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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
2076	BL BFSG LLC Irvine, California	$0	-$2.28M	0	–	Closed
2077	BCM Birch Capital Management Dallas, Texas	$0	-$26K	0	–	Closed
2078	BCM Bluefin Capital Management New York	$0	-$1.04M	0	–	Closed
2079	BHG Blue Harbour Group Greenwich, Connecticut	$0	-$237M	0	–	Closed
2080	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$3.6M	0	–	Closed
2081	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$254K	0	–	Closed
2082	BG Bollard Group Boston, Massachusetts	$0	$0	1	0%	Maintained
2083	BRM Boston Research & Management Manchester, Massachusetts	$0	-$226K	0	–	Closed
2084	BAC Boys Arnold & Co Asheville, North Carolina	$0	-$543K	0	–	Closed
2085	Bradley Foster & Sargent Hartford, Connecticut	$0	-$368K	0	–	Closed
2086	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$205K	0	–	Closed
2087	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$250K	0	–	Closed
2088	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$45K	0	–	Closed
2089	CB Cadence Bank Tupelo, Mississippi	$0	-$2.4M	0	–	Closed
2090	CIG Cairn Investment Group Vancouver, Washington	$0	-$1.86M	0	–	Closed
2091	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$2.5M	0	–	Closed
2092	CGM Capital Growth Management Boston, Massachusetts	$0	-$5.09M	0	–	Closed
2093	CWA Capital Wealth Alliance Scottsdale, Arizona	$0	-$9K	0	–	Closed
2094	Castle Hook Partners New York	$0	-$6.42M	0	–	Closed
2095	Catalyst Capital Advisors Huntington, New York	$0	-$469K	0	–	Closed
2096	CMG Cavalry Management Group San Francisco, California	$0	-$57.7M	0	–	Closed
2097	CGM Centenus Global Management New York	$0	-$11.2M	0	–	Closed
2098	CAM Centre Asset Management New York	$0	-$9.23M	0	–	Closed
2099	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$1.51M	0	–	Closed
2100	CT Chicago Trust Grayslake, Illinois	$0	-$518K	0	–	Closed