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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	794	+16	+2%	$18B
2	2 Tesla TSLA $1.45T	560	+31	+6%	$20.9B
3	3 Quanta Services PWR $99.3B	393	-3	-0.8%	$2.94B
4	ABB 4 DELISTED ABB Ltd ABB	283	-16	-5%	$1.45B
5	5 Hubbell HUBB $25B	277	+277	–	$4.68B
6	6 Valmont Industries VMI $8.98B	241	+17	+8%	$2.1B
7	7 EnerSys ENS $6.26B	223	+15	+7%	$2.44B
8	8 WESCO International WCC $17.1B	187	-8	-4%	$2.27B
9	9 MasTec MTZ $15.6B	172	+3	+2%	$1.07B
10	10 Standex International SXI $3.36B	154	+8	+5%	$940M
11	11 Canadian Solar CSIQ $701M	132	+10	+8%	$751M
12	12 MYR Group MYRG $4.53B	127	-24	-16%	$386M
13	13 Primoris Services PRIM $4.2B	115	+4	+4%	$862M
14	14 Powell Industries POWL $6.18B	93	+4	+4%	$195M
15	15 Ameresco AMRC $1.07B	81	+12	+17%	$74.9M
16	16 JinkoSolar JKS $430M	78	+13	+20%	$267M
17	17 American Superconductor AMSC $1.24B	54	-3	-5%	$18.6M
18	18 Preformed Line Products PLPC $1.84B	53	+5	+10%	$95.3M
19	19 Anterix ATEX $1.63B	48	0	0%	$294M
20	OIG 20 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	43	+3	+8%	$85M
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	18	+3	+20%	$4.25M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	13	+2	+18%	$1.77M
23	23 CBAK Energy Technology Ltd CBAT $108M	11	+3	+38%	$286K
24	24 Pioneer Power Solutions PPSI $31.4M	10	-1	-9%	$5.93M
25	25 Arcosa ACA $7.22B	–	–	–	–