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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
1876	LMR Partners London, United Kingdom	$0	-$446K	0	–	Closed
1877	Lockheed Martin Investment Management Bethesda, Maryland	$0	-$532K	0	–	Closed
1878	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$212K	0	–	Closed
1879	MP Makaira Partners La Jolla, California	$0	-$26.3M	0	–	Closed
1880	MCM Maple Capital Management Montpelier, Vermont	$0	-$261K	0	–	Closed
1881	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$0	-$166K	0	–	Closed
1882	Meridian Wealth Management Lexington, Kentucky	$0	-$254K	0	–	Closed
1883	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$4.2M	0	–	Closed
1884	MJP Michael J. Puzo	$0	-$272K	0	–	Closed
1885	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$2.46M	0	–	Closed
1886	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$0	-$1K	0	–	Closed
1887	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$21.3M	0	–	Closed
1888	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$203K	0	–	Closed
1889	MA MYDA Advisors Woodmere, New York	$0	-$183K	0	–	Closed
1890	NPIC Neumeier Poma Investment Counsel Carmel, California	$0	-$7.13M	0	–	Closed
1891	Nicholas Company Milwaukee, Wisconsin	$0	-$5.12M	0	–	Closed
1892	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$429K	1	0%	Reduced
1893	OCM Oakwood Capital Management Los Angeles, California	$0	-$202K	0	–	Closed
1894	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$0	-$5K	0	–	Closed
1895	OKSA O'Keefe Stevens Advisory Rochester, New York	$0	-$2.59M	0	–	Closed
1896	PC Palo Capital Newport Beach, California	$0	-$295K	0	–	Closed
1897	PIM Partner Investment Management San Francisco, California	$0	-$506K	0	–	Closed
1898	PHS PFM Health Sciences San Francisco, California	$0	-$19.3M	0	–	Closed
1899	PBT Pictet Bank & Trust Nassau, Bahamas	$0	-$462K	0	–	Closed
1900	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$249K	0	–	Closed