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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	3,574	-342	-9%	$403B
2	2 Eaton ETN $159B	2,193	-91	-4%	$88.8B
3	3 GE Vernova GEV $251B	1,957	+51	+3%	$64.2B
4	4 Quanta Services PWR $99.3B	1,287	-11	-0.8%	$34.4B
5	5 Hubbell HUBB $25B	839	-10	-1%	$16.4B
6	6 nVent Electric NVT $24.7B	620	-22	-3%	$8.26B
7	7 WESCO International WCC $17.1B	533	+5	+0.9%	$7.4B
8	8 MasTec MTZ $15.6B	524	-8	-2%	$6.57B
9	9 Valmont Industries VMI $8.98B	502	+16	+3%	$5.1B
10	10 EnerSys ENS $6.26B	378	+14	+4%	$3.41B
11	11 Primoris Services PRIM $4.2B	371	+12	+3%	$3.04B
12	12 Powell Industries POWL $6.18B	341	-12	-3%	$1.88B
13	13 Everus Construction Group ECG $5.8B	319	-10	-3%	$1.51B
14	14 Arcosa ACA $7.22B	314	-15	-5%	$3.55B
15	15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	297	+3	+1%	$1.22B
16	16 MYR Group MYRG $4.53B	266	-1	-0.4%	$1.71B
17	17 Standex International SXI $3.36B	241	-3	-1%	$1.83B
18	18 Fluence Energy FLNC $889M	224	-23	-9%	$584M
19	19 American Superconductor AMSC $1.24B	189	-3	-2%	$500M
20	20 Ameresco AMRC $1.07B	180	-1	-0.6%	$375M
21	21 Eos Energy Enterprises EOSE $710M	177	+22	+14%	$337M
22	22 Stem STEM $34.6M	155	+14	+10%	$16.2M
23	23 Custom Truck One Source CTOS $2.11B	142	+17	+14%	$900M
24	24 Anterix ATEX $1.63B	128	+13	+11%	$599M
25	25 Canadian Solar CSIQ $701M	120	-16	-12%	$270M