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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 Eaton ETN $159B	728	+728	–	$24.4B
2	2 Quanta Services PWR $99.3B	401	+401	–	$4.95B
3	ABB 3 DELISTED ABB Ltd ABB	320	+320	–	$1.77B
4	4 Valmont Industries VMI $8.98B	285	+285	–	$3.06B
5	5 Tesla TSLA $1.45T	265	+265	–	$7.57B
6	6 MasTec MTZ $15.6B	225	+225	–	$2.32B
7	7 EnerSys ENS $6.26B	220	+220	–	$2.35B
8	8 WESCO International WCC $17.1B	216	+216	–	$7.39B
9	9 Standex International SXI $3.36B	126	+126	–	$561M
10	10 Primoris Services PRIM $4.2B	124	+124	–	$578M
11	11 MYR Group MYRG $4.53B	123	+123	–	$360M
12	12 Powell Industries POWL $6.18B	104	+104	–	$420M
13	13 American Superconductor AMSC $1.24B	85	+85	–	$36.1M
14	14 Preformed Line Products PLPC $1.84B	72	+72	–	$153M
15	15 Ameresco AMRC $1.07B	63	+63	–	$72.5M
16	16 Canadian Solar CSIQ $701M	54	+54	–	$119M
17	OIG 17 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	35	+35	–	$37.2M
18	18 JinkoSolar JKS $430M	31	+31	–	$15.8M
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	11	+11	–	$1.88M
20	20 CBAK Energy Technology Ltd CBAT $108M	9	+9	–	$127K
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	4	+4	–	$1.73M
22	22 Arcosa ACA $7.22B	–	–	–	–
23	23 ADS-TEC Energy ADSE $726M	–	–	–	–
24	24 Anterix ATEX $1.63B	–	–	–	–
25	25 Bimergen Energy Corp BESS $15.3M	–	–	–	–