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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	807	-8	-1%	$22.5B
2	2 Tesla TSLA $1.45T	557	-20	-3%	$18.7B
3	3 Quanta Services PWR $99.3B	394	+7	+2%	$3.72B
4	4 Hubbell HUBB $25B	293	0	0%	$4.97B
5	ABB 5 DELISTED ABB Ltd ABB	282	+6	+2%	$1.53B
6	6 EnerSys ENS $6.26B	265	+12	+5%	$2.94B
7	7 Valmont Industries VMI $8.98B	237	-17	-7%	$2.64B
8	8 WESCO International WCC $17.1B	227	-7	-3%	$3.06B
9	9 MasTec MTZ $15.6B	205	+13	+7%	$1.73B
10	10 MYR Group MYRG $4.53B	147	+11	+8%	$429M
11	11 Standex International SXI $3.36B	146	-3	-2%	$1.06B
12	12 Primoris Services PRIM $4.2B	123	-2	-2%	$808M
13	13 Powell Industries POWL $6.18B	119	+3	+3%	$293M
14	14 Canadian Solar CSIQ $701M	106	-23	-18%	$287M
15	15 American Superconductor AMSC $1.24B	70	-7	-9%	$28.2M
16	16 Ameresco AMRC $1.07B	69	-9	-12%	$62.4M
17	17 JinkoSolar JKS $430M	68	-5	-7%	$88.8M
18	18 Preformed Line Products PLPC $1.84B	53	+3	+6%	$130M
19	19 Anterix ATEX $1.63B	49	-5	-9%	$311M
20	OIG 20 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	46	-4	-8%	$71M
21	21 iShares U.S. Power Infrastructure ETF POWR $442M	22	+3	+16%	$3.45M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	15	-1	-6%	$2.68M
23	23 Pioneer Power Solutions PPSI $31.4M	13	+1	+8%	$8.77M
24	24 CBAK Energy Technology Ltd CBAT $108M	10	+1	+11%	$445K
25	25 Arcosa ACA $7.22B	–	–	–	–