← All themes

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 $1.43T	2,485	-254	-9%	$171B
2	2 Eaton ETN $156B	1,486	+108	+8%	$50.6B
3	3 Quanta Services PWR $96.6B	870	+50	+6%	$17.9B
4	4 Hubbell HUBB $24.6B	591	+93	+19%	$11.1B
5	5 nVent Electric NVT $23.6B	457	+59	+15%	$5.47B
6	ABB 6 DELISTED ABB Ltd ABB	451	+47	+12%	$3.02B
7	7 MasTec MTZ $15.4B	386	+48	+14%	$4.77B
8	8 WESCO International WCC $16.9B	374	+6	+2%	$5.68B
9	9 Valmont Industries VMI $8.71B	353	+36	+11%	$6.1B
10	10 EnerSys ENS $6.23B	268	+14	+6%	$2.74B
11	11 Arcosa ACA $7.22B	264	+1	+0.4%	$2.24B
12	12 Stem STEM $35.6M	234	+15	+7%	$819M
13	13 MYR Group MYRG $4.45B	218	+12	+6%	$1.23B
14	14 Ameresco AMRC $1.07B	214	-7	-3%	$1.72B
15	15 Standex International SXI $3.28B	194	+8	+4%	$1.03B
16	16 Primoris Services PRIM $3.97B	178	+2	+1%	$966M
17	17 Canadian Solar CSIQ $718M	168	-15	-8%	$968M
18	18 Fluence Energy FLNC $921M	150	+23	+18%	$1.62B
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.6B	150	+5	+3%	$326M
20	20 JinkoSolar JKS $438M	143	-3	-2%	$756M
21	21 DELISTED ESS Tech GWH	107	+13	+14%	$156M
22	22 Microvast MVST $219M	107	-3	-3%	$109M
23	23 Powell Industries POWL $6.22B	106	+22	+26%	$240M
24	24 Preformed Line Products PLPC $1.81B	95	+3	+3%	$127M
25	25 Energy Vault NRGV $556M	93	+7	+8%	$135M