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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	2,624	-178	-6%	$306B
2	2 Eaton ETN $159B	1,362	-52	-4%	$41.1B
3	3 Quanta Services PWR $99.3B	783	+9	+1%	$16.6B
4	4 Hubbell HUBB $25B	468	-10	-2%	$8.58B
5	ABB 5 DELISTED ABB Ltd ABB	444	-4	-0.9%	$2.79B
6	6 nVent Electric NVT $24.7B	403	+7	+2%	$4.67B
7	7 MasTec MTZ $15.6B	354	-36	-9%	$3.91B
8	8 WESCO International WCC $17.1B	351	+11	+3%	$5.14B
9	9 Valmont Industries VMI $8.98B	298	-7	-2%	$4.27B
10	10 EnerSys ENS $6.26B	264	-23	-8%	$2.3B
11	11 Arcosa ACA $7.22B	246	-9	-4%	$2.03B
12	12 Ameresco AMRC $1.07B	214	+4	+2%	$1.4B
13	13 Stem STEM $34.6M	203	+9	+5%	$582M
14	14 MYR Group MYRG $4.53B	198	-14	-7%	$1.31B
15	15 Standex International SXI $3.36B	194	-12	-6%	$897M
16	16 Canadian Solar CSIQ $701M	167	-17	-9%	$947M
17	17 JinkoSolar JKS $430M	165	+24	+17%	$1.69B
18	18 Primoris Services PRIM $4.2B	155	-19	-11%	$1.07B
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	148	-3	-2%	$285M
20	20 Fluence Energy FLNC $889M	123	+5	+4%	$349M
21	21 Microvast MVST $203M	105	+11	+12%	$161M
22	22 DELISTED ESS Tech GWH	97	+22	+29%	$176M
23	23 Anterix ATEX $1.63B	94	-15	-14%	$621M
24	24 Powell Industries POWL $6.18B	94	+1	+1%	$177M
25	25 American Superconductor AMSC $1.24B	92	-15	-14%	$68.6M