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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	1,017	-27	-3%	$22.8B
2	2 Tesla TSLA $1.45T	844	+116	+16%	$34.3B
3	3 Quanta Services PWR $99.3B	416	-34	-8%	$3.75B
4	4 nVent Electric NVT $24.7B	388	-11	-3%	$3.48B
5	ABB 5 DELISTED ABB Ltd ABB	347	-25	-7%	$1.81B
6	6 Hubbell HUBB $25B	344	-16	-4%	$4.7B
7	7 MasTec MTZ $15.6B	301	+7	+2%	$2.7B
8	8 EnerSys ENS $6.26B	282	+18	+7%	$3.22B
9	9 Arcosa ACA $7.22B	253	+253	–	$1.11B
10	10 WESCO International WCC $17.1B	237	-8	-3%	$2.13B
11	11 Valmont Industries VMI $8.98B	234	-9	-4%	$2.13B
12	12 Standex International SXI $3.36B	163	-8	-5%	$759M
13	13 Primoris Services PRIM $4.2B	132	-6	-4%	$759M
14	14 Mammoth Energy Services TUSK $130M	130	-6	-4%	$655M
15	15 MYR Group MYRG $4.53B	128	-4	-3%	$415M
16	16 Canadian Solar CSIQ $701M	115	+8	+7%	$332M
17	17 Powell Industries POWL $6.18B	101	-6	-6%	$184M
18	18 Ameresco AMRC $1.07B	94	+8	+9%	$194M
19	19 Preformed Line Products PLPC $1.84B	70	+1	+1%	$121M
20	20 Anterix ATEX $1.63B	69	+13	+23%	$492M
21	21 JinkoSolar JKS $430M	69	+4	+6%	$88.3M
22	22 American Superconductor AMSC $1.24B	68	+5	+8%	$71.6M
23	OIG 23 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	33	-4	-11%	$18.2M
24	24 Custom Truck One Source CTOS $2.11B	26	-2	-7%	$206M
25	25 iShares U.S. Power Infrastructure ETF POWR $442M	23	-3	-12%	$18.6M