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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	3,734	+160	+4%	$503B
2	2 GE Vernova GEV $251B	2,395	+438	+22%	$111B
3	3 Eaton ETN $159B	2,325	+132	+6%	$117B
4	4 Quanta Services PWR $99.3B	1,394	+107	+8%	$52B
5	5 Hubbell HUBB $25B	869	+30	+4%	$20.9B
6	6 nVent Electric NVT $24.7B	633	+13	+2%	$11.8B
7	7 MasTec MTZ $15.6B	593	+69	+13%	$9.5B
8	8 WESCO International WCC $17.1B	529	-4	-0.8%	$8.97B
9	9 Valmont Industries VMI $8.98B	497	-5	-1%	$5.91B
10	10 Primoris Services PRIM $4.2B	388	+17	+5%	$4.1B
11	11 Powell Industries POWL $6.18B	374	+33	+10%	$2.32B
12	12 EnerSys ENS $6.26B	369	-9	-2%	$3.14B
13	13 Everus Construction Group ECG $5.8B	349	+30	+9%	$2.6B
14	14 Arcosa ACA $7.22B	329	+15	+5%	$3.96B
15	15 MYR Group MYRG $4.53B	323	+57	+21%	$2.77B
16	16 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	315	+18	+6%	$1.55B
17	17 Standex International SXI $3.36B	236	-5	-2%	$1.79B
18	18 American Superconductor AMSC $1.24B	232	+43	+23%	$1.2B
19	19 Eos Energy Enterprises EOSE $710M	215	+38	+21%	$678M
20	20 Fluence Energy FLNC $889M	212	-12	-5%	$819M
21	21 Ameresco AMRC $1.07B	165	-15	-8%	$496M
22	22 Custom Truck One Source CTOS $2.11B	130	-12	-8%	$1.07B
23	23 Preformed Line Products PLPC $1.84B	129	+13	+11%	$475M
24	24 Centuri Holdings CTRI $2B	121	+38	+46%	$1.02B
25	25 Canadian Solar CSIQ $701M	115	-5	-4%	$335M