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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	2,752	+501	+22%	$458B
2	2 Eaton ETN $159B	1,451	+105	+8%	$55.8B
3	3 Quanta Services PWR $99.3B	747	+74	+11%	$14.3B
4	4 Hubbell HUBB $25B	492	+57	+13%	$9.83B
5	ABB 5 DELISTED ABB Ltd ABB	473	+48	+11%	$3.9B
6	6 nVent Electric NVT $24.7B	419	+43	+11%	$5.65B
7	7 MasTec MTZ $15.6B	387	+21	+6%	$4.78B
8	8 WESCO International WCC $17.1B	348	+43	+14%	$6.22B
9	9 Valmont Industries VMI $8.98B	289	+5	+2%	$4.65B
10	10 EnerSys ENS $6.26B	285	0	0%	$3.16B
11	11 Arcosa ACA $7.22B	248	0	0%	$2.28B
12	12 MYR Group MYRG $4.53B	224	+7	+3%	$1.62B
13	13 Ameresco AMRC $1.07B	222	+25	+13%	$2.2B
14	14 Stem STEM $34.6M	204	+31	+18%	$1.46B
15	15 Standex International SXI $3.36B	199	+20	+11%	$1.19B
16	16 Primoris Services PRIM $4.2B	173	-13	-7%	$1.13B
17	17 Canadian Solar CSIQ $701M	172	-15	-8%	$897M
18	18 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	154	+42	+38%	$407M
19	19 Fluence Energy FLNC $889M	134	+134	–	$1.39B
20	20 JinkoSolar JKS $430M	126	+2	+2%	$984M
21	21 Anterix ATEX $1.63B	108	+1	+0.9%	$892M
22	22 American Superconductor AMSC $1.24B	107	+7	+7%	$178M
23	23 Powell Industries POWL $6.18B	103	-3	-3%	$306M
24	24 Microvast MVST $203M	94	+23	+32%	$318M
25	25 Custom Truck One Source CTOS $2.11B	88	+15	+21%	$1.79B