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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	859	+14	+2%	$25.7B
2	2 Tesla TSLA $1.45T	646	+32	+5%	$29.3B
3	3 Quanta Services PWR $99.3B	428	+15	+4%	$4.94B
4	4 Hubbell HUBB $25B	320	-9	-3%	$5.67B
5	ABB 5 DELISTED ABB Ltd ABB	308	+16	+5%	$1.87B
6	6 Valmont Industries VMI $8.98B	274	+18	+7%	$2.94B
7	7 EnerSys ENS $6.26B	273	-9	-3%	$3.29B
8	8 MasTec MTZ $15.6B	237	-1	-0.4%	$2.31B
9	9 WESCO International WCC $17.1B	232	-26	-10%	$3.36B
10	10 MYR Group MYRG $4.53B	150	-8	-5%	$599M
11	11 Standex International SXI $3.36B	147	-4	-3%	$1.15B
12	12 Primoris Services PRIM $4.2B	128	-2	-2%	$846M
13	13 Powell Industries POWL $6.18B	107	-14	-12%	$252M
14	14 Canadian Solar CSIQ $701M	99	-5	-5%	$268M
15	15 Mammoth Energy Services TUSK $130M	74	+10	+16%	$606M
16	16 American Superconductor AMSC $1.24B	72	+3	+4%	$30.9M
17	17 Ameresco AMRC $1.07B	70	-3	-4%	$67.9M
18	18 JinkoSolar JKS $430M	66	-4	-6%	$108M
19	19 Preformed Line Products PLPC $1.84B	57	-2	-3%	$117M
20	20 Anterix ATEX $1.63B	46	-9	-16%	$291M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	45	0	0%	$55.8M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	18	+2	+13%	$4.61M
23	23 iShares U.S. Power Infrastructure ETF POWR $442M	18	-5	-22%	$4.56M
24	24 Pioneer Power Solutions PPSI $31.4M	13	+3	+30%	$12.3M
25	25 CBAK Energy Technology Ltd CBAT $108M	6	0	0%	$207K