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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
1926	HJIM Henry James International Management New York	$0	-$1.04M	0	–	Closed
1927	HCM Highfields Capital Management Boston, Massachusetts	$0	-$92.7M	0	–	Closed
1928	HA Highland Associates Birmingham, Alabama	$0	-$1.87M	0	–	Closed
1929	HH Hilltop Holdings Dallas, Texas	$0	-$213K	0	–	Closed
1930	HM Payson & Co Portland, Maine	$0	-$844K	0	–	Closed
1931	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$182K	0	–	Closed
1932	Horizon Investments Charlotte, North Carolina	$0	-$275K	0	–	Closed
1933	HC Hourglass Capital Houston, Texas	$0	-$208K	0	–	Closed
1934	Howard Capital Management Roswell, Georgia	$0	-$12.3M	0	–	Closed
1935	HJA Hugh Johnson Advisors Albany, New York	$0	-$1.97M	0	–	Closed
1936	IWP Icon Wealth Partners Houston, Texas	$0	-$110K	0	–	Closed
1937	ICM IMS Capital Management Portland, Oregon	$0	-$29K	0	–	Closed
1938	IC InterOcean Capital Chicago, Illinois	$0	-$271K	0	–	Closed
1939	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$0	-$3K	0	–	Closed
1940	JC JBF Capital Aspen, Colorado	$0	-$5.94M	0	–	Closed
1941	JGC J. Goldman & Co New York	$0	-$231K	0	–	Closed
1942	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$510K	0	–	Closed
1943	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$1.35M	0	–	Closed
1944	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$252K	0	–	Closed
1945	Klingenstein Fields & Co New York	$0	-$204K	0	–	Closed
1946	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$0	-$429K	0	–	Closed
1947	LIM Lagoda Investment Management New York	$0	-$10.6M	0	–	Closed
1948	LPWM Lake Point Wealth Management Rockwall, Texas	$0	+$145	1	0%	New
1949	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$4.33M	0	–	Closed
1950	LMR Partners London, United Kingdom	$0	-$439K	0	–	Closed