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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	2,802	+50	+2%	$470B
2	2 Eaton ETN $159B	1,414	-37	-3%	$49B
3	3 Quanta Services PWR $99.3B	774	+27	+4%	$16.8B
4	4 Hubbell HUBB $25B	478	-14	-3%	$8.65B
5	ABB 5 DELISTED ABB Ltd ABB	448	-25	-5%	$3.38B
6	6 nVent Electric NVT $24.7B	396	-23	-5%	$5.17B
7	7 MasTec MTZ $15.6B	390	+3	+0.8%	$4.72B
8	8 WESCO International WCC $17.1B	340	-8	-2%	$6.2B
9	9 Valmont Industries VMI $8.98B	305	+16	+6%	$4.55B
10	10 EnerSys ENS $6.26B	287	+2	+0.7%	$2.95B
11	11 Arcosa ACA $7.22B	255	+7	+3%	$2.53B
12	12 MYR Group MYRG $4.53B	212	-12	-5%	$1.39B
13	13 Ameresco AMRC $1.07B	210	-12	-5%	$2.32B
14	14 Standex International SXI $3.36B	206	+7	+4%	$1.07B
15	15 Stem STEM $34.6M	194	-10	-5%	$854M
16	16 Canadian Solar CSIQ $701M	184	+12	+7%	$1.02B
17	17 Primoris Services PRIM $4.2B	174	+1	+0.6%	$1.16B
18	18 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	151	-3	-2%	$367M
19	19 JinkoSolar JKS $430M	141	+15	+12%	$1.19B
20	20 Fluence Energy FLNC $889M	118	-16	-12%	$495M
21	21 Anterix ATEX $1.63B	109	+1	+0.9%	$882M
22	22 American Superconductor AMSC $1.24B	107	0	0%	$119M
23	23 Microvast MVST $203M	94	0	0%	$395M
24	24 Powell Industries POWL $6.18B	93	-10	-10%	$199M
25	25 Custom Truck One Source CTOS $2.11B	84	-4	-5%	$1.91B