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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	810	-4	-0.5%	$23.6B
2	2 Tesla TSLA $1.45T	465	-22	-5%	$14.9B
3	3 Quanta Services PWR $99.3B	438	-21	-5%	$5.13B
4	ABB 4 DELISTED ABB Ltd ABB	308	-4	-1%	$2.21B
5	5 Valmont Industries VMI $8.98B	253	-9	-3%	$2.81B
6	6 EnerSys ENS $6.26B	218	+7	+3%	$3.09B
7	7 WESCO International WCC $17.1B	201	-28	-12%	$3.88B
8	8 MasTec MTZ $15.6B	180	-14	-7%	$1.14B
9	9 Canadian Solar CSIQ $701M	164	+10	+6%	$852M
10	10 Standex International SXI $3.36B	154	+2	+1%	$912M
11	11 MYR Group MYRG $4.53B	137	+25	+22%	$581M
12	12 Primoris Services PRIM $4.2B	130	-3	-2%	$579M
13	13 Powell Industries POWL $6.18B	99	-11	-10%	$282M
14	14 Ameresco AMRC $1.07B	79	+5	+7%	$91.6M
15	15 JinkoSolar JKS $430M	75	+4	+6%	$247M
16	16 Preformed Line Products PLPC $1.84B	58	+3	+5%	$101M
17	OIG 17 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	56	-9	-14%	$76M
18	18 American Superconductor AMSC $1.24B	53	-18	-25%	$5.91M
19	19 Anterix ATEX $1.63B	20	+20	–	$257M
20	20 iShares U.S. Power Infrastructure ETF POWR $442M	18	+5	+38%	$3.87M
21	21 CBAK Energy Technology Ltd CBAT $108M	13	-2	-13%	$265K
22	22 Pioneer Power Solutions PPSI $31.4M	11	0	0%	$9.88M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	9	-1	-10%	$995K
24	24 Arcosa ACA $7.22B	–	–	–	–
25	25 ADS-TEC Energy ADSE $726M	–	–	–	–