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
2,978
Funds Holding Change
+44
Funds Holding Growth
+1%
Value
$373B
Holding in Top 10
300
Top 10 Change
-24
Top 10 Growth
-7%
Value Growth
-6%
New
278
Increased
1,295
Reduced
1,175
Closed
195
Capital Inflow
$17.4B
Capital Outflow
$38.3B
Net Capital Flow
-$20.9B
Capital Flow Change
-$39B
Calls
$89.5B
Puts
$90.9B
Net Calls
-$1.38B
Put/Call Ratio
1.02