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 |
W
WealthOne
Albany,
New York
| $0 | -$28K | 0 | – | Closed |
|
| 2027 |
Wealthspire Advisors (New York)
New York
| $0 | -$116K | 0 | – | Closed |
|
| 2028 |
WDL
Well Done LLC
Holland,
Michigan
| $0 | -$148K | 0 | – | Closed |
|
| 2029 |
WB
Wilks Brothers
Cisco,
Texas
| $0 | -$893K | 0 | – | Closed |
|
| 2030 |
WM
WS Management
Jacksonville,
Florida
| $0 | -$117M | 0 | – | Closed |
|
| 2031 |
WAM
WT Asset Management
Hong Kong
| $0 | -$614K | 0 | – | Closed |
|
| 2032 |
XS
XR Securities
Chicago,
Illinois
| $0 | -$485K | 0 | – | Closed |
|
| 2033 |
YCMGA
York Capital Management Global Advisors
New York
| $0 | -$57.2M | 0 | – | Closed |
|
| 2034 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$4.07M | 0 | – | Closed |
|