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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	892	+4	+0.5%	$26.5B
2	2 Tesla TSLA $1.45T	742	+20	+3%	$33B
3	3 Quanta Services PWR $99.3B	445	+47	+12%	$5.04B
4	4 Hubbell HUBB $25B	348	+3	+0.9%	$5.46B
5	ABB 5 DELISTED ABB Ltd ABB	309	-7	-2%	$2.55B
6	6 MasTec MTZ $15.6B	272	+17	+7%	$2.83B
7	7 EnerSys ENS $6.26B	261	-14	-5%	$2.88B
8	8 Valmont Industries VMI $8.98B	260	-12	-4%	$3.09B
9	9 WESCO International WCC $17.1B	203	-22	-10%	$2.73B
10	10 Primoris Services PRIM $4.2B	151	+24	+19%	$1.09B
11	11 Standex International SXI $3.36B	147	+5	+4%	$1.19B
12	12 MYR Group MYRG $4.53B	143	+2	+1%	$418M
13	13 Canadian Solar CSIQ $701M	114	+6	+6%	$435M
14	14 Powell Industries POWL $6.18B	99	-6	-6%	$217M
15	15 JinkoSolar JKS $430M	83	+18	+28%	$173M
16	16 Ameresco AMRC $1.07B	75	0	0%	$90.2M
17	17 Mammoth Energy Services TUSK $130M	59	-8	-12%	$552M
18	18 Preformed Line Products PLPC $1.84B	58	+6	+12%	$154M
19	19 American Superconductor AMSC $1.24B	57	-9	-14%	$27.1M
20	20 Anterix ATEX $1.63B	50	+4	+9%	$393M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	35	-1	-3%	$42.2M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	18	0	0%	$6.56M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	16	0	0%	$5.99M
24	24 Pioneer Power Solutions PPSI $31.4M	14	0	0%	$13.5M
25	25 CBAK Energy Technology Ltd CBAT $108M	10	+2	+25%	$808K