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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	3,189	+222	+7%	$381B
2	2 Eaton ETN $156B	2,126	+48	+2%	$107B
3	3 GE Vernova GEV $247B	1,623	+163	+11%	$55.3B
4	4 Quanta Services PWR $96.6B	1,186	+42	+4%	$39.9B
5	5 Hubbell HUBB $24.6B	798	+9	+1%	$21.4B
6	6 nVent Electric NVT $23.6B	635	-25	-4%	$10.6B
7	7 WESCO International WCC $16.9B	505	+22	+5%	$7.67B
8	8 MasTec MTZ $15.4B	469	+39	+9%	$7.09B
9	9 Valmont Industries VMI $8.71B	439	+30	+7%	$5.21B
10	10 EnerSys ENS $6.23B	365	+2	+0.6%	$3.83B
11	11 Powell Industries POWL $6.22B	325	+57	+21%	$2.47B
12	12 Arcosa ACA $7.22B	324	-5	-2%	$4.19B
13	13 Primoris Services PRIM $3.97B	303	+8	+3%	$2.92B
14	14 MYR Group MYRG $4.45B	271	-3	-1%	$1.52B
15	15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.6B	264	+26	+11%	$1.08B
16	16 Fluence Energy FLNC $921M	234	+10	+4%	$2.45B
17	17 Standex International SXI $3.28B	234	+5	+2%	$2.03B
18	18 Ameresco AMRC $1.07B	186	-3	-2%	$1.24B
19	19 American Superconductor AMSC $1.3B	172	+17	+11%	$643M
20	20 Stem STEM $35.6M	149	-33	-18%	$19.8M
21	21 Canadian Solar CSIQ $718M	135	-18	-12%	$554M
22	22 Anterix ATEX $1.66B	129	+14	+12%	$594M
23	23 Eos Energy Enterprises EOSE $787M	126	-1	-0.8%	$173M
24	24 Custom Truck One Source CTOS $2.09B	122	+8	+7%	$759M
25	25 Preformed Line Products PLPC $1.81B	116	+1	+0.9%	$297M