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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
1976	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$217K	0	–	Closed
1977	Miracle Mile Advisors Los Angeles, California	$0	-$320K	0	–	Closed
1978	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$0	-$267K	0	–	Closed
1979	NONA Ninety One North America New York	$0	-$138K	0	–	Closed
1980	Ninety One (UK) London, United Kingdom	$0	-$6.12M	0	–	Closed
1981	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$232K	0	–	Closed
1982	NC Noked Capital Tel Aviv, Israel	$0	-$385K	0	–	Closed
1983	NI Noked Israel Ramat Hasharon, Israel	$0	-$385K	0	–	Closed
1984	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$217K	0	–	Closed
1985	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$11.7M	0	–	Closed
1986	OAM Occidental Asset Management Burlingame, California	$0	-$207K	0	–	Closed
1987	Old Mission Capital Chicago, Illinois	$0	-$4.91M	0	–	Closed
1988	OAM Ostrum Asset Management Paris, France	$0	-$649K	0	–	Closed
1989	PM Parametrica Management Wanchai, Hong Kong	$0	-$589K	0	–	Closed
1990	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$2.2M	0	–	Closed
1991	PA Perennial Advisors New York	$0	-$26K	0	–	Closed
1992	PCA Private Capital Advisors Darien, Connecticut	$0	-$440K	0	–	Closed
1993	QGA Q Global Advisors Fort Worth, Texas	$0	-$2.85M	0	–	Closed
1994	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$245K	0	–	Closed
1995	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$355K	0	–	Closed
1996	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$1.04M	0	–	Closed
1997	RCM Requisite Capital Management Dallas, Texas	$0	+$82	1	0%	New
1998	RCG Ruggie Capital Group Tavares, Florida	$0	-$10K	0	–	Closed
1999	ST Sabal Trust St. Petersburg, Florida	$0	-$499K	0	–	Closed
2000	SIG Sargent Investment Group Bethesda, Maryland	$0	-$264K	0	–	Closed