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
1876	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$3.55M	0	–	Closed
1877	SL Summitry LLC Foster City, California	$0	-$1.24M	0	–	Closed
1878	SD Sumway Development Shanghai, China	$0	-$25.5M	0	–	Closed
1879	TI Telemetry Investments New York	$0	-$226K	0	–	Closed
1880	TPCM Three Peaks Capital Management Castle Rock, Colorado	$0	-$6.14M	0	–	Closed
1881	T TOBAM Paris, France	$0	-$1.65M	0	–	Closed
1882	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$1.43M	0	–	Closed
1883	TMC Trellus Management Company Delray Beach, Florida	$0	-$273K	0	–	Closed
1884	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$216K	0	–	Closed
1885	VI Versor Investments New York	$0	-$358K	0	–	Closed
1886	VC Vicus Capital State College, Pennsylvania	$0	-$215K	0	–	Closed
1887	WF WealthTrust Fairport Cleveland, Ohio	$0	-$201K	0	–	Closed
1888	WCF West Coast Financial Santa Barbara, California	$0	-$220K	0	–	Closed
1889	WSL Western Standard LLC Los Angeles, California	$0	-$393K	0	–	Closed
1890	Whale Rock Capital Management Boston, Massachusetts	$0	-$53.4M	0	–	Closed
1891	ZDA Zweig-DiMenna Associates New York	$0	-$7.92M	0	–	Closed