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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

Increased

Maintained

Reduced

Closed

Funds Holding 1,442

Funds Holding Change +11

Funds Holding Growth +0.8%

Value $63.7B

Holding in Top 10 76

Top 10 Change -13

Top 10 Growth -15%

Value Growth -2%

New 124

Increased 596

Reduced 565

Closed 95

Capital Inflow $5.73B

Capital Outflow $4.28B

Net Capital Flow +$1.45B

Capital Flow Change +$533M

Calls $3.37B

Puts $5.55B

Net Calls -$2.18B

Put/Call Ratio 1.65