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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
1776
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 1 0% Maintained
1777
CC
Carve Capital
Sweden
$4K +$163K 1 0% New
1778
FA
Fortis Advisors
Pennsylvania
$3K $0 1 0% Maintained
1779
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$933 2 0% Increased
1780
BRC
Bell Rock Capital
Delaware
$2K +$1.93K 1 0% New
1781
FCT
Family Capital Trust
Massachusetts
$2K $0 1 0% Maintained
1782
HFM
Hartford Financial Management
Connecticut
$2K -$16K 1 0% Reduced
1783
RCG
Ruggie Capital Group
Florida
$2K $0 1 0% Maintained
1784
CA
Centerpoint Advisors
Massachusetts
$1K +$979 1 0% New
1785
IAS
INR Advisory Services
Pennsylvania
$1K +$21 1 0% Increased
1786
NR
Newfound Research
Massachusetts
$1K +$38 2 0% Increased
1787
1C
1060 Capital
Colorado
$0 -$64.3M 0 – Closed
1788
1CM
1492 Capital Management
Wisconsin
$0 -$2.73M 0 – Closed
1789
AIM
Acropolis Investment Management
Missouri
$0 -$115K 0 – Closed
1790
AP
Advisors Preferred
Maryland
$0 -$9K 0 – Closed
1791
AC
Alexandria Capital
Virginia
$0 -$24K 0 – Closed
1792
AGM
Alpine Global Management
New York
$0 -$349K 0 – Closed
1793
AT
Arden Trust
Delaware
$0 -$459K 0 – Closed
1794
ACM
Ariose Capital Management
Hong Kong
$0 -$30.7M 0 – Closed
1795
AVC
Arlington Value Capital
Utah
$0 -$494K 0 – Closed
1796
Artisan Partners
Artisan Partners
Wisconsin
$0 -$9.36M 0 – Closed
1797
AC
Ascend Capital
California
$0 -$11.8M 0 – Closed
1798
AJ
Ashburton (Jersey)
Jersey
$0 -$304K 0 – Closed
1799
AAM
Aureus Asset Management
Massachusetts
$0 -$255K 0 – Closed
1800
BOH
Bank of Hawaii
Hawaii
$0 -$398K 0 – Closed