themes / grid-modernization · horizon 5-15 years · 41 companies
Grid Modernization
Transmission, distribution and switchgear upgrades after decades of under-investment.
Trend vs pricing
Trend (reality)
40
company trend 47 · related-ETF flow 19 · growth 52
Market pricing
49
Expectations gap-9
Human needs
energysecurity
Related ETFs
GRIDPAVEXLU
Constraint chain
Trend → Constraint → Required solution
Trend
Load growth from datacenters, EVs and reshoringConstraint
Transformer lead times, interconnection queues, skilled labourRequired solution
Electrical equipment, engineering & construction services, utility capexAttention
42
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 42YouTube —
Rising queries
power grid emergencypower grid outagepower grid newspower grid board gamepower grid failurepower grid emergency todaypower grid blackoutpower grid mappower grid gametransformer shortage in ustransformer shortage indiatransformer shortage data center
Wikipedia · 4 articles
7d avg pageviews1102
vs 28d-5.4%
vs 1y-5.6%
z vs own history-0.37
Electrical gridElectrical substationTransformerEnergy storage
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos—
YouTube videos / day69.5
Measured over50 videos · 17.3 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · What If the Power Grid Failed During a 50°C El Niño Heatwave?
- · How the Power Grid Keeps Your Lights On
- · AI Can Detect Power Grid Failures Before They Happen #artificialintelligence #technology #ai #news
- · 25 Forgotten Survival Items That Could Save You When the Power Grid Fails
- · Power Grid Emergency Declared Over AI Compute Strain #Shorts
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| PWR | Quanta Services | 70% | 1 | 67 | 75 | -8 | 84 | 34 | 26 |
| HUBB | Hubbell | 70% | 1 | 57 | 51 | +6 | 56 | 49 | 50 |
| MYRG | Myr Group Inc. | 60% | 1 | 70 | 39 | +31 | 81 | 53 | 57 |
| POWL | Powell Industries Inc | 60% | 1 | 64 | 50 | +14 | 61 | 74 | 30 |
| ETN | Eaton | 50% | 1 | 56 | 72 | -16 | 62 | 42 | 26 |
| GEV | GE Vernova | 50% | 1 | 74 | 59 | +15 | 81 | 66 | 42 |
| NI | NiSource | 50% | 1 | 32 | 39 | -7 | 46 | 13 | 62 |
| PCG | PG&E Corporation | 50% | 1 | 35 | 31 | +4 | 44 | 8 | 58 |
| PRIM | Primoris Services Corp | 50% | 1 | 15 | 33 | -18 | 13 | 21 | 50 |
| NVT | nVent Electric | 40% | 1 | 71 | 81 | -10 | 81 | 43 | 16 |
| ATKR | Atkore Inc. | 40% | 1 | 32 | 82 | -50 | 28 | 19 | 28 |
| CMS | CMS Energy | 40% | 1 | 31 | 33 | -2 | 34 | 35 | 68 |
| CNP | CenterPoint Energy | 40% | 1 | 25 | 54 | -29 | 28 | 23 | 38 |
| DTE | DTE Energy | 40% | 1 | 22 | 31 | -9 | 18 | 28 | 72 |
| ED | Consolidated Edison | 40% | 1 | 39 | 34 | +5 | 39 | 50 | 85 |
| IESC | IES Holdings, Inc. | 40% | 1 | 73 | 53 | +20 | 82 | 52 | 48 |
| PNW | Pinnacle West Capital | 40% | 1 | 34 | 46 | -12 | 40 | 10 | 60 |
| PPL | PPL Corporation | 40% | 1 | 39 | 46 | -7 | 50 | 11 | 53 |
| AES | AES Corporation | 30% | 1 | 59 | 42 | +17 | 72 | 40 | 75 |
| D | Dominion Energy, Inc | 30% | 1 | 62 | 46 | +16 | 71 | 37 | 55 |
| EIX | Edison International | 30% | 1 | 57 | 17 | +40 | 71 | 21 | 88 |
| ES | Eversource Energy | 30% | 1 | 33 | 30 | +3 | 45 | 14 | 82 |
| EVRG | Evergy | 30% | 1 | 27 | 57 | -30 | 28 | 12 | 45 |
| EXC | Exelon | 30% | 1 | 25 | 30 | -5 | 27 | 12 | 77 |
| FE | FirstEnergy | 30% | 1 | 28 | 50 | -22 | 42 | 10 | 46 |
| LNT | Alliant Energy | 30% | 1 | 33 | 52 | -19 | 39 | 23 | 39 |
| FIX | Comfort Systems USA | 40% | 2 | 86 | 60 | +26 | 94 | 70 | 36 |
| EMR | Emerson Electric | 30% | 2 | 45 | 76 | -31 | 40 | 47 | 31 |
| AEP | American Electric Power | 30% | 2 | 42 | 47 | -5 | 47 | 23 | 56 |
| NEE | NextEra Energy | 30% | 2 | 36 | 44 | -8 | 38 | 42 | 49 |
| AEE | Ameren | 30% | 2 | 23 | 45 | -22 | 26 | 12 | 56 |
| AGX | Argan Inc | 30% | 2 | 86 | 31 | +55 | 91 | 75 | 57 |
| EME | EMCOR Group, Inc. | 30% | 2 | 56 | 46 | +10 | 59 | 53 | 63 |
| ENS | EnerSys | 30% | 2 | 47 | 29 | +18 | 44 | 60 | 82 |
| GNRC | Generac Holdings Inc. | 30% | 2 | 31 | 66 | -35 | 23 | 40 | 26 |
| AME | Ametek | 25% | 2 | 59 | 76 | -17 | 60 | 55 | 26 |
| PEG | Public Service Enterprise Group | 20% | 2 | 26 | 40 | -14 | 38 | 16 | 57 |
| WEC | WEC Energy Group | 20% | 2 | 24 | 46 | -22 | 28 | 21 | 52 |
| XEL | Xcel Energy | 20% | 2 | 21 | 56 | -35 | 31 | 8 | 35 |
| IR | Ingersoll Rand | 15% | 3 | 52 | 47 | +5 | 51 | 45 | 53 |
| JCI | Johnson Controls | 15% | 3 | 61 | 72 | -11 | 74 | 37 | 35 |