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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	1,044	+38	+4%	$29.7B
2	2 Tesla TSLA $1.45T	728	-53	-7%	$27.2B
3	3 Quanta Services PWR $99.3B	450	-10	-2%	$4.33B
4	4 nVent Electric NVT $24.7B	399	+9	+2%	$4.21B
5	ABB 5 DELISTED ABB Ltd ABB	372	+17	+5%	$2.52B
6	6 Hubbell HUBB $25B	360	+8	+2%	$6.42B
7	7 MasTec MTZ $15.6B	294	-12	-4%	$3B
8	8 EnerSys ENS $6.26B	264	-9	-3%	$3.64B
9	9 WESCO International WCC $17.1B	245	+4	+2%	$2.86B
10	10 Valmont Industries VMI $8.98B	243	-18	-7%	$2.71B
11	11 Standex International SXI $3.36B	171	+6	+4%	$1.19B
12	12 Primoris Services PRIM $4.2B	138	-19	-12%	$1B
13	13 Mammoth Energy Services TUSK $130M	136	-8	-6%	$1.02B
14	14 MYR Group MYRG $4.53B	132	-8	-6%	$486M
15	15 Canadian Solar CSIQ $701M	107	+10	+10%	$351M
16	16 Powell Industries POWL $6.18B	107	-6	-5%	$271M
17	17 Ameresco AMRC $1.07B	86	0	0%	$173M
18	18 Preformed Line Products PLPC $1.84B	69	0	0%	$157M
19	19 JinkoSolar JKS $430M	65	-4	-6%	$77.8M
20	20 American Superconductor AMSC $1.24B	63	+3	+5%	$35.2M
21	21 Anterix ATEX $1.63B	56	+4	+8%	$437M
22	OIG 22 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	37	-3	-8%	$34.1M
23	23 Custom Truck One Source CTOS $2.11B	28	+3	+12%	$180M
24	24 iShares U.S. Power Infrastructure ETF POWR $442M	26	+1	+4%	$12.6M
25	25 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	21	-2	-9%	$8.84M