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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	2,919	+201	+7%	$360B
2	2 Eaton ETN $159B	1,621	+97	+6%	$66.2B
3	3 Quanta Services PWR $99.3B	941	+50	+6%	$25.4B
4	4 Hubbell HUBB $25B	666	+85	+15%	$15.5B
5	5 nVent Electric NVT $24.7B	494	+13	+3%	$7.63B
6	6 WESCO International WCC $17.1B	444	+15	+3%	$9.19B
7	7 MasTec MTZ $15.6B	393	0	0%	$6.85B
8	8 Valmont Industries VMI $8.98B	378	+14	+4%	$5.27B
9	9 EnerSys ENS $6.26B	326	+40	+14%	$4.13B
10	10 Arcosa ACA $7.22B	288	+30	+12%	$3.29B
11	11 MYR Group MYRG $4.53B	252	+18	+8%	$2.04B
12	12 Stem STEM $34.6M	225	-2	-0.9%	$593M
13	13 Standex International SXI $3.36B	210	+18	+9%	$1.5B
14	14 Ameresco AMRC $1.07B	200	-7	-3%	$1.61B
15	15 Canadian Solar CSIQ $701M	199	+8	+4%	$1.28B
16	16 Fluence Energy FLNC $889M	191	+26	+16%	$2.54B
17	17 Primoris Services PRIM $4.2B	178	+8	+5%	$1.46B
18	18 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	174	+17	+11%	$490M
19	19 Powell Industries POWL $6.18B	144	+27	+23%	$480M
20	20 JinkoSolar JKS $430M	140	-7	-5%	$856M
21	ABB 21 DELISTED ABB Ltd ABB	134	-335	-71%	$1B
22	22 Eos Energy Enterprises EOSE $710M	119	+31	+35%	$295M
23	23 Preformed Line Products PLPC $1.84B	117	+16	+16%	$313M
24	24 Custom Truck One Source CTOS $2.11B	107	+6	+6%	$1.53B
25	25 Microvast MVST $203M	98	-8	-8%	$90.5M