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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	781	-22	-3%	$22.1B
2	2 Tesla TSLA $1.45T	467	+32	+7%	$16.8B
3	3 Quanta Services PWR $99.3B	458	-8	-2%	$6.64B
4	ABB 4 DELISTED ABB Ltd ABB	314	-15	-5%	$2.1B
5	5 Valmont Industries VMI $8.98B	259	-15	-5%	$3.47B
6	6 EnerSys ENS $6.26B	230	-36	-14%	$2.88B
7	7 MasTec MTZ $15.6B	218	-14	-6%	$2.06B
8	8 WESCO International WCC $17.1B	215	-8	-4%	$4.29B
9	9 Standex International SXI $3.36B	158	+1	+0.6%	$824M
10	10 Canadian Solar CSIQ $701M	148	+10	+7%	$801M
11	11 Primoris Services PRIM $4.2B	140	-13	-8%	$878M
12	12 MYR Group MYRG $4.53B	118	-8	-6%	$442M
13	13 Powell Industries POWL $6.18B	103	-18	-15%	$348M
14	14 JinkoSolar JKS $430M	85	+7	+9%	$320M
15	15 Ameresco AMRC $1.07B	76	+2	+3%	$80.7M
16	16 American Superconductor AMSC $1.24B	70	-12	-15%	$15.5M
17	OIG 17 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	64	-12	-16%	$93.1M
18	18 Preformed Line Products PLPC $1.84B	58	-4	-6%	$126M
19	19 CBAK Energy Technology Ltd CBAT $108M	13	0	0%	$557K
20	20 iShares U.S. Power Infrastructure ETF POWR $442M	13	+7	+117%	$1.86M
21	21 Pioneer Power Solutions PPSI $31.4M	13	-1	-7%	$8.45M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	11	-1	-8%	$2.63M
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–