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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	845	+38	+5%	$22.9B
2	2 Tesla TSLA $1.45T	614	+57	+10%	$21.7B
3	3 Quanta Services PWR $99.3B	413	+19	+5%	$4.63B
4	4 Hubbell HUBB $25B	329	+36	+12%	$5.53B
5	ABB 5 DELISTED ABB Ltd ABB	292	+10	+4%	$1.39B
6	6 EnerSys ENS $6.26B	282	+17	+6%	$3.23B
7	7 WESCO International WCC $17.1B	258	+31	+14%	$3.24B
8	8 Valmont Industries VMI $8.98B	256	+19	+8%	$2.69B
9	9 MasTec MTZ $15.6B	238	+33	+16%	$2.23B
10	10 MYR Group MYRG $4.53B	158	+11	+7%	$548M
11	11 Standex International SXI $3.36B	151	+5	+3%	$999M
12	12 Primoris Services PRIM $4.2B	130	+7	+6%	$854M
13	13 Powell Industries POWL $6.18B	121	+2	+2%	$278M
14	14 Canadian Solar CSIQ $701M	104	-2	-2%	$244M
15	15 Ameresco AMRC $1.07B	73	+4	+6%	$64.1M
16	16 JinkoSolar JKS $430M	70	+2	+3%	$71.4M
17	17 American Superconductor AMSC $1.24B	69	-1	-1%	$31.5M
18	18 Mammoth Energy Services TUSK $130M	64	+64	–	$430M
19	19 Preformed Line Products PLPC $1.84B	59	+6	+11%	$132M
20	20 Anterix ATEX $1.63B	55	+6	+12%	$300M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	45	-1	-2%	$83.1M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	23	+1	+5%	$4.62M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	16	+1	+7%	$3.08M
24	24 Pioneer Power Solutions PPSI $31.4M	10	-3	-23%	$9.32M
25	25 CBAK Energy Technology Ltd CBAT $108M	6	-4	-40%	$180K