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
2001	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$0	-$5K	0	–	Closed
2002	SGI Summit Global Investments Bountiful, Utah	$0	-$5.82M	0	–	Closed
2003	TC Tairen Capital Hong Kong	$0	-$42.3M	0	–	Closed
2004	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$4.37M	0	–	Closed
2005	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$220K	0	–	Closed
2006	UAM UAS Asset Management New York	$0	-$478K	0	–	Closed
2007	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$5.7M	0	–	Closed
2008	VCM Venator Capital Management Toronto, Ontario, Canada	$0	-$2.78M	0	–	Closed
2009	VCP Vista Capital Partners Portland, Oregon	$0	-$203K	0	–	Closed
2010	WI Wafra Inc New York	$0	-$5.41M	0	–	Closed
2011	WC Walthausen & Co Malta, New York	$0	-$7.7M	0	–	Closed
2012	WCM Washington Capital Management Seattle, Washington	$0	-$403K	0	–	Closed
2013	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$215K	0	–	Closed
2014	WIP Wellesley Investment Partners Wellesley, Massachusetts	$0	-$219K	0	–	Closed
2015	WAS WESPAC Advisors SoCal Pasadena, California	$0	-$40K	0	–	Closed
2016	WA WP Advisors San Francisco, California	$0	-$38.3K	0	–	Closed
2017	YCM Yaupon Capital Management New York	$0	-$176K	0	–	Closed
2018	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$0	-$18.8M	0	–	Closed
2019	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$1.21M	0	–	Closed