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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	3,916	+727	+23%	$616B
2	2 Eaton ETN $159B	2,284	+158	+7%	$108B
3	3 GE Vernova GEV $251B	1,906	+283	+17%	$71.1B
4	4 Quanta Services PWR $99.3B	1,298	+112	+9%	$43.2B
5	5 Hubbell HUBB $25B	849	+51	+6%	$20.9B
6	6 nVent Electric NVT $24.7B	642	+7	+1%	$10.4B
7	7 MasTec MTZ $15.6B	532	+63	+13%	$7.83B
8	8 WESCO International WCC $17.1B	528	+23	+5%	$8.37B
9	9 Valmont Industries VMI $8.98B	486	+47	+11%	$5.49B
10	10 EnerSys ENS $6.26B	364	-1	-0.3%	$3.46B
11	11 Primoris Services PRIM $4.2B	359	+56	+18%	$3.88B
12	12 Powell Industries POWL $6.18B	353	+28	+9%	$2.4B
13	13 Arcosa ACA $7.22B	329	+5	+2%	$4.37B
14	14 Everus Construction Group ECG $5.8B	329	+329	–	$2.45B
15	15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	294	+30	+11%	$1.21B
16	16 MYR Group MYRG $4.53B	267	-4	-1%	$2.3B
17	17 Fluence Energy FLNC $889M	247	+13	+6%	$1.83B
18	18 Standex International SXI $3.36B	244	+10	+4%	$2.09B
19	19 American Superconductor AMSC $1.24B	192	+20	+12%	$678M
20	20 Ameresco AMRC $1.07B	181	-5	-3%	$749M
21	21 Eos Energy Enterprises EOSE $710M	155	+29	+23%	$391M
22	22 Stem STEM $34.6M	141	-8	-5%	$30.9M
23	23 Canadian Solar CSIQ $701M	136	+1	+0.7%	$354M
24	24 Custom Truck One Source CTOS $2.11B	125	+3	+2%	$1.07B
25	25 Energy Vault NRGV $527M	125	+18	+17%	$132M