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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
TSLA icon
1
Tesla
TSLA
$1.45T
1,361 +277 +26% $98.7B
ETN icon
2
Eaton
ETN
$159B
1,090 +15 +1% $28B
PWR icon
3
Quanta Services
PWR
$99.3B
447 +6 +1% $4.97B
HUBB icon
4
Hubbell
HUBB
$25B
403 +20 +5% $5.87B
NVT icon
5
nVent Electric
NVT
$24.7B
335 -12 -3% $2.81B
ABB
6
DELISTED
ABB Ltd
ABB
326 -31 -9% $1.78B
MTZ icon
7
MasTec
MTZ
$15.6B
321 +5 +2% $2.9B
ACA icon
8
Arcosa
ACA
$7.22B
263 -1 -0.4% $1.79B
ENS icon
9
EnerSys
ENS
$6.26B
261 +26 +11% $2.63B
WCC icon
10
WESCO International
WCC
$17.1B
259 +32 +14% $1.76B
VMI icon
11
Valmont Industries
VMI
$8.98B
247 +9 +4% $2.11B
SXI icon
12
Standex International
SXI
$3.36B
150 +16 +12% $639M
MYRG icon
13
MYR Group
MYRG
$4.53B
145 +4 +3% $491M
PRIM icon
14
Primoris Services
PRIM
$4.2B
145 +18 +14% $722M
AMRC icon
15
Ameresco
AMRC
$1.07B
123 +15 +14% $534M
POWL icon
16
Powell Industries
POWL
$6.18B
123 -2 -2% $216M
CSIQ icon
17
Canadian Solar
CSIQ
$701M
119 +15 +14% $462M
ATEX icon
18
Anterix
ATEX
$1.63B
107 +23 +27% $736M
JKS icon
19
JinkoSolar
JKS
$430M
96 -6 -6% $466M
AMSC icon
20
American Superconductor
AMSC
$1.24B
77 +2 +3% $94.1M
PLPC icon
21
Preformed Line Products
PLPC
$1.84B
67 +2 +3% $120M
CTOS icon
22
Custom Truck One Source
CTOS
$2.11B
50 +14 +39% $153M
MVST icon
23
Microvast
MVST
$203M
50 +6 +14% $249M
TUSK icon
24
Mammoth Energy Services
TUSK
$130M
47 -13 -22% $34.9M
EOSE icon
25
Eos Energy Enterprises
EOSE
$710M
33 +33 – $92.3M
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