Power / Grid
Grid equipment, power generation equipment, utilities infrastructure and electrical contractors.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions −1.7pp, 21 sessions −11.1pp, 63 sessions −14.1pp. Participation 26%; 31 of 35 members eligible.
- 21-session excess -11.1pp
- 63-session excess -16.1pp (robust)
Economic family: Power Infrastructure
Member companies
- ReNew Energy Global plc (RNW)
- Bloom Energy Corporation (BE)
- Solaris Energy Infrastructure, (SEI)
- The AES Corporation (AES)
- GE Vernova Inc. (GEV)
- Quanta Services, Inc. (PWR)
- nVent Electric plc (NVT)
- Eaton Corporation, PLC (ETN)
- Vistra Corp. (VST)
- Itron, Inc. (ITRI)
- Generac Holdlings Inc. (GNRC)
- MGE Energy Inc. (MGEE)
- Algonquin Power & Utilities Cor (AQN)
- FuelCell Energy, Inc. (FCEL)
- Constellation Energy Corporatio (CEG)
- Everus Construction Group, Inc. (ECG)
- EMCOR Group, Inc. (EME)
- Powell Industries, Inc. (POWL)
- American Superconductor Corpora (AMSC)
- Comfort Systems USA, Inc. (FIX)
- Pacific Gas & Electric Co. (PCG)
- IES Holdings, Inc. (IESC)
- Sterling Infrastructure, Inc. (STRL)
- NRG Energy, Inc. (NRG)
- Limbach Holdings, Inc. (LMB)
- Babcock & Wilcox Enterprises, I (BW)
- Legence Corp. (LGN)
- Hawaiian Electric Industries, I (HE)
- MasTec, Inc. (MTZ)
- New Era Energy & Digital, Inc. (NUAI)
- Forgent Power Solutions, Inc. (FPS)
- Atkore Inc. (ATKR)
- Ballard Power Systems, Inc. (BLDP)
- Genie Energy Ltd. (GNE)
- Hubbell Inc (HUBB)
Related themes
- 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