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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	Theme Stocks	% of Portfolio	Status
1851	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$0	-$72K	0	–	Closed
1852	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$250K	0	–	Closed
1853	BCMNY Buckingham Capital Management (New York) New York	$0	-$8.2M	0	–	Closed
1854	BI Bulldog Investors Saddle Brook, New Jersey	$0	-$494K	0	–	Closed
1855	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$12K	0	–	Closed
1856	CCM Campbell Capital Management Miami, Florida	$0	-$621K	0	–	Closed
1857	CF Centaurus Financial Anaheim, California	$0	-$372K	0	–	Closed
1858	CGM Centenus Global Management New York	$0	-$6.25M	0	–	Closed
1859	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$1.33M	0	–	Closed
1860	CWA Clarus Wealth Advisors Peoria, Arizona	$0	-$237K	0	–	Closed
1861	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	6	0%	Maintained
1862	CF CNA Financial Chicago, Illinois	$0	-$1.84M	0	–	Closed
1863	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$0	-$11.9M	0	–	Closed
1864	CCM Community Capital Management Plantation, Florida	$0	-$279K	0	–	Closed
1865	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$0	-$6.82M	0	–	Closed
1866	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$268K	0	–	Closed
1867	CL CSS LLC Chicago, Illinois	$0	-$181K	0	–	Closed
1868	Davidson Kempner Capital Management New York	$0	-$14.9M	0	–	Closed
1869	DIM Delta Investment Management San Francisco, California	$0	-$237K	0	–	Closed
1870	Destination Wealth Management Walnut Creek, California	$0	-$33K	0	–	Closed
1871	Discovery Capital Management South Norwalk, Connecticut	$0	-$12.8M	0	–	Closed
1872	DAM DLD Asset Management New York	$0	-$2.11M	0	–	Closed
1873	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$240K	0	–	Closed
1874	Dorsal Capital Management Redwood City, California	$0	-$2.23M	0	–	Closed
1875	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$0	-$16K	0	–	Closed