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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
Increased
Maintained
Reduced
Closed
Funds Holding 1,431
Funds Holding Change +17
Funds Holding Growth +1%
Value $65.3B
Holding in Top 10 89
Top 10 Change +13
Top 10 Growth +17%
Value Growth +9%
New 145
Increased 562
Reduced 558
Closed 105
Capital Inflow $5.37B
Capital Outflow $4.45B
Net Capital Flow +$922M
Capital Flow Change -$3.74B
Calls $3.51B
Puts $4.77B
Net Calls -$1.26B
Put/Call Ratio 1.36