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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 2,238
Funds Holding Change +182
Funds Holding Growth +9%
Value $158B
Holding in Top 10 135
Top 10 Change +18
Top 10 Growth +15%
Value Growth +58%
New 329
Increased 867
Reduced 807
Closed 131
Capital Inflow $6.97B
Capital Outflow $7.76B
Net Capital Flow -$783M
Capital Flow Change +$3.17B
Calls $40.1B
Puts $58.5B
Net Calls -$18.4B
Put/Call Ratio 1.46