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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	2,739	+115	+4%	$372B
2	2 Eaton ETN $159B	1,378	+16	+1%	$43.6B
3	3 Quanta Services PWR $99.3B	820	+37	+5%	$16.5B
4	4 Hubbell HUBB $25B	498	+30	+6%	$10.9B
5	ABB 5 DELISTED ABB Ltd ABB	404	-40	-9%	$2.66B
6	6 nVent Electric NVT $24.7B	398	-5	-1%	$4.67B
7	7 WESCO International WCC $17.1B	368	+17	+5%	$5.77B
8	8 MasTec MTZ $15.6B	338	-16	-5%	$3.53B
9	9 Valmont Industries VMI $8.98B	317	+19	+6%	$5.07B
10	10 Arcosa ACA $7.22B	263	+17	+7%	$2.48B
11	11 EnerSys ENS $6.26B	254	-10	-4%	$2.31B
12	12 Ameresco AMRC $1.07B	221	+7	+3%	$2.03B
13	13 Stem STEM $34.6M	219	+16	+8%	$1.1B
14	14 MYR Group MYRG $4.53B	206	+8	+4%	$1.23B
15	15 Standex International SXI $3.36B	186	-8	-4%	$852M
16	16 Canadian Solar CSIQ $701M	183	+16	+10%	$1.17B
17	17 Primoris Services PRIM $4.2B	176	+21	+14%	$766M
18	18 JinkoSolar JKS $430M	146	-19	-12%	$1.22B
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	145	-3	-2%	$266M
20	20 Fluence Energy FLNC $889M	127	+4	+3%	$1.36B
21	21 Microvast MVST $203M	110	+5	+5%	$129M
22	22 Anterix ATEX $1.63B	100	+6	+6%	$567M
23	23 DELISTED ESS Tech GWH	94	-3	-3%	$258M
24	24 Preformed Line Products PLPC $1.84B	92	+11	+14%	$148M
25	ELIQ 25 DELISTED Electriq Power Holdings, Inc. ELIQ	90	+6	+7%	$338M