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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	1,006	+114	+13%	$27.5B
2	2 Tesla TSLA $1.45T	779	+37	+5%	$30.6B
3	3 Quanta Services PWR $99.3B	471	+26	+6%	$5.02B
4	ABB 4 DELISTED ABB Ltd ABB	378	+69	+22%	$3.2B
5	5 Hubbell HUBB $25B	365	+17	+5%	$6.34B
6	6 MasTec MTZ $15.6B	313	+41	+15%	$3.21B
7	7 Valmont Industries VMI $8.98B	276	+16	+6%	$3.3B
8	8 EnerSys ENS $6.26B	259	-2	-0.8%	$2.84B
9	9 WESCO International WCC $17.1B	236	+33	+16%	$3.21B
10	10 Primoris Services PRIM $4.2B	165	+14	+9%	$1.01B
11	11 Standex International SXI $3.36B	164	+17	+12%	$1.15B
12	12 MYR Group MYRG $4.53B	132	-11	-8%	$527M
13	13 Canadian Solar CSIQ $701M	113	-1	-0.9%	$383M
14	14 Powell Industries POWL $6.18B	109	+10	+10%	$214M
15	15 Ameresco AMRC $1.07B	78	+3	+4%	$101M
16	16 JinkoSolar JKS $430M	77	-6	-7%	$143M
17	17 Preformed Line Products PLPC $1.84B	67	+9	+16%	$162M
18	18 Mammoth Energy Services TUSK $130M	63	+4	+7%	$623M
19	19 American Superconductor AMSC $1.24B	60	+3	+5%	$19.3M
20	20 Anterix ATEX $1.63B	52	+2	+4%	$418M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	39	+4	+11%	$41.2M
22	22 iShares U.S. Power Infrastructure ETF POWR $442M	24	+6	+33%	$6.45M
23	23 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	19	+3	+19%	$8.62M
24	24 Custom Truck One Source CTOS $2.11B	17	+17	–	$109M
25	25 Pioneer Power Solutions PPSI $31.4M	17	+3	+21%	$13.9M