Power Infrastructure
Grid equipment, power generation, contractors and storage.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions −0.4pp, 21 sessions −9.5pp, 63 sessions −15.0pp. Participation 28%; 39 of 46 members eligible.
- 21-session excess -9.5pp
- 63-session excess -16.6pp (robust)
Member companies
- ChargePoint Holdings, Inc. (CHPT)
- ReNew Energy Global plc (RNW)
- Bloom Energy Corporation (BE)
- Solaris Energy Infrastructure, (SEI)
- Talen Energy Corporation (TLN)
- The AES Corporation (AES)
- APi Group Corporation (APG)
- GE Vernova Inc. (GEV)
- Quanta Services, Inc. (PWR)
- nVent Electric plc (NVT)
- Brookfield Infrastructure Partn (BIP)
- Eaton Corporation, PLC (ETN)
- EnerSys (ENS)
- Vistra Corp. (VST)
- Itron, Inc. (ITRI)
- Generac Holdlings Inc. (GNRC)
- MGE Energy Inc. (MGEE)
- Algonquin Power & Utilities Cor (AQN)
- FuelCell Energy, Inc. (FCEL)
- Everus Construction Group, Inc. (ECG)
- XPLR Infrastructure, LP (XIFR)
- EMCOR Group, Inc. (EME)
- Powell Industries, Inc. (POWL)
- American Superconductor Corpora (AMSC)
- Comfort Systems USA, Inc. (FIX)
- Amprius Technologies, Inc. (AMPX)
- Enovix Corporation (ENVX)
- Pacific Gas & Electric Co. (PCG)
- IES Holdings, Inc. (IESC)
- Sterling Infrastructure, Inc. (STRL)
- NRG Energy, Inc. (NRG)
- Limbach Holdings, Inc. (LMB)
- QuantumScape Corporation (QS)
- Babcock & Wilcox Enterprises, I (BW)
- Legence Corp. (LGN)
- Hawaiian Electric Industries, I (HE)
- MasTec, Inc. (MTZ)
- Fluence Energy, Inc. (FLNC)
- Forgent Power Solutions, Inc. (FPS)
- Atkore Inc. (ATKR)
- Ballard Power Systems, Inc. (BLDP)
- Eos Energy Enterprises, Inc. (EOSE)
- Genie Energy Ltd. (GNE)
- Hubbell Inc (HUBB)
- Energy Vault Holdings, Inc. (NRGV)
- Solid Power, Inc. (SLDP)
Themes in this family
- Power / Grid: Lagging — 21-session vs SPY −11.1pp, participation 26%
- Energy Storage: Unavailable — 21-session vs SPY −18.0pp, participation 0%
- EV Charging: Exposure tag
- Electrical & Mechanical Contractors: Exposure tag
- Renewable Power Producers: Exposure tag
- Utilities & Infrastructure: Exposure tag