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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	888	+29	+3%	$26.9B
2	2 Tesla TSLA $1.45T	722	+76	+12%	$34.4B
3	3 Quanta Services PWR $99.3B	398	-30	-7%	$4.47B
4	4 Hubbell HUBB $25B	345	+25	+8%	$5.32B
5	ABB 5 DELISTED ABB Ltd ABB	316	+8	+3%	$2.4B
6	6 EnerSys ENS $6.26B	275	+2	+0.7%	$3.03B
7	7 Valmont Industries VMI $8.98B	272	-2	-0.7%	$2.86B
8	8 MasTec MTZ $15.6B	255	+18	+8%	$2.66B
9	9 WESCO International WCC $17.1B	225	-7	-3%	$2.73B
10	10 Standex International SXI $3.36B	142	-5	-3%	$1.02B
11	11 MYR Group MYRG $4.53B	141	-9	-6%	$449M
12	12 Primoris Services PRIM $4.2B	127	-1	-0.8%	$899M
13	13 Canadian Solar CSIQ $701M	108	+9	+9%	$385M
14	14 Powell Industries POWL $6.18B	105	-2	-2%	$233M
15	15 Ameresco AMRC $1.07B	75	+5	+7%	$85.7M
16	16 Mammoth Energy Services TUSK $130M	67	-7	-9%	$608M
17	17 American Superconductor AMSC $1.24B	66	-6	-8%	$31.2M
18	18 JinkoSolar JKS $430M	65	-1	-2%	$142M
19	19 Preformed Line Products PLPC $1.84B	52	-5	-9%	$104M
20	20 Anterix ATEX $1.63B	46	0	0%	$310M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	36	-9	-20%	$44.7M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	18	0	0%	$5.55M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	16	-2	-11%	$5.19M
24	24 Pioneer Power Solutions PPSI $31.4M	14	+1	+8%	$11.2M
25	25 CBAK Energy Technology Ltd CBAT $108M	8	+2	+33%	$312K