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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

Value
Increase
Decrease
Funds Holding 1,859
Funds Holding Change +53
Funds Holding Growth +3%
Value $86.5B
Holding in Top 10 91
Top 10 Change +13
Top 10 Growth +17%
Value Growth -6%
New 238
Increased 651
Reduced 756
Closed 172
Capital Inflow $8.7B
Capital Outflow $9.01B
Net Capital Flow -$316M
Capital Flow Change +$751M
Calls $10.2B
Puts $20.6B
Net Calls -$10.5B
Put/Call Ratio 2.03