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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	2,150	+27	+1%	$270B
2	2 Eaton ETN $159B	1,307	+77	+6%	$44.4B
3	3 Quanta Services PWR $99.3B	610	+33	+6%	$10.9B
4	4 Hubbell HUBB $25B	430	-12	-3%	$8.8B
5	ABB 5 DELISTED ABB Ltd ABB	401	+14	+4%	$2.9B
6	6 MasTec MTZ $15.6B	392	+39	+11%	$5.59B
7	7 nVent Electric NVT $24.7B	376	+4	+1%	$4.1B
8	8 EnerSys ENS $6.26B	308	+16	+5%	$3.7B
9	9 Valmont Industries VMI $8.98B	302	+19	+7%	$4.43B
10	10 WESCO International WCC $17.1B	284	+19	+7%	$4.06B
11	11 Arcosa ACA $7.22B	265	-4	-1%	$2.77B
12	12 Primoris Services PRIM $4.2B	221	+52	+31%	$1.6B
13	13 Canadian Solar CSIQ $701M	208	+2	+1%	$1.42B
14	14 Ameresco AMRC $1.07B	203	+4	+2%	$1.22B
15	15 MYR Group MYRG $4.53B	189	+7	+4%	$1.09B
16	16 Standex International SXI $3.36B	174	+8	+5%	$1.05B
17	17 JinkoSolar JKS $430M	139	-16	-10%	$841M
18	18 Powell Industries POWL $6.18B	112	-9	-7%	$274M
19	19 Stem STEM $34.6M	110	+35	+47%	$360M
20	20 American Superconductor AMSC $1.24B	105	-4	-4%	$311M
21	21 Anterix ATEX $1.63B	97	+9	+10%	$731M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	79	+36	+84%	$123M
23	23 Eos Energy Enterprises EOSE $710M	77	+10	+15%	$395M
24	24 Preformed Line Products PLPC $1.84B	65	-5	-7%	$156M
25	25 Custom Truck One Source CTOS $2.11B	63	-4	-6%	$360M