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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

Energy Storage Grid Equipment Transmission Buildout

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Tesla TSLA $1.45T	4,317	+100	+2%	$706B
2	2 GE Vernova GEV $251B	3,460	+316	+10%	$248B
3	3 Eaton ETN $159B	2,681	+153	+6%	$140B
4	4 Quanta Services PWR $99.3B	1,942	+194	+11%	$95.7B
5	5 Hubbell HUBB $25B	1,020	+45	+5%	$26.6B
6	6 nVent Electric NVT $24.7B	978	+150	+18%	$24.9B
7	7 MasTec MTZ $15.6B	912	+101	+12%	$24.7B
8	8 WESCO International WCC $17.1B	703	+80	+13%	$16.2B
9	9 Valmont Industries VMI $8.98B	652	+45	+7%	$10.6B
10	10 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	630	+85	+16%	$7.68B
11	11 Powell Industries POWL $6.18B	584	+106	+22%	$7.85B
12	12 EnerSys ENS $6.26B	554	+53	+11%	$8.54B
13	13 Everus Construction Group ECG $5.8B	539	+48	+10%	$7.17B
14	14 MYR Group MYRG $4.53B	467	+73	+19%	$7.74B
15	15 Primoris Services PRIM $4.2B	449	-63	-12%	$5.44B
16	16 Arcosa ACA $7.22B	428	+56	+15%	$6.54B
17	17 Forgent Power Solutions FPS $8.98B	370	+157	+74%	$9.38B
18	18 Eos Energy Enterprises EOSE $710M	349	+31	+10%	$1.34B
19	19 Standex International SXI $3.36B	328	+43	+15%	$4.55B
20	20 Fluence Energy FLNC $889M	299	+40	+15%	$2.48B
21	21 American Superconductor AMSC $1.24B	279	+32	+13%	$1.48B
22	22 Centuri Holdings CTRI $2B	252	+33	+15%	$3.21B
23	23 Preformed Line Products PLPC $1.84B	206	+21	+11%	$1.4B
24	24 Custom Truck One Source CTOS $2.11B	186	+11	+6%	$2.63B
25	25 Ameresco AMRC $1.07B	184	-3	-2%	$957M