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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	774	-6	-0.8%	$26.5B
2	2 Quanta Services PWR $99.3B	440	+19	+5%	$6.83B
3	3 Tesla TSLA $1.45T	425	+60	+16%	$15.2B
4	ABB 4 DELISTED ABB Ltd ABB	354	-8	-2%	$2.37B
5	5 Valmont Industries VMI $8.98B	273	-18	-6%	$3.69B
6	6 EnerSys ENS $6.26B	265	+12	+5%	$3.48B
7	7 MasTec MTZ $15.6B	230	+5	+2%	$3.15B
8	8 WESCO International WCC $17.1B	219	+19	+10%	$4.6B
9	9 Canadian Solar CSIQ $701M	142	+34	+31%	$640M
10	10 Primoris Services PRIM $4.2B	139	+7	+5%	$946M
11	11 Standex International SXI $3.36B	137	-7	-5%	$579M
12	12 MYR Group MYRG $4.53B	124	+3	+2%	$468M
13	13 Powell Industries POWL $6.18B	124	+1	+0.8%	$532M
14	14 American Superconductor AMSC $1.24B	85	+8	+10%	$30.6M
15	15 JinkoSolar JKS $430M	85	+26	+44%	$295M
16	16 Ameresco AMRC $1.07B	72	+2	+3%	$80.8M
17	17 Preformed Line Products PLPC $1.84B	67	-9	-12%	$159M
18	OIG 18 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	65	+17	+35%	$116M
19	19 CBAK Energy Technology Ltd CBAT $108M	16	+4	+33%	$1.82M
20	20 Pioneer Power Solutions PPSI $31.4M	13	+4	+44%	$8.79M
21	21 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	10	-1	-9%	$2.48M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	8	+3	+60%	$1.42M
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–