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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1901
PM
Penbrook Management
New York
$0 -$832K 0 – Closed
1902
PCM
Perkins Capital Management
Minnesota
$0 -$782K 0 – Closed
1903
PTC
Petrus Trust Company
Texas
$0 -$302K 0 – Closed
1904
PFA
Pinnacle Family Advisors
Missouri
$0 -$204K 0 – Closed
1905
POIA
Pin Oak Investment Advisors
Texas
$0 -$51K 0 – Closed
1906
PCAP
Pratt Collard Advisory Partners
New York
$0 -$304K 0 – Closed
1907
PGCM
Prescott Group Capital Management
Oklahoma
$0 -$86K 0 – Closed
1908
PL
PWMCO LLC
Illinois
$0 -$3.47M 0 – Closed
1909
QCMA
Quad Capital Management Advisors
New York
$0 -$5.45M 0 – Closed
1910
RCM
Radnor Capital Management
Pennsylvania
$0 -$381K 0 – Closed
1911
RG
Rikoon Group
New Mexico
$0 -$273K 0 – Closed
1912
SM
Sciencast Management
New Jersey
$0 -$2.16M 0 – Closed
1913
SC
Selz Capital
New York
$0 -$26.2M 0 – Closed
1914
SM
Seminole Management
New York
$0 -$15.8M 0 – Closed
1915
SAM
Silphium Asset Management
United Kingdom
$0 -$156K 0 – Closed
1916
SEP
Soma Equity Partners
California
$0 -$34.3M 0 – Closed
1917
SCC
Spring Creek Capital
Kansas
$0 -$5.64M 0 – Closed
1918
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$0 -$250K 0 – Closed
1919
SAS
Stelac Advisory Services
New York
$0 -$114K 0 – Closed
1920
SIM
Stelliam Investment Management
New York
$0 -$43.5M 0 – Closed
1921
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$0 -$2.02M 0 – Closed
1922
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$0 -$237K 0 – Closed
1923
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$0 -$12K 0 – Closed
1924
SFG
Summit Financial Group
West Virginia
$0 -$334K 0 – Closed
1925
SAM
Symphony Asset Management
California
$0 -$203K 0 – Closed