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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	815	-6	-0.7%	$20.7B
2	2 Tesla TSLA $1.45T	577	0	0%	$21.2B
3	3 Quanta Services PWR $99.3B	387	-8	-2%	$2.96B
4	4 Hubbell HUBB $25B	293	+19	+7%	$4.83B
5	ABB 5 DELISTED ABB Ltd ABB	276	-8	-3%	$1.44B
6	6 Valmont Industries VMI $8.98B	254	+22	+9%	$2.69B
7	7 EnerSys ENS $6.26B	253	+28	+12%	$2.54B
8	8 WESCO International WCC $17.1B	234	+25	+12%	$2.72B
9	9 MasTec MTZ $15.6B	192	+4	+2%	$1.35B
10	10 Standex International SXI $3.36B	149	-10	-6%	$943M
11	11 MYR Group MYRG $4.53B	136	-4	-3%	$350M
12	12 Canadian Solar CSIQ $701M	129	+6	+5%	$308M
13	13 Primoris Services PRIM $4.2B	125	+15	+14%	$733M
14	14 Powell Industries POWL $6.18B	116	+12	+12%	$291M
15	15 Ameresco AMRC $1.07B	78	+6	+8%	$53M
16	16 American Superconductor AMSC $1.24B	77	+15	+24%	$36.2M
17	17 JinkoSolar JKS $430M	73	-8	-10%	$126M
18	18 Anterix ATEX $1.63B	54	+9	+20%	$289M
19	OIG 19 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	50	-9	-15%	$59.6M
20	20 Preformed Line Products PLPC $1.84B	50	-2	-4%	$90.6M
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	19	-2	-10%	$3.92M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	16	+2	+14%	$3.49M
23	23 Pioneer Power Solutions PPSI $31.4M	12	+2	+20%	$8.11M
24	24 CBAK Energy Technology Ltd CBAT $108M	9	-2	-18%	$450K
25	25 Arcosa ACA $7.22B	–	–	–	–