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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
2101	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$284K	0	–	Closed
2102	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	1	0%	Maintained
2103	CCM Cloverdale Capital Management Dallas, Texas	$0	-$2.92M	0	–	Closed
2104	CCPM Cooper Creek Partners Management New York	$0	-$4.29M	0	–	Closed
2105	CRCM Corbett Road Capital Management Mclean, Virginia	$0	-$294K	0	–	Closed
2106	Cowen and Company New York	$0	-$435K	0	–	Closed
2107	CIM Cowen Investment Management New York	$0	-$996K	0	–	Closed
2108	CCM Crabel Capital Management Los Angeles, California	$0	-$1.29M	0	–	Closed
2109	CAM Cypress Asset Management Houston, Texas	$0	-$2.37M	0	–	Closed
2110	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	-$3K	0	–	Closed
2111	Dakota Wealth Management Palm Beach Gardens, Florida	$0	-$236K	0	–	Closed
2112	DAM DLD Asset Management New York	$0	-$583K	0	–	Closed
2113	DP DSAM Partners London, United Kingdom	$0	-$18.9M	0	–	Closed
2114	DA Duality Advisers Miami, Florida	$0	-$5.96M	0	–	Closed
2115	EI EDMP Inc Lutz, Florida	$0	-$1.29M	0	–	Closed
2116	ES Equitec Specialists Chicago, Illinois	$0	-$1.21M	0	–	Closed
2117	FPS Fieldpoint Private Securities Greenwich, Connecticut	$0	-$166K	0	–	Closed
2118	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	+$407	1	0%	Increased
2119	Financial Engines Advisors Santa Clara, California	$0	-$226K	0	–	Closed
2120	First Eagle Investment Management New York	$0	-$8.43M	0	–	Closed
2121	FCM Firsthand Capital Management San Jose, California	$0	-$204K	0	–	Closed
2122	First Pacific Advisors El Segundo, California	$0	-$2.69M	0	–	Closed
2123	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$276K	0	–	Closed
2124	FA Fortis Advisors Wayne, Pennsylvania	$0	-$26K	0	–	Closed
2125	FI Fosun International Hong Kong, China	$0	-$1.06M	0	–	Closed