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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

New
Closed
Net new
Funds Holding 1,461
Funds Holding Change +45
Funds Holding Growth +3%
Value $63.9B
Holding in Top 10 74
Top 10 Change -9
Top 10 Growth -11%
Value Growth -0.7%
New 182
Increased 562
Reduced 601
Closed 114
Capital Inflow $6.94B
Capital Outflow $4.64B
Net Capital Flow +$2.31B
Capital Flow Change +$2.78B
Calls $3.79B
Puts $5.73B
Net Calls -$1.95B
Put/Call Ratio 1.51