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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	2,718	+233	+9%	$282B
2	2 Eaton ETN $159B	1,524	+38	+3%	$56.6B
3	3 Quanta Services PWR $99.3B	891	+21	+2%	$21.6B
4	4 Hubbell HUBB $25B	581	-10	-2%	$11.6B
5	5 nVent Electric NVT $24.7B	481	+24	+5%	$6.27B
6	ABB 6 DELISTED ABB Ltd ABB	469	+18	+4%	$3.4B
7	7 WESCO International WCC $17.1B	429	+55	+15%	$7.39B
8	8 MasTec MTZ $15.6B	393	+7	+2%	$5.49B
9	9 Valmont Industries VMI $8.98B	364	+11	+3%	$5.85B
10	10 EnerSys ENS $6.26B	286	+18	+7%	$3.39B
11	11 Arcosa ACA $7.22B	258	-6	-2%	$2.74B
12	12 MYR Group MYRG $4.53B	234	+16	+7%	$1.86B
13	13 Stem STEM $34.6M	227	-7	-3%	$668M
14	14 Ameresco AMRC $1.07B	207	-7	-3%	$1.55B
15	15 Standex International SXI $3.36B	192	-2	-1%	$1.31B
16	16 Canadian Solar CSIQ $701M	191	+23	+14%	$1.28B
17	17 Primoris Services PRIM $4.2B	170	-8	-4%	$1.18B
18	18 Fluence Energy FLNC $889M	165	+15	+10%	$1.92B
19	19 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	157	+7	+5%	$375M
20	20 JinkoSolar JKS $430M	147	+4	+3%	$1.02B
21	21 Powell Industries POWL $6.18B	117	+11	+10%	$333M
22	22 Microvast MVST $203M	106	-1	-0.9%	$80.2M
23	23 Energy Vault NRGV $527M	106	+13	+14%	$99.8M
24	24 DELISTED ESS Tech GWH	102	-5	-5%	$88.9M
25	25 Custom Truck One Source CTOS $2.11B	101	+15	+17%	$1.54B