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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
TCM
Timpani Capital Management
Milwaukee,
Wisconsin
| $0 | -$3.99M | 0 | – | Closed |
|
| 1927 |
Tokio Marine Asset Management
Tokyo,
Japan
| $0 | -$711K | 0 | – | Closed |
|
| 1928 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$792K | 0 | – | Closed |
|
| 1929 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $0 | -$251K | 0 | – | Closed |
|
| 1930 |
Washington Trust
Westerly,
Rhode Island
| $0 | -$170K | 0 | – | Closed |
|
| 1931 |
ZWJ Investment Counsel
Atlanta,
Georgia
| $0 | -$231K | 0 | – | Closed |
|