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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	4,364	+379	+10%	$734B
2	2 GE Vernova GEV $251B	2,828	+276	+11%	$136B
3	3 Eaton ETN $159B	2,468	+79	+3%	$102B
4	4 Quanta Services PWR $99.3B	1,620	+166	+11%	$58.6B
5	5 Hubbell HUBB $25B	913	+14	+2%	$23.1B
6	6 nVent Electric NVT $24.7B	751	+59	+9%	$15.3B
7	7 MasTec MTZ $15.6B	695	+42	+6%	$12.7B
8	8 WESCO International WCC $17.1B	618	+58	+10%	$11.9B
9	9 Valmont Industries VMI $8.98B	581	+49	+9%	$7.32B
10	10 Primoris Services PRIM $4.2B	484	+33	+7%	$7.01B
11	11 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	465	+101	+28%	$3.24B
12	12 Everus Construction Group ECG $5.8B	457	+55	+14%	$3.63B
13	13 EnerSys ENS $6.26B	435	+60	+16%	$5.32B
14	14 Powell Industries POWL $6.18B	423	+11	+3%	$3.03B
15	15 Arcosa ACA $7.22B	365	+1	+0.3%	$4.82B
16	16 MYR Group MYRG $4.53B	352	+18	+5%	$3.36B
17	17 Eos Energy Enterprises EOSE $710M	322	+46	+17%	$2.01B
18	18 Standex International SXI $3.36B	271	+13	+5%	$2.64B
19	19 Fluence Energy FLNC $889M	261	+12	+5%	$2.46B
20	20 American Superconductor AMSC $1.24B	242	-32	-12%	$964M
21	21 Centuri Holdings CTRI $2B	209	+16	+8%	$2.69B
22	22 Ameresco AMRC $1.07B	189	+2	+1%	$971M
23	23 Microvast MVST $203M	173	+14	+9%	$236M
24	24 Custom Truck One Source CTOS $2.11B	157	+10	+7%	$1.25B
25	25 Preformed Line Products PLPC $1.84B	147	+6	+4%	$651M