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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
1901	BPM Bronson Point Management Fairfield, Connecticut	$0	-$1.77M	0	–	Closed
1902	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$8K	0	–	Closed
1903	Caption Management Oklahoma City, Oklahoma	$0	-$48K	0	–	Closed
1904	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.05M	0	–	Closed
1905	CAM Chesapeake Asset Management New York	$0	-$308K	0	–	Closed
1906	CEI Clark Estates Inc New York	$0	-$2.26M	0	–	Closed
1907	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	6	0%	Maintained
1908	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$479K	0	–	Closed
1909	CF Corrigan Financial Middletown, Rhode Island	$0	-$241K	0	–	Closed
1910	CFD Creative Financial Designs Kokomo, Indiana	$0	-$3K	0	–	Closed
1911	CC Crosslink Capital Menlo Park, California	$0	-$7.21M	0	–	Closed
1912	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$1.61M	0	–	Closed
1913	DCM Daruma Capital Management New York	$0	-$2.51M	0	–	Closed
1914	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$151K	0	–	Closed
1915	EdgePoint Investment Group Toronto, Ontario, Canada	$0	-$57.1M	0	–	Closed
1916	EIM Elephas Investment Management Hong Kong	$0	-$3.33M	0	–	Closed
1917	FC Fairpointe Capital Chicago, Illinois	$0	-$204K	0	–	Closed
1918	FA FCG Advisors Chatham, New Jersey	$0	-$220K	0	–	Closed
1919	FC Ferris Capital Marlborough, Massachusetts	$0	-$193K	0	–	Closed
1920	FNC First National Corp Rockland, Massachusetts	$0	-$9K	0	–	Closed
1921	FHC Forest Hill Capital Little Rock, Arkansas	$0	-$1.46M	0	–	Closed
1922	FPCP Fort Point Capital Partners San Francisco, California	$0	-$465K	0	–	Closed
1923	FI Fosun International Hong Kong, China	$0	-$890K	0	–	Closed
1924	Gofen & Glossberg Chicago, Illinois	$0	-$204K	0	–	Closed
1925	GG Greenwood Gearhart Fayetteville, Arkansas	$0	-$1.65M	0	–	Closed