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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	1,008	+2	+0.2%	$28B
2	2 Tesla TSLA $1.45T	776	-3	-0.4%	$27.5B
3	3 Quanta Services PWR $99.3B	460	-11	-2%	$4.38B
4	4 Hubbell HUBB $25B	380	+15	+4%	$5.77B
5	ABB 5 DELISTED ABB Ltd ABB	375	-3	-0.8%	$2.95B
6	6 MasTec MTZ $15.6B	315	+2	+0.6%	$3.05B
7	7 Valmont Industries VMI $8.98B	264	-12	-4%	$2.9B
8	8 EnerSys ENS $6.26B	261	+2	+0.8%	$2.85B
9	9 WESCO International WCC $17.1B	235	-1	-0.4%	$2.95B
10	10 Primoris Services PRIM $4.2B	176	+11	+7%	$931M
11	11 Standex International SXI $3.36B	161	-3	-2%	$1.08B
12	12 MYR Group MYRG $4.53B	131	-1	-0.8%	$454M
13	13 Canadian Solar CSIQ $701M	109	-4	-4%	$369M
14	14 Powell Industries POWL $6.18B	108	-1	-0.9%	$206M
15	15 Mammoth Energy Services TUSK $130M	107	+44	+70%	$1.06B
16	16 Ameresco AMRC $1.07B	80	+2	+3%	$154M
17	17 JinkoSolar JKS $430M	73	-4	-5%	$140M
18	18 Preformed Line Products PLPC $1.84B	63	-4	-6%	$147M
19	19 American Superconductor AMSC $1.24B	59	-1	-2%	$29.6M
20	20 Anterix ATEX $1.63B	51	-1	-2%	$336M
21	OIG 21 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	40	+1	+3%	$39.6M
22	22 Custom Truck One Source CTOS $2.11B	24	+7	+41%	$164M
23	23 iShares U.S. Power Infrastructure ETF POWR $442M	24	0	0%	$5.86M
24	24 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	23	+4	+21%	$6.84M
25	25 Pioneer Power Solutions PPSI $31.4M	14	-3	-18%	$13.1M