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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
1826
BWM
BigSur Wealth Management
Florida
$0 -$211K 0 – Closed
1827
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$0 -$227K 0 – Closed
1828
BIM
Bogle Investment Management
Massachusetts
$0 -$610K 0 – Closed
1829
BIM
Bridgecreek Investment Management
Oklahoma
$0 -$1M 0 – Closed
1830
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$16.4M 0 – Closed
1831
BWA
Burt Wealth Advisors
Maryland
$0 -$52K 0 – Closed
1832
CA
Cambridge Advisors
Nebraska
$0 -$299K 0 – Closed
1833
Cannell & Spears
Cannell & Spears
New York
$0 -$287K 0 – Closed
1834
CFA
Capstone Financial Advisors
Illinois
$0 -$221K 0 – Closed
1835
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$1.62M 0 – Closed
1836
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$0 -$2.31M 0 – Closed
1837
CDH
Charles D. Hyman
$0 -$209K 0 – Closed
1838
Churchill Management
Churchill Management
California
$0 -$17.3M 0 – Closed
1839
CCA
Clearwater Capital Advisors
Illinois
$0 -$52K 0 – Closed
1840
CA
Continental Advisors
Utah
$0 -$610K 0 – Closed
1841
CIM
Contravisory Investment Management
Massachusetts
$0 -$310K 0 – Closed
1842
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$681K 0 – Closed
1843
CC
Courier Capital
New York
$0 -$220K 0 – Closed
1844
CT
CPF Texas
Texas
$0 -$80K 0 – Closed
1845
CRM
Cramer Rosenthal McGlynn
Connecticut
$0 -$49.3M 0 – Closed
1846
CLCM
Crawford Lake Capital Management
New Jersey
$0 -$5.31M 0 – Closed
1847
CCM
Criterion Capital Management
California
$0 -$26M 0 – Closed
1848
DIS
Diversified Investment Strategies
Louisiana
$0 -$218K 0 – Closed
1849
DSAM
Dock Street Asset Management
Florida
$0 -$675K 0 – Closed
1850
Dorsal Capital Management
Dorsal Capital Management
California
$0 -$9.31M 0 – Closed