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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
2001
Sculptor Capital
Sculptor Capital
New York
$0 -$586K 0 – Closed
2002
SCM
Segantii Capital Management
Hong Kong
$0 -$3.32M 0 – Closed
2003
SC
Sepio Capital
Utah
$0 -$228K 0 – Closed
2004
SI
Shaker Investments
Ohio
$0 -$218K 0 – Closed
2005
SBIA
Sheaff Brock Investment Advisors
Indiana
$0 -$310K 0 – Closed
2006
SC
Shellback Capital
Massachusetts
$0 -$19.8M 0 – Closed
2007
SL
Signition LP
New York
$0 -$1.21M 0 – Closed
2008
S
SimplyRich
California
$0 -$408K 0 – Closed
2009
Snyder Capital Management
Snyder Capital Management
California
$0 -$3.2M 0 – Closed
2010
SCG
Sonata Capital Group
Washington
$0 -$202K 0 – Closed
2011
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$0 -$140K 0 – Closed
2012
SWMG
Strategic Wealth Management Group
Maryland
$0 -$224K 0 – Closed
2013
Summit Trail Advisors
Summit Trail Advisors
New York
$0 -$1.02M 0 – Closed
2014
SPM
Symmetry Peak Management
Pennsylvania
$0 -$903K 0 – Closed
2015
TWMP
Taylor Wealth Management Partners
Massachusetts
$0 -$7K 0 – Closed
2016
TIA
Tiemann Investment Advisors
California
$0 -$200K 0 – Closed
2017
TH
Timber Hill
Connecticut
$0 -$233K 0 – Closed
2018
TFA
Transamerica Financial Advisors
Florida
$0 -$15K 0 – Closed
2019
TPWA
TRUE Private Wealth Advisors
Oregon
$0 -$259K 0 – Closed
2020
TCM
Tuttle Capital Management
Connecticut
$0 -$2.21M 0 – Closed
2021
UAS
United Asset Strategies
New York
$0 -$236K 0 – Closed
2022
VLC
Van Leeuwen & Company
New Jersey
$0 -$233K 0 – Closed
2023
VDFA
Vickerman & Driscoll Financial Advisors
Washington
$0 -$1.1M 0 – Closed
2024
VAG
VisionPoint Advisory Group
Texas
$0 -$226K 0 – Closed
2025
Waverton Investment Management
Waverton Investment Management
United Kingdom
$0 -$422K 0 – Closed