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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 3,093
Funds Holding Change +67
Funds Holding Growth +2%
Value $437B
Holding in Top 10 319
Top 10 Change +30
Top 10 Growth +10%
Value Growth +13%
New 218
Increased 1,361
Reduced 1,077
Closed 107
Capital Inflow $25B
Capital Outflow $11.9B
Net Capital Flow +$13B
Capital Flow Change +$9.46B
Calls $111B
Puts $143B
Net Calls -$32.2B
Put/Call Ratio 1.29