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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	4,217	-147	-3%	$596B
2	2 GE Vernova GEV $251B	3,144	+316	+11%	$178B
3	3 Eaton ETN $159B	2,528	+60	+2%	$116B
4	4 Quanta Services PWR $99.3B	1,748	+128	+8%	$74.3B
5	5 Hubbell HUBB $25B	975	+62	+7%	$25.1B
6	6 nVent Electric NVT $24.7B	828	+77	+10%	$17.4B
7	7 MasTec MTZ $15.6B	811	+116	+17%	$18.6B
8	8 WESCO International WCC $17.1B	623	+5	+0.8%	$13.3B
9	9 Valmont Industries VMI $8.98B	607	+26	+4%	$7.16B
10	10 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.8B	545	+80	+17%	$4.16B
11	11 Primoris Services PRIM $4.2B	512	+28	+6%	$7.86B
12	12 EnerSys ENS $6.26B	501	+66	+15%	$6.17B
13	13 Everus Construction Group ECG $5.8B	491	+34	+7%	$4.99B
14	14 Powell Industries POWL $6.18B	478	+55	+13%	$5.11B
15	15 MYR Group MYRG $4.53B	394	+42	+12%	$4.33B
16	16 Arcosa ACA $7.22B	372	+7	+2%	$4.83B
17	17 Eos Energy Enterprises EOSE $710M	318	-4	-1%	$1.02B
18	18 Standex International SXI $3.36B	285	+14	+5%	$3.2B
19	19 Fluence Energy FLNC $889M	259	-2	-0.8%	$1.71B
20	20 American Superconductor AMSC $1.24B	247	+5	+2%	$1.14B
21	21 Centuri Holdings CTRI $2B	219	+10	+5%	$3.14B
22	22 Forgent Power Solutions FPS $8.98B	213	+213	–	$3.43B
23	23 Ameresco AMRC $1.07B	187	-2	-1%	$845M
24	24 Preformed Line Products PLPC $1.84B	185	+38	+26%	$883M
25	25 Custom Truck One Source CTOS $2.11B	175	+18	+11%	$1.44B