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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	821	+27	+3%	$21.8B
2	2 Tesla TSLA $1.45T	577	+17	+3%	$21.3B
3	3 Quanta Services PWR $99.3B	395	+2	+0.5%	$3.2B
4	ABB 4 DELISTED ABB Ltd ABB	284	+1	+0.4%	$1.45B
5	5 Hubbell HUBB $25B	274	-3	-1%	$4.87B
6	6 Valmont Industries VMI $8.98B	232	-9	-4%	$2.44B
7	7 EnerSys ENS $6.26B	225	+2	+0.9%	$2.38B
8	8 WESCO International WCC $17.1B	209	+22	+12%	$2.91B
9	9 MasTec MTZ $15.6B	188	+16	+9%	$1.24B
10	10 Standex International SXI $3.36B	159	+5	+3%	$888M
11	11 MYR Group MYRG $4.53B	140	+13	+10%	$430M
12	12 Canadian Solar CSIQ $701M	123	-9	-7%	$442M
13	13 Primoris Services PRIM $4.2B	110	-5	-4%	$933M
14	14 Powell Industries POWL $6.18B	104	+11	+12%	$213M
15	15 JinkoSolar JKS $430M	81	+3	+4%	$126M
16	16 Ameresco AMRC $1.07B	72	-9	-11%	$61.4M
17	17 American Superconductor AMSC $1.24B	62	+8	+15%	$24.3M
18	OIG 18 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	59	+16	+37%	$97.5M
19	19 Preformed Line Products PLPC $1.84B	52	-1	-2%	$82.7M
20	20 Anterix ATEX $1.63B	45	-3	-6%	$386M
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	21	+3	+17%	$4.11M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	14	+1	+8%	$1.47M
23	23 CBAK Energy Technology Ltd CBAT $108M	11	0	0%	$261K
24	24 Pioneer Power Solutions PPSI $31.4M	10	0	0%	$7.67M
25	25 Arcosa ACA $7.22B	–	–	–	–