← All themes

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	3,985	+251	+7%	$688B
2	2 GE Vernova GEV $244B	2,552	+157	+7%	$127B
3	3 Eaton ETN $155B	2,389	+64	+3%	$119B
4	4 Quanta Services PWR $95.9B	1,454	+60	+4%	$56.3B
5	5 Hubbell HUBB $24.5B	899	+30	+3%	$21.6B
6	6 nVent Electric NVT $23.3B	692	+59	+9%	$14.8B
7	7 MasTec MTZ $15.3B	653	+60	+10%	$12.2B
8	8 WESCO International WCC $16.8B	560	+31	+6%	$10.2B
9	9 Valmont Industries VMI $8.7B	532	+35	+7%	$6.99B
10	10 Primoris Services PRIM $3.92B	451	+63	+16%	$6.94B
11	11 Powell Industries POWL $6.11B	412	+38	+10%	$3.82B
12	12 Everus Construction Group ECG $5.55B	402	+53	+15%	$3.63B
13	13 EnerSys ENS $6.14B	375	+6	+2%	$4.02B
14	14 Arcosa ACA $7.22B	364	+35	+11%	$4.14B
15	15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.5B	364	+49	+16%	$2.32B
16	16 MYR Group MYRG $4.38B	334	+11	+3%	$3.19B
17	17 Eos Energy Enterprises EOSE $728M	276	+61	+28%	$1.74B
18	18 American Superconductor AMSC $1.28B	274	+42	+18%	$1.94B
19	19 Standex International SXI $3.27B	258	+22	+9%	$2.51B
20	20 Fluence Energy FLNC $895M	249	+37	+17%	$1.31B
21	21 Centuri Holdings CTRI $2B	193	+72	+60%	$1.92B
22	22 Ameresco AMRC $1.05B	187	+22	+13%	$1.13B
23	23 Microvast MVST $214M	159	+45	+39%	$304M
24	24 Custom Truck One Source CTOS $2.07B	147	+17	+13%	$1.38B
25	25 Preformed Line Products PLPC $1.77B	141	+12	+9%	$591M