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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	1,079	-25	-2%	$27.6B
2	2 Tesla TSLA $1.45T	725	-20	-3%	$23.1B
3	3 Quanta Services PWR $99.3B	418	-38	-8%	$4.85B
4	4 Hubbell HUBB $25B	389	+11	+3%	$6.11B
5	5 MasTec MTZ $15.6B	364	+53	+17%	$3.94B
6	6 nVent Electric NVT $24.7B	347	-37	-10%	$3.29B
7	ABB 7 DELISTED ABB Ltd ABB	317	-9	-3%	$1.94B
8	8 Arcosa ACA $7.22B	268	-6	-2%	$1.37B
9	9 Valmont Industries VMI $8.98B	261	+11	+4%	$2.58B
10	10 EnerSys ENS $6.26B	257	+2	+0.8%	$2.74B
11	11 WESCO International WCC $17.1B	191	-38	-17%	$2.01B
12	12 Standex International SXI $3.36B	156	+5	+3%	$817M
13	13 MYR Group MYRG $4.53B	140	+4	+3%	$473M
14	14 Canadian Solar CSIQ $701M	133	+12	+10%	$466M
15	15 Powell Industries POWL $6.18B	133	+21	+19%	$301M
16	16 Primoris Services PRIM $4.2B	129	-5	-4%	$813M
17	17 Ameresco AMRC $1.07B	97	+6	+7%	$242M
18	18 Mammoth Energy Services TUSK $130M	87	-13	-13%	$85.5M
19	19 JinkoSolar JKS $430M	80	-4	-5%	$352M
20	20 American Superconductor AMSC $1.24B	77	-2	-3%	$80.2M
21	21 Anterix ATEX $1.63B	75	0	0%	$561M
22	22 Preformed Line Products PLPC $1.84B	68	+2	+3%	$133M
23	23 Custom Truck One Source CTOS $2.11B	38	-8	-17%	$232M
24	24 Microvast MVST $203M	33	+3	+10%	$160M
25	OIG 25 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	25	-5	-17%	$6.78M