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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	1,172	+93	+9%	$31.3B
2	2 Tesla TSLA $1.45T	929	+204	+28%	$40.8B
3	3 Quanta Services PWR $99.3B	466	+48	+11%	$5.36B
4	4 Hubbell HUBB $25B	402	+13	+3%	$6.94B
5	5 MasTec MTZ $15.6B	393	+29	+8%	$4.09B
6	6 nVent Electric NVT $24.7B	364	+17	+5%	$3.83B
7	ABB 7 DELISTED ABB Ltd ABB	355	+38	+12%	$2.27B
8	8 Arcosa ACA $7.22B	261	-7	-3%	$1.89B
9	9 Valmont Industries VMI $8.98B	255	-6	-2%	$2.8B
10	10 EnerSys ENS $6.26B	252	-5	-2%	$3.14B
11	11 WESCO International WCC $17.1B	228	+37	+19%	$2.51B
12	12 Standex International SXI $3.36B	157	+1	+0.6%	$895M
13	13 Powell Industries POWL $6.18B	144	+11	+8%	$386M
14	14 MYR Group MYRG $4.53B	143	+3	+2%	$488M
15	15 Primoris Services PRIM $4.2B	139	+10	+8%	$916M
16	16 Canadian Solar CSIQ $701M	108	-25	-19%	$554M
17	17 Ameresco AMRC $1.07B	97	0	0%	$283M
18	18 JinkoSolar JKS $430M	94	+14	+18%	$612M
19	19 Anterix ATEX $1.63B	79	+4	+5%	$700M
20	20 American Superconductor AMSC $1.24B	76	-1	-1%	$83.5M
21	21 Preformed Line Products PLPC $1.84B	69	+1	+1%	$149M
22	22 Mammoth Energy Services TUSK $130M	69	-18	-21%	$71.3M
23	23 Microvast MVST $203M	42	+9	+27%	$191M
24	24 Custom Truck One Source CTOS $2.11B	37	-1	-3%	$159M
25	OIG 25 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	24	-1	-4%	$12.1M