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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	-2	-0.2%	$25.7B
2	2 Tesla TSLA $1.45T	781	+5	+0.6%	$36.6B
3	3 Quanta Services PWR $99.3B	460	0	0%	$4.3B
4	4 nVent Electric NVT $24.7B	390	+390	–	$3.89B
5	ABB 5 DELISTED ABB Ltd ABB	355	-20	-5%	$2.52B
6	6 Hubbell HUBB $25B	352	-28	-7%	$5.12B
7	7 MasTec MTZ $15.6B	306	-9	-3%	$3.36B
8	8 EnerSys ENS $6.26B	273	+12	+5%	$3.07B
9	9 Valmont Industries VMI $8.98B	261	-3	-1%	$2.99B
10	10 WESCO International WCC $17.1B	241	+6	+3%	$2.7B
11	11 Standex International SXI $3.36B	165	+4	+2%	$1.16B
12	12 Primoris Services PRIM $4.2B	157	-19	-11%	$1.07B
13	13 Mammoth Energy Services TUSK $130M	144	+37	+35%	$1.25B
14	14 MYR Group MYRG $4.53B	140	+9	+7%	$526M
15	15 Powell Industries POWL $6.18B	113	+5	+5%	$262M
16	16 Canadian Solar CSIQ $701M	97	-12	-11%	$272M
17	17 Ameresco AMRC $1.07B	86	+6	+8%	$151M
18	18 JinkoSolar JKS $430M	69	-4	-5%	$105M
19	19 Preformed Line Products PLPC $1.84B	69	+6	+10%	$202M
20	20 American Superconductor AMSC $1.24B	60	+1	+2%	$32.3M
21	21 Anterix ATEX $1.63B	52	+1	+2%	$323M
22	OIG 22 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	40	0	0%	$46.3M
23	23 Custom Truck One Source CTOS $2.11B	25	+1	+4%	$173M
24	24 iShares U.S. Power Infrastructure ETF POWR $442M	25	+1	+4%	$6.88M
25	25 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	23	0	0%	$8.35M