← All themes

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
1876	QAM Quentec Asset Management New York	$0	-$26.8M	–	Closed
1877	RMC Regis Management Company Menlo Park, California	$0	-$7.78M	–	Closed
1878	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$84K	–	Closed
1879	RTS Round Table Services Westfield, New Jersey	$0	-$203K	–	Closed
1880	SCM Sandler Capital Management New York	$0	-$2.74M	–	Closed
1881	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$13K	–	Closed
1882	SWA SFMG Wealth Advisors Plano, Texas	$0	-$201K	–	Closed
1883	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$463K	–	Closed
1884	SIA Starfire Investment Advisers Southfield, Michigan	$0	-$277K	–	Closed
1885	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$0	-$226K	–	Closed
1886	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$1.81M	–	Closed
1887	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$4.95M	–	Closed
1888	TEE Tibra Equities Europe London, United Kingdom	$0	-$1.9M	–	Closed
1889	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$0	-$79.7M	–	Closed
1890	TH Timber Hill Greenwich, Connecticut	$0	-$6.47M	–	Closed
1891	TI Turner Investments Berwyn, Pennsylvania	$0	-$31K	–	Closed
1892	UBS O'Connor Chicago, Illinois	$0	-$10.2M	–	Closed
1893	UFF USA Financial Formulas Ada, Michigan	$0	-$344K	–	Closed
1894	VAM Verity Asset Management Durham, North Carolina	$0	-$260K	–	Closed
1895	VIA Virtus Investment Advisers Hartford, Connecticut	$0	-$775K	–	Closed
1896	VCP Vista Capital Partners Portland, Oregon	$0	-$226K	–	Closed
1897	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$206K	–	Closed
1898	WC Walthausen & Co Malta, New York	$0	-$12.9M	–	Closed
1899	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$2.46M	–	Closed
1900	Waverly Advisors Birmingham, Alabama	$0	-$49K	–	Closed