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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 2,061
Funds Holding Change +235
Funds Holding Growth +13%
Value $110B
Holding in Top 10 118
Top 10 Change +32
Top 10 Growth +37%
Value Growth +31%
New 363
Increased 716
Reduced 747
Closed 99
Capital Inflow $9.36B
Capital Outflow $7.98B
Net Capital Flow +$1.38B
Capital Flow Change +$2.6B
Calls $14.4B
Puts $33.7B
Net Calls -$19.3B
Put/Call Ratio 2.34