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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
1926
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$0 -$292K 0 – Closed
1927
HS
HighVista Strategies
Massachusetts
$0 -$791K 0 – Closed
1928
HCM
Hollencrest Capital Management
California
$0 -$227K 0 – Closed
1929
IWP
Icon Wealth Partners
Texas
$0 -$164K 0 – Closed
1930
IC
Inscription Capital
Texas
$0 -$56K 0 – Closed
1931
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$31M 0 – Closed
1932
IC
Inverness Counsel
New York
$0 -$232K 0 – Closed
1933
IDBONY
Israel Discount Bank of New York
New York
$0 -$155K 0 – Closed
1934
IP
Isthmus Partners
Wisconsin
$0 -$1.08M 0 – Closed
1935
JIP
JBJ Investment Partners
South Carolina
$0 -$129K 0 – Closed
1936
Jefferies Financial Group
Jefferies Financial Group
New York
$0 -$864K 0 – Closed
1937
JIC
Joel Isaacson & Co
New York
$0 -$208K 0 – Closed
1938
JWM
Jupiter Wealth Management
Colorado
$0 -$440K 0 – Closed
1939
KBFS
Kohmann Bosshard Financial Services
Ohio
$0 -$121K 0 – Closed
1940
KPW
Kore Private Wealth
New York
$0 -$118K 0 – Closed
1941
KL
KWMG LLC
Kansas
$0 -$24K 0 – Closed
1942
LI
Lafayette Investments
Maryland
$0 -$606K 0 – Closed
1943
LPWM
Lake Point Wealth Management
Texas
$0 $0 1 0% Maintained
1944
LC
Lavaca Capital
Texas
$0 -$6K 0 – Closed
1945
LFA
Legacy Financial Advisors
Kentucky
$0 -$116K 0 – Closed
1946
LFG
LifePlan Financial Group
Ohio
$0 $0 1 0% Maintained
1947
LHC
Little House Capital
Massachusetts
$0 -$160K 0 – Closed
1948
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$0 -$372K 0 – Closed
1949
LPC
Loeb Partners Corp
New York
$0 $0 0 – Closed
1950
LIM
Longfellow Investment Management
Massachusetts
$0 -$1.53M 0 – Closed