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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	2,892	-260	-8%	$253B
2	2 Eaton ETN $159B	2,005	+188	+10%	$103B
3	3 Quanta Services PWR $99.3B	1,073	+54	+5%	$33.9B
4	4 Hubbell HUBB $25B	783	+55	+8%	$20B
5	5 nVent Electric NVT $24.7B	610	+54	+10%	$11.4B
6	6 WESCO International WCC $17.1B	457	+19	+4%	$8.07B
7	7 Valmont Industries VMI $8.98B	390	+10	+3%	$4.1B
8	8 MasTec MTZ $15.6B	384	+16	+4%	$5.51B
9	9 EnerSys ENS $6.26B	372	+16	+4%	$3.59B
10	10 Arcosa ACA $7.22B	321	+25	+8%	$3.74B
11	11 MYR Group MYRG $4.53B	249	-11	-4%	$2.71B
12	12 Standex International SXI $3.36B	242	+20	+9%	$2.04B
13	13 Primoris Services PRIM $4.2B	241	+14	+6%	$2.09B
14	14 Powell Industries POWL $6.18B	236	+54	+30%	$1.32B
15	15 Stem STEM $34.6M	210	-12	-5%	$212M
16	16 Fluence Energy FLNC $889M	203	-12	-6%	$1.96B
17	17 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	191	+8	+4%	$540M
18	18 Ameresco AMRC $1.07B	186	+3	+2%	$771M
19	19 Canadian Solar CSIQ $701M	171	-3	-2%	$626M
20	20 Eos Energy Enterprises EOSE $710M	133	-2	-1%	$85.6M
21	21 American Superconductor AMSC $1.24B	128	+29	+29%	$312M
22	22 Custom Truck One Source CTOS $2.11B	121	+6	+5%	$1.25B
23	23 JinkoSolar JKS $430M	117	-26	-18%	$400M
24	24 Preformed Line Products PLPC $1.84B	110	-7	-6%	$259M
25	25 DELISTED ESS Tech GWH	102	-6	-6%	$40.9M