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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	2,967	+75	+3%	$294B
2	2 Eaton ETN $159B	2,078	+73	+4%	$103B
3	3 GE Vernova GEV $251B	1,460	+1,387	+1,900%	$37.7B
4	4 Quanta Services PWR $99.3B	1,144	+71	+7%	$33.8B
5	5 Hubbell HUBB $25B	789	+6	+0.8%	$17.8B
6	6 nVent Electric NVT $24.7B	660	+50	+8%	$11.5B
7	7 WESCO International WCC $17.1B	483	+26	+6%	$7.57B
8	8 MasTec MTZ $15.6B	430	+46	+12%	$6.35B
9	9 Valmont Industries VMI $8.98B	409	+19	+5%	$5B
10	10 EnerSys ENS $6.26B	363	-9	-2%	$3.91B
11	11 Arcosa ACA $7.22B	329	+8	+2%	$3.65B
12	12 Primoris Services PRIM $4.2B	295	+54	+22%	$2.51B
13	13 MYR Group MYRG $4.53B	274	+25	+10%	$2.09B
14	14 Powell Industries POWL $6.18B	268	+32	+14%	$1.66B
15	15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	238	+47	+25%	$799M
16	16 Standex International SXI $3.36B	229	-13	-5%	$1.79B
17	17 Fluence Energy FLNC $889M	224	+21	+10%	$1.89B
18	18 Ameresco AMRC $1.07B	189	+3	+2%	$954M
19	19 Stem STEM $34.6M	182	-28	-13%	$88.6M
20	20 American Superconductor AMSC $1.24B	155	+27	+21%	$636M
21	21 Canadian Solar CSIQ $701M	153	-18	-11%	$460M
22	22 Eos Energy Enterprises EOSE $710M	127	-6	-5%	$73.5M
23	23 Anterix ATEX $1.63B	115	+17	+17%	$593M
24	24 Preformed Line Products PLPC $1.84B	115	+5	+5%	$252M
25	25 Custom Truck One Source CTOS $2.11B	114	-7	-6%	$957M