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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 5,129
Funds Holding Change +171
Funds Holding Growth +3%
Value $1.1T
Holding in Top 10 676
Top 10 Change +104
Top 10 Growth +18%
Value Growth +26%
New 385
Increased 2,407
Reduced 1,904
Closed 139
Capital Inflow $34.1B
Capital Outflow $49.5B
Net Capital Flow -$15.4B
Capital Flow Change -$28.9B
Calls $135B
Puts $146B
Net Calls -$10.2B
Put/Call Ratio 1.08