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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	MFS Madrona Financial Services Everett, Washington	$0	-$211K	–	Closed
1852	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$504K	–	Closed
1853	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$0	-$271K	–	Closed
1854	MAM Mark Asset Management New York	$0	-$330K	–	Closed
1855	MC Menta Capital San Francisco, California	$0	-$1.71M	–	Closed
1856	Montag & Associates Atlanta, Georgia	$0	-$201K	–	Closed
1857	NAP New Amsterdam Partners New York	$0	-$4.03M	–	Closed
1858	Nippon Life Global Investors Americas New York	$0	-$4.37M	–	Closed
1859	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$217K	–	Closed
1860	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$375K	–	Closed
1861	North Star Asset Management Neenah, Wisconsin	$0	-$209K	–	Closed
1862	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$204K	–	Closed
1863	OA Opes Advisors Cupertino, California	$0	-$212K	–	Closed
1864	Oribel Capital Management New York	$0	-$4.63M	–	Closed
1865	PSF Pacific Sun Financial Los Angeles, California	$0	-$1.56M	–	Closed
1866	PVAM Pacific View Asset Management San Francisco, California	$0	-$268K	–	Closed
1867	PM Parametrica Management Wanchai, Hong Kong	$0	-$1.82M	–	Closed
1868	PL Parkwood LLC Cleveland, Ohio	$0	-$718K	–	Closed
1869	PFU Parus Finance (UK) London, United Kingdom	$0	-$2.43M	–	Closed
1870	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$56K	–	Closed
1871	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$7.1M	–	Closed
1872	PM Precept Management Dallas, Texas	$0	-$2.08M	–	Closed
1873	PCM Price Capital Management Lafayette, Louisiana	$0	-$671K	–	Closed
1874	PCA Private Capital Advisors Darien, Connecticut	$0	-$318K	–	Closed
1875	PG Proffitt & Goodson Knoxville, Tennessee	$0	-$212K	–	Closed