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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	GCM Gladius Capital Management Chicago, Illinois	$0	-$2.92M	0	–	Closed
1952	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$124K	0	–	Closed
1953	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$2.12M	0	–	Closed
1954	GFP Gryphon Financial Partners Columbus, Ohio	$0	-$828K	0	–	Closed
1955	GWA Guidant Wealth Advisors Palatine, Illinois	$0	-$20K	0	–	Closed
1956	HA Hamel Associates Chatham, New Jersey	$0	-$538K	0	–	Closed
1957	HR Hayden Royal Charlotte, North Carolina	$0	-$302K	0	–	Closed
1958	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$1.33M	0	–	Closed
1959	HI Honeywell International Charlotte, North Carolina	$0	-$6.56M	0	–	Closed
1960	Hudson Bay Capital Management Stamford, Connecticut	$0	-$6.65M	0	–	Closed
1961	IMC Chicago Chicago, Illinois	$0	-$175K	0	–	Closed
1962	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$302K	0	–	Closed
1963	IIM Ipswich Investment Management Beverly, Massachusetts	$0	-$165K	0	–	Closed
1964	JA JOYN Advisors Atlanta, Georgia	$0	-$298K	0	–	Closed
1965	KCM Karp Capital Management Sausalito, California	$0	-$1K	0	–	Closed
1966	KHCM Kettle Hill Capital Management New York	$0	-$659K	0	–	Closed
1967	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$1.07M	0	–	Closed
1968	Koshinski Asset Management Decatur, Illinois	$0	-$395K	0	–	Closed
1969	LPWM Lake Point Wealth Management Rockwall, Texas	$0	$0	1	0%	Maintained
1970	LFG LifePlan Financial Group Dayton, Ohio	$0	+$128	1	0%	New
1971	LSCM Light Street Capital Management Palo Alto, California	$0	-$58.3M	0	–	Closed
1972	LPC Loeb Partners Corp New York	$0	-$128	1	0%	Reduced
1973	Magnetar Financial Evanston, Illinois	$0	-$231K	0	–	Closed
1974	MC Maplelane Capital New York	$0	-$352K	0	–	Closed
1975	Meridian Wealth Management Lexington, Kentucky	$0	-$206K	0	–	Closed