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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
Weiss Asset Management
Boston,
Massachusetts
| $0 | -$6.65M | 0 | – | Closed |
|
| 2027 |
Westfield Capital Management
Boston,
Massachusetts
| $0 | -$23.8M | 0 | – | Closed |
|
| 2028 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| $0 | -$221K | 0 | – | Closed |
|
| 2029 |
William Blair Investment Management
Chicago,
Illinois
| $0 | -$5.8M | 0 | – | Closed |
|
| 2030 |
WA
WP Advisors
San Francisco,
California
| $0 | -$36K | 0 | – | Closed |
|
| 2031 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $0 | -$431K | 0 | – | Closed |
|