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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	% of Portfolio	Status
1976	PC Passport Capital San Francisco, California	$0	-$2.17M	–	Closed
1977	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$12K	–	Closed
1978	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$0	-$656K	–	Closed
1979	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$439K	–	Closed
1980	Polar Capital London, United Kingdom	$0	-$1.71M	–	Closed
1981	PS Portfolio Strategies Monsey, New York	$0	-$1K	–	Closed
1982	QC QCM Cayman Houston, Texas	$0	-$230K	–	Closed
1983	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$133K	–	Closed
1984	RC Randolph Company Cincinnati, Ohio	$0	-$10.6M	–	Closed
1985	RCM RB Capital Management Reno, Nevada	$0	-$224K	–	Closed
1986	RI Redwood Investments Boston, Massachusetts	$0	-$8.38M	–	Closed
1987	RIM Reliant Investment Management Memphis, Tennessee	$0	-$3.5M	–	Closed
1988	River Road Asset Management Louisville, Kentucky	$0	-$235K	–	Closed
1989	RCMC RK Capital Management (Colorado) Denver, Colorado	$0	-$7.71M	–	Closed
1990	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$226K	–	Closed
1991	Ruffer LLP London, United Kingdom	$0	-$1.44M	–	Closed
1992	Samlyn Capital New York	$0	-$45.4M	–	Closed
1993	Sarasin & Partners London, United Kingdom	$0	-$2.96M	–	Closed
1994	SIG Schaller Investment Group Winston Salem, North Carolina	$0	-$211K	–	Closed
1995	SC Scholtz & Company Stamford, Connecticut	$0	-$1.99M	–	Closed
1996	SC Schulhoff & Co Cincinnati, Ohio	$0	-$265K	–	Closed
1997	SCM Scopia Capital Management New York	$0	-$136K	–	Closed
1998	SAM Serengeti Asset Management New York	$0	-$1.19M	–	Closed
1999	SWA SFMG Wealth Advisors Plano, Texas	$0	-$216K	–	Closed
2000	SM SG3 Management Dorado, Puerto Rico	$0	-$807K	–	Closed