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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 3,763
Funds Holding Change +169
Funds Holding Growth +5%
Value $521B
Holding in Top 10 474
Top 10 Change +79
Top 10 Growth +20%
Value Growth +24%
New 328
Increased 1,615
Reduced 1,486
Closed 126
Capital Inflow $16.1B
Capital Outflow $14.5B
Net Capital Flow +$1.6B
Capital Flow Change -$1.08B
Calls $86.1B
Puts $80.8B
Net Calls +$5.32B
Put/Call Ratio 0.94