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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	803	+29	+4%	$27.6B
2	2 Quanta Services PWR $99.3B	466	+26	+6%	$6.41B
3	3 Tesla TSLA $1.45T	435	+10	+2%	$16.5B
4	ABB 4 DELISTED ABB Ltd ABB	329	-25	-7%	$2.05B
5	5 Valmont Industries VMI $8.98B	274	+1	+0.4%	$3.84B
6	6 EnerSys ENS $6.26B	266	+1	+0.4%	$3.52B
7	7 MasTec MTZ $15.6B	232	+2	+0.9%	$2.07B
8	8 WESCO International WCC $17.1B	223	+4	+2%	$4.75B
9	9 Standex International SXI $3.36B	157	+20	+15%	$828M
10	10 Primoris Services PRIM $4.2B	153	+14	+10%	$945M
11	11 Canadian Solar CSIQ $701M	138	-4	-3%	$643M
12	12 MYR Group MYRG $4.53B	126	+2	+2%	$470M
13	13 Powell Industries POWL $6.18B	121	-3	-2%	$549M
14	14 American Superconductor AMSC $1.24B	82	-3	-4%	$20.5M
15	15 JinkoSolar JKS $430M	78	-7	-8%	$283M
16	OIG 16 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	76	+11	+17%	$104M
17	17 Ameresco AMRC $1.07B	74	+2	+3%	$82.4M
18	18 Preformed Line Products PLPC $1.84B	62	-5	-7%	$125M
19	19 Pioneer Power Solutions PPSI $31.4M	14	+1	+8%	$9.04M
20	20 CBAK Energy Technology Ltd CBAT $108M	13	-3	-19%	$518K
21	21 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	12	+2	+20%	$3.33M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	6	-2	-25%	$199K
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–