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
3,463
Funds Holding Change
-171
Funds Holding Growth
-5%
Value
$410B
Holding in Top 10
419
Top 10 Change
-94
Top 10 Growth
-18%
Value Growth
-30%
New
170
Increased
1,713
Reduced
1,208
Closed
293
Capital Inflow
$35.5B
Capital Outflow
$17.1B
Net Capital Flow
+$18.4B
Capital Flow Change
+$14.5B
Calls
$78.6B
Puts
$73.3B
Net Calls
+$5.29B
Put/Call Ratio
0.93