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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 2,479
Funds Holding Change +241
Funds Holding Growth +11%
Value $240B
Holding in Top 10 174
Top 10 Change +39
Top 10 Growth +29%
Value Growth +52%
New 373
Increased 953
Reduced 960
Closed 108
Capital Inflow $7.56B
Capital Outflow $26.5B
Net Capital Flow -$18.9B
Capital Flow Change -$18.2B
Calls $76.1B
Puts $105B
Net Calls -$28.9B
Put/Call Ratio 1.38