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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	814	+33	+4%	$23.8B
2	2 Tesla TSLA $1.45T	487	+20	+4%	$17.7B
3	3 Quanta Services PWR $99.3B	459	+1	+0.2%	$5.15B
4	ABB 4 DELISTED ABB Ltd ABB	312	-2	-0.6%	$2.06B
5	5 Valmont Industries VMI $8.98B	262	+3	+1%	$2.96B
6	6 WESCO International WCC $17.1B	229	+14	+7%	$4.22B
7	7 EnerSys ENS $6.26B	211	-19	-8%	$2.97B
8	8 MasTec MTZ $15.6B	194	-24	-11%	$1.45B
9	9 Canadian Solar CSIQ $701M	154	+6	+4%	$500M
10	10 Standex International SXI $3.36B	152	-6	-4%	$852M
11	11 Primoris Services PRIM $4.2B	133	-7	-5%	$772M
12	12 MYR Group MYRG $4.53B	112	-6	-5%	$502M
13	13 Powell Industries POWL $6.18B	110	+7	+7%	$416M
14	14 Ameresco AMRC $1.07B	74	-2	-3%	$85.8M
15	15 American Superconductor AMSC $1.24B	71	+1	+1%	$9.26M
16	16 JinkoSolar JKS $430M	71	-14	-16%	$176M
17	OIG 17 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	65	+1	+2%	$96.9M
18	18 Preformed Line Products PLPC $1.84B	55	-3	-5%	$132M
19	19 CBAK Energy Technology Ltd CBAT $108M	15	+2	+15%	$288K
20	20 iShares U.S. Power Infrastructure ETF POWR $442M	13	0	0%	$837K
21	21 Pioneer Power Solutions PPSI $31.4M	11	-2	-15%	$9.91M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	10	-1	-9%	$2.6M
23	23 Arcosa ACA $7.22B	–	–	–	–
24	24 ADS-TEC Energy ADSE $726M	–	–	–	–
25	25 Anterix ATEX $1.63B	–	–	–	–