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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	1,681	+320	+24%	$172B
2	2 Eaton ETN $159B	1,108	+18	+2%	$32.6B
3	3 Quanta Services PWR $99.3B	481	+34	+8%	$6.63B
4	4 Hubbell HUBB $25B	416	+13	+3%	$6.35B
5	ABB 5 DELISTED ABB Ltd ABB	353	+27	+8%	$2.25B
6	6 nVent Electric NVT $24.7B	338	+3	+0.9%	$2.62B
7	7 MasTec MTZ $15.6B	324	+3	+0.9%	$2.61B
8	8 EnerSys ENS $6.26B	267	+6	+2%	$2.74B
9	9 Arcosa ACA $7.22B	256	-7	-3%	$1.87B
10	10 Valmont Industries VMI $8.98B	250	+3	+1%	$2.29B
11	11 WESCO International WCC $17.1B	243	-16	-6%	$2.1B
12	12 Canadian Solar CSIQ $701M	179	+60	+50%	$890M
13	13 Primoris Services PRIM $4.2B	166	+21	+14%	$774M
14	14 MYR Group MYRG $4.53B	151	+6	+4%	$569M
15	15 Standex International SXI $3.36B	151	+1	+0.7%	$659M
16	16 Ameresco AMRC $1.07B	147	+24	+20%	$643M
17	17 Powell Industries POWL $6.18B	118	-5	-4%	$186M
18	18 JinkoSolar JKS $430M	116	+20	+21%	$1.07B
19	19 Anterix ATEX $1.63B	96	-11	-10%	$522M
20	20 American Superconductor AMSC $1.24B	89	+12	+16%	$202M
21	21 Preformed Line Products PLPC $1.84B	66	-1	-1%	$115M
22	22 Microvast MVST $203M	54	+4	+8%	$260M
23	23 Eos Energy Enterprises EOSE $710M	53	+20	+61%	$123M
24	24 Custom Truck One Source CTOS $2.11B	49	-1	-2%	$152M
25	25 Mammoth Energy Services TUSK $130M	38	-9	-19%	$45.7M