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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 4,167
Funds Holding Change +221
Funds Holding Growth +6%
Value $541B
Holding in Top 10 355
Top 10 Change +36
Top 10 Growth +11%
Value Growth +17%
New 416
Increased 2,062
Reduced 1,392
Closed 146
Capital Inflow $56.6B
Capital Outflow $12.4B
Net Capital Flow +$44.3B
Capital Flow Change +$41.9B
Calls $51.2B
Puts $53.7B
Net Calls -$2.46B
Put/Call Ratio 1.05