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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2251
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0 -$1.74M 0 – Closed
2252
BWM
Biltmore Wealth Management
Arizona
$0 -$430K 0 – Closed
2253
BCM
Brightlight Capital Management
Connecticut
$0 -$15.2M 0 – Closed
2254
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$10.2M 0 – Closed
2255
CHP
Cable Hill Partners
Oregon
$0 -$206K 0 – Closed
2256
CBT
Capital Bank & Trust
California
$0 -$147K 0 – Closed
2257
Capula Management
Capula Management
Cayman Islands
$0 -$3.86M 0 – Closed
2258
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$297K 0 – Closed
2259
CIM
CenturyLink Investment Management
Colorado
$0 -$1.47M 0 – Closed
2260
Channing Capital Management
Channing Capital Management
Illinois
$0 -$549K 0 – Closed
2261
CIR
Clear Investment Research
Georgia
$0 +$12 1 0% Increased
2262
CC
Cognios Capital
Kansas
$0 -$880K 0 – Closed
2263
CM
Columbus Macro
Pennsylvania
$0 -$452K 0 – Closed
2264
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$0 -$52.8M 0 – Closed
2265
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$3.85M 0 – Closed
2266
Crake Asset Management
Crake Asset Management
United Kingdom
$0 -$2.67M 0 – Closed
2267
CAM
Crown Advisors Management
California
$0 -$2.98M 0 – Closed
2268
DCP
Darsana Capital Partners
New York
$0 -$262M 0 – Closed
2269
ECML
Eagle Capital Management (Louisiana)
Louisiana
$0 -$207K 0 – Closed
2270
EMG
Ellington Management Group
Connecticut
$0 -$1.22M 0 – Closed
2271
ER
Enlightenment Research
Florida
$0 -$13.1M 0 – Closed
2272
EWM
EPG Wealth Management
Georgia
$0 -$119K 0 – Closed
2273
EE
EWG Elevate
California
$0 -$542K 0 – Closed
2274
FA
Faithward Advisors
Pennsylvania
$0 -$624K 0 – Closed
2275
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$304K 0 – Closed