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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	1,104	-3	-0.3%	$27.9B
2	2 Tesla TSLA $1.45T	745	-56	-7%	$22.1B
3	3 Quanta Services PWR $99.3B	456	+12	+3%	$4.74B
4	4 nVent Electric NVT $24.7B	384	-17	-4%	$3.65B
5	5 Hubbell HUBB $25B	378	+15	+4%	$6.26B
6	ABB 6 DELISTED ABB Ltd ABB	326	-24	-7%	$1.85B
7	7 MasTec MTZ $15.6B	311	-21	-6%	$3.31B
8	8 Arcosa ACA $7.22B	274	+2	+0.7%	$1.56B
9	9 EnerSys ENS $6.26B	255	-24	-9%	$2.83B
10	10 Valmont Industries VMI $8.98B	250	+3	+1%	$2.67B
11	11 WESCO International WCC $17.1B	229	-7	-3%	$2.28B
12	12 Standex International SXI $3.36B	151	-15	-9%	$828M
13	13 MYR Group MYRG $4.53B	136	-7	-5%	$563M
14	14 Primoris Services PRIM $4.2B	134	+4	+3%	$862M
15	15 Canadian Solar CSIQ $701M	121	0	0%	$647M
16	16 Powell Industries POWL $6.18B	112	+11	+11%	$286M
17	17 Mammoth Energy Services TUSK $130M	100	-36	-26%	$251M
18	18 Ameresco AMRC $1.07B	91	-4	-4%	$211M
19	19 JinkoSolar JKS $430M	84	+9	+12%	$546M
20	20 American Superconductor AMSC $1.24B	79	-3	-4%	$92.8M
21	21 Anterix ATEX $1.63B	75	+1	+1%	$632M
22	22 Preformed Line Products PLPC $1.84B	66	-3	-4%	$135M
23	23 Custom Truck One Source CTOS $2.11B	46	+17	+59%	$313M
24	24 Microvast MVST $203M	30	+20	+200%	$142M
25	OIG 25 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	30	-2	-6%	$10.3M