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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
$1.41T
2,123 +442 +26% $307B
ETN icon
2
Eaton
ETN
$150B
1,230 +122 +11% $38.2B
PWR icon
3
Quanta Services
PWR
$93.2B
577 +96 +20% $8.92B
HUBB icon
4
Hubbell
HUBB
$24.3B
442 +26 +6% $7.23B
ABB
5
DELISTED
ABB Ltd
ABB
387 +34 +10% $2.57B
NVT icon
6
nVent Electric
NVT
$22.7B
372 +34 +10% $3.5B
MTZ icon
7
MasTec
MTZ
$14.9B
353 +29 +9% $4.2B
ENS icon
8
EnerSys
ENS
$5.98B
292 +25 +9% $3.44B
VMI icon
9
Valmont Industries
VMI
$8.81B
283 +33 +13% $3.23B
ACA icon
10
Arcosa
ACA
$7.22B
269 +13 +5% $2.3B
WCC icon
11
WESCO International
WCC
$16.3B
265 +22 +9% $3.72B
CSIQ icon
12
Canadian Solar
CSIQ
$688M
206 +27 +15% $1.35B
AMRC icon
13
Ameresco
AMRC
$1.03B
199 +52 +35% $1.09B
MYRG icon
14
MYR Group
MYRG
$4.31B
182 +31 +21% $933M
PRIM icon
15
Primoris Services
PRIM
$3.9B
169 +3 +2% $1.22B
SXI icon
16
Standex International
SXI
$3.28B
166 +15 +10% $859M
JKS icon
17
JinkoSolar
JKS
$428M
155 +39 +34% $1.5B
POWL icon
18
Powell Industries
POWL
$5.63B
121 +3 +3% $234M
AMSC icon
19
American Superconductor
AMSC
$1.18B
109 +20 +22% $409M
ATEX icon
20
Anterix
ATEX
$1.62B
88 -8 -8% $609M
STEM icon
21
Stem
STEM
$34M
75 +75 – $574M
PLPC icon
22
Preformed Line Products
PLPC
$1.74B
70 +4 +6% $160M
CTOS icon
23
Custom Truck One Source
CTOS
$2.06B
67 +18 +37% $299M
EOSE icon
24
Eos Energy Enterprises
EOSE
$681M
67 +14 +26% $335M
TUSK icon
25
Mammoth Energy Services
TUSK
$127M
45 +7 +18% $128M
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