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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 3,946
Funds Holding Change -98
Funds Holding Growth -2%
Value $464B
Holding in Top 10 319
Top 10 Change -127
Top 10 Growth -28%
Value Growth -12%
New 286
Increased 1,630
Reduced 1,687
Closed 325
Capital Inflow $21.1B
Capital Outflow $18.8B
Net Capital Flow +$2.32B
Capital Flow Change -$5.77B
Calls $47B
Puts $54.6B
Net Calls -$7.54B
Put/Call Ratio 1.16