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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	739	+11	+2%	$25.4B
2	2 Quanta Services PWR $99.3B	406	+5	+1%	$5.18B
3	3 Tesla TSLA $1.45T	337	+72	+27%	$14.5B
4	ABB 4 DELISTED ABB Ltd ABB	324	+4	+1%	$2B
5	5 Valmont Industries VMI $8.98B	305	+20	+7%	$3.19B
6	6 MasTec MTZ $15.6B	232	+7	+3%	$2.15B
7	7 EnerSys ENS $6.26B	227	+7	+3%	$2.91B
8	8 WESCO International WCC $17.1B	212	-4	-2%	$4.26B
9	9 Standex International SXI $3.36B	136	+10	+8%	$638M
10	10 Primoris Services PRIM $4.2B	127	+3	+2%	$775M
11	11 MYR Group MYRG $4.53B	118	-5	-4%	$457M
12	12 Powell Industries POWL $6.18B	113	+9	+9%	$501M
13	13 American Superconductor AMSC $1.24B	81	-4	-5%	$35.6M
14	14 Preformed Line Products PLPC $1.84B	75	+3	+4%	$166M
15	15 Ameresco AMRC $1.07B	68	+5	+8%	$100M
16	16 Canadian Solar CSIQ $701M	68	+14	+26%	$271M
17	17 JinkoSolar JKS $430M	54	+23	+74%	$153M
18	OIG 18 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	38	+3	+9%	$38.9M
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	11	0	0%	$1.8M
20	20 CBAK Energy Technology Ltd CBAT $108M	10	+1	+11%	$646K
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	4	0	0%	$1.64M
22	22 Pioneer Power Solutions PPSI $31.4M	2	+2	–	$1.71M
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–