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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	2,172	+22	+1%	$274B
2	2 Eaton ETN $159B	1,310	+3	+0.2%	$47.5B
3	3 Quanta Services PWR $99.3B	630	+20	+3%	$11.2B
4	4 Hubbell HUBB $25B	428	-2	-0.5%	$8.8B
5	ABB 5 DELISTED ABB Ltd ABB	419	+18	+4%	$3.41B
6	6 MasTec MTZ $15.6B	415	+23	+6%	$5.77B
7	7 nVent Electric NVT $24.7B	376	0	0%	$4.64B
8	8 Valmont Industries VMI $8.98B	305	+3	+1%	$4.35B
9	9 EnerSys ENS $6.26B	292	-16	-5%	$3.98B
10	10 WESCO International WCC $17.1B	280	-4	-1%	$4.83B
11	11 Arcosa ACA $7.22B	247	-18	-7%	$2.53B
12	12 Primoris Services PRIM $4.2B	206	-15	-7%	$1.4B
13	13 Canadian Solar CSIQ $701M	199	-9	-4%	$1.16B
14	14 MYR Group MYRG $4.53B	197	+8	+4%	$1.4B
15	15 Ameresco AMRC $1.07B	191	-12	-6%	$1.64B
16	16 Standex International SXI $3.36B	175	+1	+0.6%	$1.04B
17	17 Stem STEM $34.6M	168	+58	+53%	$1.89B
18	18 JinkoSolar JKS $430M	122	-17	-12%	$1.26B
19	19 Powell Industries POWL $6.18B	109	-3	-3%	$252M
20	20 American Superconductor AMSC $1.24B	107	+2	+2%	$285M
21	21 Anterix ATEX $1.63B	107	+10	+10%	$912M
22	22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	96	+17	+22%	$206M
23	23 Eos Energy Enterprises EOSE $710M	82	+5	+6%	$433M
24	24 Custom Truck One Source CTOS $2.11B	71	+8	+13%	$2.03B
25	25 DELISTED ESS Tech GWH	68	+14	+26%	$208M