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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 1,786
Funds Holding Change +148
Funds Holding Growth +9%
Value $90.2B
Holding in Top 10 81
Top 10 Change -6
Top 10 Growth -7%
Value Growth +1%
New 270
Increased 689
Reduced 627
Closed 105
Capital Inflow $7.32B
Capital Outflow $6.02B
Net Capital Flow +$1.3B
Capital Flow Change +$468M
Calls $6.26B
Puts $11.8B
Net Calls -$5.56B
Put/Call Ratio 1.89