← 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	KCP KDI Capital Partners Raleigh, North Carolina	$0	-$381K	–	Closed
1877	LC Landaas & Company Milwaukee, Wisconsin	$0	-$85K	–	Closed
1878	LCG Lisanti Capital Growth New York	$0	-$1.61M	–	Closed
1879	MSR Main Street Research Lakeville, Connecticut	$0	-$221K	–	Closed
1880	Marsico Capital Management Denver, Colorado	$0	-$2M	–	Closed
1881	Maven Securities St Helier, Jersey	$0	-$2.84M	–	Closed
1882	MGI MayTech Global Investments New York	$0	-$9K	–	Closed
1883	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$535K	–	Closed
1884	Mizuho Securities USA New York	$0	-$1.19M	–	Closed
1885	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$0	-$201K	–	Closed
1886	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$3.77M	–	Closed
1887	NFG Nadler Financial Group Deerfield, Illinois	$0	-$230K	–	Closed
1888	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$0	-$548K	–	Closed
1889	NPP New Potomac Partners Bethesda, Maryland	$0	-$1K	–	Closed
1890	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$7.14M	–	Closed
1891	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$223K	–	Closed
1892	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$239K	–	Closed
1893	NIM Northeast Investment Management Boston, Massachusetts	$0	-$223K	–	Closed
1894	OAM Oak Asset Management Westlake Village, California	$0	-$309K	–	Closed
1895	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$219K	–	Closed
1896	OTC Opera Trading Capital Paris, France	$0	-$51K	–	Closed
1897	OA Opes Advisors Cupertino, California	$0	-$1.63M	–	Closed
1898	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$0	-$509K	–	Closed
1899	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$138K	–	Closed
1900	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$1.19M	–	Closed