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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

Increased
Reduced
Net increased
Funds Holding 1,376
Funds Holding Change -92
Funds Holding Growth -6%
Value $55.4B
Holding in Top 10 73
Top 10 Change -2
Top 10 Growth -3%
Value Growth -17%
New 87
Increased 553
Reduced 582
Closed 169
Capital Inflow $5.38B
Capital Outflow $4.63B
Net Capital Flow +$749M
Capital Flow Change +$1.02B
Calls $3.1B
Puts $4.7B
Net Calls -$1.6B
Put/Call Ratio 1.52