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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
1951	LPC Loeb Partners Corp New York	$0	+$242	1	0%	New
1952	Loews Corp New York	$0	-$226K	0	–	Closed
1953	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$2.39M	0	–	Closed
1954	LWS Lucia Wealth Services San Diego, California	$0	-$61K	0	–	Closed
1955	MCM Mainstay Capital Management Grand Blanc, Michigan	$0	-$5K	0	–	Closed
1956	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$932K	0	–	Closed
1957	Maverick Capital Dallas, Texas	$0	-$1.9M	0	–	Closed
1958	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$1.97M	0	–	Closed
1959	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$203K	0	–	Closed
1960	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$10.5M	0	–	Closed
1961	MCP Mirador Capital Partners Pleasanton, California	$0	-$1.23M	0	–	Closed
1962	Montag & Associates Atlanta, Georgia	$0	-$214K	0	–	Closed
1963	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$221K	0	–	Closed
1964	NIMI Natixis Investment Managers International Paris, France	$0	-$182K	0	–	Closed
1965	NCA Newbrook Capital Advisors New York	$0	-$22.3M	0	–	Closed
1966	NEAM New England Asset Management Farmington, Connecticut	$0	-$95K	0	–	Closed
1967	NERM New England Research & Management Chicago, Illinois	$0	-$444K	0	–	Closed
1968	NO Ninety One Cape Town, South Africa	$0	-$1.36M	0	–	Closed
1969	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.78M	0	–	Closed
1970	OGC Oak Grove Capital North Hampton, New Hampshire	$0	-$185K	0	–	Closed
1971	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$0	-$3K	0	–	Closed
1972	OWA One Wealth Advisors San Francisco, California	$0	-$67K	0	–	Closed
1973	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$1.51M	0	–	Closed
1974	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$0	-$236K	0	–	Closed
1975	PWAM Park West Asset Management San Francisco, California	$0	-$28.1M	0	–	Closed