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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	JSL JT Stratford LLC Gainesville, Georgia	$0	-$375K	0	–	Closed
1902	JCM Julex Capital Management Wellesley, Massachusetts	$0	-$1K	0	–	Closed
1903	Jupiter Investment Management London, United Kingdom	$0	-$5.67M	0	–	Closed
1904	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$74K	0	–	Closed
1905	KHCM Kettle Hill Capital Management New York	$0	-$6.25M	0	–	Closed
1906	LPT Legacy Private Trust Neenah, Wisconsin	$0	-$369K	0	–	Closed
1907	LFG LifePlan Financial Group Dayton, Ohio	$0	$0	1	0%	Maintained
1908	LA Linden Advisors New York	$0	-$10.2M	0	–	Closed
1909	Loews Corp New York	$0	-$217K	0	–	Closed
1910	Magnetar Financial Evanston, Illinois	$0	-$1.09M	0	–	Closed
1911	MF Manchester Financial Westlake Village, California	$0	-$13K	0	–	Closed
1912	MC Maplelane Capital New York	$0	-$235	0	–	Closed
1913	Marshall Wace Asia Central, Hong Kong	$0	-$379K	0	–	Closed
1914	MAM Melqart Asset Management London, United Kingdom	$0	-$35.8M	0	–	Closed
1915	MCA Mercer Capital Advisers Little Silver, New Jersey	$0	-$31K	0	–	Closed
1916	Meridian Wealth Management Lexington, Kentucky	$0	-$105K	0	–	Closed
1917	MWC MKD Wealth Coaches Troy, Michigan	$0	-$15K	0	–	Closed
1918	Montag & Associates Atlanta, Georgia	$0	-$327K	0	–	Closed
1919	MIS Morningstar Investment Services Chicago, Illinois	$0	-$6.44M	0	–	Closed
1920	NCM Next Capital Management New York	$0	-$70K	0	–	Closed
1921	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$365K	0	–	Closed
1922	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$339K	0	–	Closed
1923	OCG Opus Capital Group Cincinnati, Ohio	$0	-$279K	0	–	Closed
1924	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$398K	0	–	Closed
1925	PCFFS Pacific Center for Financial Services San Ramon, California	$0	+$470	1	0%	New