← All themes

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	780	+41	+6%	$27.7B
2	2 Quanta Services PWR $99.3B	421	+15	+4%	$5.99B
3	3 Tesla TSLA $1.45T	365	+28	+8%	$11.4B
4	ABB 4 DELISTED ABB Ltd ABB	362	+38	+12%	$2.19B
5	5 Valmont Industries VMI $8.98B	291	-14	-5%	$3.65B
6	6 EnerSys ENS $6.26B	253	+26	+11%	$3.51B
7	7 MasTec MTZ $15.6B	225	-7	-3%	$2.32B
8	8 WESCO International WCC $17.1B	200	-12	-6%	$5.09B
9	9 Standex International SXI $3.36B	144	+8	+6%	$672M
10	10 Primoris Services PRIM $4.2B	132	+5	+4%	$933M
11	11 Powell Industries POWL $6.18B	123	+10	+9%	$552M
12	12 MYR Group MYRG $4.53B	121	+3	+3%	$467M
13	13 Canadian Solar CSIQ $701M	108	+40	+59%	$549M
14	14 American Superconductor AMSC $1.24B	77	-4	-5%	$23.4M
15	15 Preformed Line Products PLPC $1.84B	76	+1	+1%	$170M
16	16 Ameresco AMRC $1.07B	70	+2	+3%	$106M
17	17 JinkoSolar JKS $430M	59	+5	+9%	$180M
18	OIG 18 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	48	+10	+26%	$56.2M
19	19 CBAK Energy Technology Ltd CBAT $108M	12	+2	+20%	$599K
20	20 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	11	0	0%	$2.01M
21	21 Pioneer Power Solutions PPSI $31.4M	9	+7	+350%	$9.79M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	5	+1	+25%	$1.63M
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–