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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	3,152	+219	+7%	$352B
2	2 Eaton ETN $155B	1,817	+163	+10%	$80.3B
3	3 Quanta Services PWR $95.7B	1,019	+57	+6%	$28.6B
4	4 Hubbell HUBB $24.6B	728	+51	+8%	$15.7B
5	5 nVent Electric NVT $23.4B	556	+5	+0.9%	$9B
6	6 WESCO International WCC $16.8B	438	+32	+8%	$8.34B
7	7 Valmont Industries VMI $8.71B	380	-1	-0.3%	$4.46B
8	8 MasTec MTZ $15.3B	368	-13	-3%	$4.66B
9	9 EnerSys ENS $6.15B	356	+25	+8%	$3.88B
10	10 Arcosa ACA $7.22B	296	+7	+2%	$3.81B
11	11 MYR Group MYRG $4.36B	260	-1	-0.4%	$2.2B
12	12 Primoris Services PRIM $3.92B	227	+32	+16%	$1.63B
13	13 Stem STEM $34.4M	222	-2	-0.9%	$381M
14	14 Standex International SXI $3.3B	222	0	0%	$1.83B
15	15 Fluence Energy FLNC $895M	215	+26	+14%	$2.51B
16	16 Ameresco AMRC $1.04B	183	-10	-5%	$1.02B
17	17 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.5B	183	+3	+2%	$417M
18	18 Powell Industries POWL $6.11B	182	+17	+10%	$736M
19	19 Canadian Solar CSIQ $698M	174	-3	-2%	$888M
20	20 JinkoSolar JKS $424M	143	+13	+10%	$680M
21	21 Eos Energy Enterprises EOSE $728M	135	-1	-0.7%	$103M
22	22 Preformed Line Products PLPC $1.75B	117	-1	-0.8%	$270M
23	23 Custom Truck One Source CTOS $2.06B	115	+6	+6%	$1.34B
24	24 Microvast MVST $212M	109	-2	-2%	$91.6M
25	25 DELISTED ESS Tech GWH	108	+8	+8%	$69.4M