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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

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	% of Portfolio	Status
1851	Lyrical Asset Management New York	$0	-$266M	–	Closed
1852	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$0	-$215K	–	Closed
1853	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$583K	–	Closed
1854	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$2.62M	–	Closed
1855	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$160K	–	Closed
1856	NPC National Planning Corporation El Segundo, California	$0	-$2.92M	–	Closed
1857	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$105M	–	Closed
1858	Nippon Life Insurance Tokyo, Japan	$0	-$3.29M	–	Closed
1859	NM Nokota Management New York	$0	-$801K	–	Closed
1860	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$17K	–	Closed
1861	NI Nuance Investments Kansas City, Missouri	$0	-$7.05M	–	Closed
1862	Nuveen Fund Advisors Chicago, Illinois	$0	-$454K	–	Closed
1863	OA Oak Associates Akron, Ohio	$0	-$2.22M	–	Closed
1864	PCP P2 Capital Partners New York	$0	-$1.66M	–	Closed
1865	PIA Phoenix Investment Adviser New York	$0	-$367K	–	Closed
1866	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$2.97M	–	Closed
1867	PMG ProVise Management Group Clearwater, Florida	$0	-$415K	–	Closed
1868	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$853K	–	Closed
1869	SIG Schaller Investment Group Winston Salem, North Carolina	$0	-$1.71M	–	Closed
1870	SCM Scopia Capital Management New York	$0	-$89K	–	Closed
1871	Sculptor Capital New York	$0	-$1.25M	–	Closed
1872	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$22.7M	–	Closed
1873	SIC Sigma Investment Counselors Northville, Michigan	$0	-$274K	–	Closed
1874	SI SII Investments Appleton, Wisconsin	$0	-$739K	–	Closed
1875	SCM SIR Capital Management New York	$0	-$366K	–	Closed