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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 $155B	1,107	+90	+9%	$26.8B
2	2 Tesla TSLA $1.43T	801	-43	-5%	$27.5B
3	3 Quanta Services PWR $95.7B	444	+28	+7%	$4.69B
4	4 nVent Electric NVT $23.4B	401	+13	+3%	$4.12B
5	5 Hubbell HUBB $24.5B	363	+19	+6%	$5.58B
6	ABB 6 DELISTED ABB Ltd ABB	350	+3	+0.9%	$1.98B
7	7 MasTec MTZ $15.3B	332	+31	+10%	$3.17B
8	8 EnerSys ENS $6.15B	279	-3	-1%	$2.71B
9	9 Arcosa ACA $7.22B	272	+19	+8%	$1.23B
10	10 Valmont Industries VMI $8.71B	247	+13	+6%	$2.49B
11	11 WESCO International WCC $16.8B	236	-1	-0.4%	$2.38B
12	12 Standex International SXI $3.3B	166	+3	+2%	$837M
13	13 MYR Group MYRG $4.36B	143	+15	+12%	$515M
14	14 Mammoth Energy Services TUSK $129M	136	+6	+5%	$617M
15	15 Primoris Services PRIM $3.92B	130	-2	-2%	$826M
16	16 Canadian Solar CSIQ $698M	121	+6	+5%	$468M
17	17 Powell Industries POWL $6.11B	101	0	0%	$197M
18	18 Ameresco AMRC $1.04B	95	+1	+1%	$226M
19	19 American Superconductor AMSC $1.27B	82	+14	+21%	$120M
20	20 JinkoSolar JKS $424M	75	+6	+9%	$200M
21	21 Anterix ATEX $1.65B	74	+5	+7%	$463M
22	22 Preformed Line Products PLPC $1.75B	69	-1	-1%	$120M
23	OIG 23 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	32	-1	-3%	$17.2M
24	24 Custom Truck One Source CTOS $2.06B	29	+3	+12%	$228M
25	25 iShares U.S. Power Infrastructure ETF POWR $436M	25	+2	+9%	$18.4M