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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 Tesla TSLA $1.45T	1,084	+155	+17%	$48.6B
2	2 Eaton ETN $159B	1,075	-97	-8%	$25B
3	3 Quanta Services PWR $99.3B	441	-25	-5%	$4.09B
4	4 Hubbell HUBB $25B	383	-19	-5%	$5.43B
5	ABB 5 DELISTED ABB Ltd ABB	357	+2	+0.6%	$1.53B
6	6 nVent Electric NVT $24.7B	347	-17	-5%	$2.53B
7	7 MasTec MTZ $15.6B	316	-77	-20%	$2.01B
8	8 Arcosa ACA $7.22B	264	+3	+1%	$1.66B
9	9 Valmont Industries VMI $8.98B	238	-17	-7%	$1.94B
10	10 EnerSys ENS $6.26B	235	-17	-7%	$2.06B
11	11 WESCO International WCC $17.1B	227	-1	-0.4%	$945M
12	12 MYR Group MYRG $4.53B	141	-2	-1%	$394M
13	13 Standex International SXI $3.36B	134	-23	-15%	$544M
14	14 Primoris Services PRIM $4.2B	127	-12	-9%	$655M
15	15 Powell Industries POWL $6.18B	125	-19	-13%	$201M
16	16 Ameresco AMRC $1.07B	108	+11	+11%	$312M
17	17 Canadian Solar CSIQ $701M	104	-4	-4%	$398M
18	18 JinkoSolar JKS $430M	102	+8	+9%	$487M
19	19 Anterix ATEX $1.63B	84	+5	+6%	$752M
20	20 American Superconductor AMSC $1.24B	75	-1	-1%	$60M
21	21 Preformed Line Products PLPC $1.84B	65	-4	-6%	$122M
22	22 Mammoth Energy Services TUSK $130M	60	-9	-13%	$23.1M
23	23 Microvast MVST $203M	44	+2	+5%	$237M
24	24 Custom Truck One Source CTOS $2.11B	36	-1	-3%	$126M
25	OIG 25 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	26	+2	+8%	$9.9M