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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
1851
Everett Harris & Co
Everett Harris & Co
California
$0 -$237K 0 – Closed
1852
FC
Fairpointe Capital
Illinois
$0 -$264K 0 – Closed
1853
FCFC
First Commonwealth Financial Corp
Pennsylvania
$0 -$316K 0 – Closed
1854
FQ
First Quadrant
California
$0 -$362K 0 – Closed
1855
FA
Friess Associates
Delaware
$0 -$18.8M 0 – Closed
1856
GIM
GCA Investment Management
New York
$0 -$2.54M 0 – Closed
1857
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$0 -$75K 0 – Closed
1858
GCA
Gideon Capital Advisors
New York
$0 -$1.06M 0 – Closed
1859
Gofen & Glossberg
Gofen & Glossberg
Illinois
$0 -$311K 0 – Closed
1860
GAMA
Graticule Asia Macro Advisors
New York
$0 -$4.61M 0 – Closed
1861
GCA
Greenwood Capital Associates
South Carolina
$0 -$1.05M 0 – Closed
1862
GFP
Gryphon Financial Partners
Ohio
$0 -$135K 0 – Closed
1863
HT
HAP Trading
New York
$0 -$7M 0 – Closed
1864
HP
Harbourvest Partners
Massachusetts
$0 -$1.09M 0 – Closed
1865
HA
Harfst & Associates
Wyoming
$0 -$359K 0 – Closed
1866
HAM
Highstreet Asset Management
Ontario, Canada
$0 -$309K 0 – Closed
1867
HIS
Horizon Investment Services
Indiana
$0 -$1.43M 0 – Closed
1868
HRT Financial
HRT Financial
New York
$0 -$1.39M 0 – Closed
1869
II
Ibex Investors
Colorado
$0 -$389K 0 – Closed
1870
IA
Icon Advisers
Colorado
$0 -$6.67M 0 – Closed
1871
IR
Invictus RG
Bermuda
$0 -$917K 0 – Closed
1872
JSA
Jacobson & Schmitt Advisors
Wisconsin
$0 -$487K 0 – Closed
1873
JCM
JD Capital Management
Connecticut
$0 -$1.56M 0 – Closed
1874
JAM
JW Asset Management
Florida
$0 -$5.14M 0 – Closed
1875
KCPG
Kavar Capital Partners Group
Kansas
$0 -$129K 0 – Closed