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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

Energy Storage Grid Equipment Transmission Buildout

Funds Holding in Top 10 Value Capital Flow New & Closed Increased & Reduced Calls & Puts Put/Call Ratio

New

Closed

Net new

Funds Holding 4,044

Funds Holding Change +295

Funds Holding Growth +8%

Value $526B

Holding in Top 10 446

Top 10 Change -24

Top 10 Growth -5%

Value Growth +5%

New 481

Increased 1,583

Reduced 1,601

Closed 127

Capital Inflow $23.2B

Capital Outflow $15.1B

Net Capital Flow +$8.09B

Capital Flow Change +$5.6B

Calls $75.7B

Puts $74.2B

Net Calls +$1.48B

Put/Call Ratio 0.98