
MAM
Mark Asset Management
New York
$0 -$4.76M 0 – Closed
1677
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$806K 0 – Closed
1678
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$0 -$17K 0 – Closed
1679
MJRIC
Mogy Joel R Investment Counsel
California
$0 -$212K 0 – Closed
1680
MC
Muhlenkamp & Co
Pennsylvania
$0 -$26K 0 – Closed
1681
MCM
Murphy Capital Management
New Jersey
$0 -$249K 0 – Closed
1682
NFG
Nadler Financial Group
Illinois
$0 -$230K 0 – Closed
1683
NMC
Nine Masts Capital
Hong Kong
$0 -$1.58M 0 – Closed
1684
NCM
Novare Capital Management
North Carolina
$0 -$211K 0 – Closed
1685
NFG
Noven Financial Group
Colorado
$0 -$208K 0 – Closed
1686
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$1.51M 0 – Closed
1687
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$184K 0 – Closed
1688
OAM
Origin Asset Management
United Kingdom
$0 -$208K 0 – Closed
1689
PL
Parkwood LLC
Ohio
$0 -$333K 0 – Closed
1690
PIA
Peachtree Investment Advisors
Georgia
$0 -$970K 0 – Closed
1691
PRCM
Pine River Capital Management
Minnesota
$0 -$4.44M 0 – Closed
1692
PointState Capital
PointState Capital
New York
$0 -$87.6M 0 – Closed
1693
PFM
Premier Fund Managers
United Kingdom
$0 -$4.76M 0 – Closed
1694
RAM
Riggs Asset Management
Pennsylvania
$0 -$16K 0 – Closed
1695
RIL
Rothschild Investment LLC
Illinois
$0 -$216K 0 – Closed
1696
SCM
Sandler Capital Management
New York
$0 -$5.92M 0 – Closed
1697
SM
Seminole Management
New York
$0 -$5.32M 0 – Closed
1698
SAM
Serengeti Asset Management
New York
$0 -$1.4M 0 – Closed
1699
SSG
Summit Securities Group
New York
$0 -$225K 0 – Closed
1700
SCP
Syntal Capital Partners
Texas
$0 -$615K 0 – Closed