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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	830	+20	+2%	$23.8B
2	2 Tesla TSLA $1.45T	510	+45	+10%	$21.1B
3	3 Quanta Services PWR $99.3B	454	+16	+4%	$4.76B
4	ABB 4 DELISTED ABB Ltd ABB	299	-9	-3%	$1.86B
5	5 Valmont Industries VMI $8.98B	253	0	0%	$2.61B
6	6 EnerSys ENS $6.26B	222	+4	+2%	$3.37B
7	7 WESCO International WCC $17.1B	217	+16	+8%	$3.75B
8	8 MasTec MTZ $15.6B	171	-9	-5%	$1.21B
9	9 Canadian Solar CSIQ $701M	155	-9	-5%	$701M
10	10 MYR Group MYRG $4.53B	153	+16	+12%	$631M
11	11 Standex International SXI $3.36B	139	-15	-10%	$900M
12	12 Primoris Services PRIM $4.2B	120	-10	-8%	$690M
13	13 Powell Industries POWL $6.18B	94	-5	-5%	$288M
14	14 JinkoSolar JKS $430M	80	+5	+7%	$320M
15	15 Ameresco AMRC $1.07B	74	-5	-6%	$91M
16	16 American Superconductor AMSC $1.24B	58	+5	+9%	$14.5M
17	17 Anterix ATEX $1.63B	51	+31	+155%	$338M
18	OIG 18 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	51	-5	-9%	$64.5M
19	19 Preformed Line Products PLPC $1.84B	51	-7	-12%	$87.7M
20	20 iShares U.S. Power Infrastructure ETF POWR $442M	15	-3	-17%	$4.86M
21	21 CBAK Energy Technology Ltd CBAT $108M	11	-2	-15%	$506K
22	22 Pioneer Power Solutions PPSI $31.4M	11	0	0%	$8.05M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	10	+1	+11%	$1.5M
24	24 Arcosa ACA $7.22B	–	–	–	–
25	25 ADS-TEC Energy ADSE $726M	–	–	–	–