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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 $1.43T	2,933	+14	+0.5%	$347B
2	2 Eaton ETN $155B	1,654	+33	+2%	$70.6B
3	3 Quanta Services PWR $95.7B	962	+21	+2%	$24B
4	4 Hubbell HUBB $24.6B	677	+11	+2%	$14.7B
5	5 nVent Electric NVT $23.3B	551	+57	+12%	$7.98B
6	6 WESCO International WCC $16.8B	406	-38	-9%	$6.97B
7	7 MasTec MTZ $15.3B	381	-12	-3%	$4.11B
8	8 Valmont Industries VMI $8.71B	381	+3	+0.8%	$4.36B
9	9 EnerSys ENS $6.15B	331	+5	+2%	$3.64B
10	10 Arcosa ACA $7.22B	289	+1	+0.3%	$3.11B
11	11 MYR Group MYRG $4.36B	261	+9	+4%	$1.98B
12	12 Stem STEM $34.4M	224	-1	-0.4%	$460M
13	13 Standex International SXI $3.3B	222	+12	+6%	$1.56B
14	14 Primoris Services PRIM $3.92B	195	+17	+10%	$1.58B
15	15 Ameresco AMRC $1.04B	193	-7	-4%	$1.29B
16	16 Fluence Energy FLNC $895M	189	-2	-1%	$2.27B
17	17 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.5B	180	+6	+3%	$587M
18	18 Canadian Solar CSIQ $699M	177	-22	-11%	$816M
19	19 Powell Industries POWL $6.11B	165	+21	+15%	$684M
20	20 Eos Energy Enterprises EOSE $728M	136	+17	+14%	$147M
21	21 JinkoSolar JKS $424M	130	-10	-7%	$585M
22	22 Preformed Line Products PLPC $1.75B	118	+1	+0.9%	$332M
23	23 Microvast MVST $212M	111	+13	+13%	$118M
24	24 Custom Truck One Source CTOS $2.06B	109	+2	+2%	$1.39B
25	25 Energy Vault NRGV $527M	101	+3	+3%	$126M