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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	% of Portfolio	Status
2201	PL Polianta Ltd St Helier, Jersey	$0	-$1M	–	Closed
2202	PC Port Capital Chicago, Illinois	$0	-$213K	–	Closed
2203	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$292K	–	Closed
2204	PA PSI Advisors Tampa, Florida	$0	-$137K	–	Closed
2205	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$0	-$16.4M	–	Closed
2206	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$145K	–	Closed
2207	RA Rational Advisors Huntington, New York	$0	-$606K	–	Closed
2208	RCM RB Capital Management Reno, Nevada	$0	-$246K	–	Closed
2209	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$363K	–	Closed
2210	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$331K	–	Closed
2211	RCIM Russell Clark Investment Management London, United Kingdom	$0	-$4.06M	–	Closed
2212	Sageworth Trust Lancaster, Pennsylvania	$0	-$759K	–	Closed
2213	SMH Sanders Morris Harris Houston, Texas	$0	-$1.92M	–	Closed
2214	SCP Sandhill Capital Partners Buffalo, New York	$0	-$823K	–	Closed
2215	SIG Sargent Investment Group Bethesda, Maryland	$0	-$203K	–	Closed
2216	SCM Scopia Capital Management New York	$0	-$141K	–	Closed
2217	SAM Serengeti Asset Management New York	$0	-$1.3M	–	Closed
2218	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$255K	–	Closed
2219	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	-$3.82M	–	Closed
2220	SCA Sippican Capital Advisors Boston, Massachusetts	$0	-$227K	–	Closed
2221	SEP Soma Equity Partners San Francisco, California	$0	-$83.7M	–	Closed
2222	SouthState Corp Winter Haven, Florida	$0	-$249K	–	Closed
2223	SAM SP Asset Management Cupertino, California	$0	-$377K	–	Closed
2224	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$0	-$225K	–	Closed
2225	SCM Spyglass Capital Management San Francisco, California	$0	-$33.8M	–	Closed