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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	778	-52	-6%	$18.1B
2	2 Tesla TSLA $1.45T	529	+19	+4%	$20.8B
3	3 Quanta Services PWR $99.3B	396	-58	-13%	$3.75B
4	ABB 4 DELISTED ABB Ltd ABB	299	0	0%	$1.53B
5	5 Valmont Industries VMI $8.98B	224	-29	-11%	$1.93B
6	6 EnerSys ENS $6.26B	208	-14	-6%	$2.46B
7	7 WESCO International WCC $17.1B	195	-22	-10%	$2.43B
8	8 MasTec MTZ $15.6B	169	-2	-1%	$957M
9	9 MYR Group MYRG $4.53B	151	-2	-1%	$510M
10	10 Standex International SXI $3.36B	146	+7	+5%	$847M
11	11 Canadian Solar CSIQ $701M	122	-33	-21%	$449M
12	12 Primoris Services PRIM $4.2B	111	-9	-8%	$708M
13	13 Powell Industries POWL $6.18B	89	-5	-5%	$233M
14	14 Ameresco AMRC $1.07B	69	-5	-7%	$70M
15	15 JinkoSolar JKS $430M	65	-15	-19%	$201M
16	16 American Superconductor AMSC $1.24B	57	-1	-2%	$12M
17	17 Anterix ATEX $1.63B	48	-3	-6%	$316M
18	18 Preformed Line Products PLPC $1.84B	48	-3	-6%	$83.4M
19	OIG 19 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	40	-11	-22%	$62.7M
20	20 iShares U.S. Power Infrastructure ETF POWR $442M	15	0	0%	$4.08M
21	21 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	11	+1	+10%	$1.61M
22	22 Pioneer Power Solutions PPSI $31.4M	11	0	0%	$5.76M
23	23 CBAK Energy Technology Ltd CBAT $108M	8	-3	-27%	$75K
24	24 Arcosa ACA $7.22B	–	–	–	–
25	25 ADS-TEC Energy ADSE $726M	–	–	–	–