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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	2,251	+79	+4%	$325B
2	2 Eaton ETN $159B	1,346	+36	+3%	$47.5B
3	3 Quanta Services PWR $99.3B	673	+43	+7%	$14.3B
4	4 Hubbell HUBB $25B	435	+7	+2%	$8.49B
5	ABB 5 DELISTED ABB Ltd ABB	425	+6	+1%	$3.41B
6	6 nVent Electric NVT $24.7B	376	0	0%	$4.79B
7	7 MasTec MTZ $15.6B	366	-49	-12%	$4.53B
8	8 WESCO International WCC $17.1B	305	+25	+9%	$5.45B
9	9 EnerSys ENS $6.26B	285	-7	-2%	$3.01B
10	10 Valmont Industries VMI $8.98B	284	-21	-7%	$4.35B
11	11 Arcosa ACA $7.22B	248	+1	+0.4%	$2.18B
12	12 MYR Group MYRG $4.53B	217	+20	+10%	$1.49B
13	13 Ameresco AMRC $1.07B	197	+6	+3%	$1.57B
14	14 Canadian Solar CSIQ $701M	187	-12	-6%	$896M
15	15 Primoris Services PRIM $4.2B	186	-20	-10%	$1.17B
16	16 Standex International SXI $3.36B	179	+4	+2%	$1.08B
17	17 Stem STEM $34.6M	173	+5	+3%	$1.41B
18	18 JinkoSolar JKS $430M	124	+2	+2%	$933M
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	112	+16	+17%	$260M
20	20 Anterix ATEX $1.63B	107	0	0%	$920M
21	21 Powell Industries POWL $6.18B	106	-3	-3%	$251M
22	22 American Superconductor AMSC $1.24B	100	-7	-7%	$243M
23	23 Energy Vault NRGV $527M	82	+20	+32%	$222M
24	24 Eos Energy Enterprises EOSE $710M	78	-4	-5%	$361M
25	25 Custom Truck One Source CTOS $2.11B	73	+2	+3%	$2.03B