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Euro Spend '25: Electrification & Grid Modernization
14 tickers · $927.31B total market cap
Group: Euro Spend
Europe is pursuing grid and electrification resilience as a strategic lever for reindustrialization, energy security, and global competitiveness—creating fiscal tailwinds for grid, power, and building electrification names.
Euro Spend '25: Electrification & Grid Modernization tracks 14 publicly listed stocks in this theme. Sample tickers: ABBN.SW, AMSC, ATKR, ENR.XETRA, LR.PA, NEX.PA, NIBE-B.ST, NKT.CO, NXT, PRYMY, RXL.PA, SIE.XETRA, and 2 more. Use the table below for the full list.
Thesis update: 2025-04-08
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Siemens AGSIE.XETRA | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 0.03% | 2.84% | 4.21% | -6.29% | $231.60B | 12.0000 |
ABB LtdABBN.SW | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 8.24% | 4.53% | 10.23% | 2.26% | $187.59B | 8.0000 |
Schneider Electric S.E.SU.PA | 02/26/2026 (AMC) | — | 1.32% | — | -8.70% | — | $171.01B | 11.0000 |
Siemens Energy AGENR.XETRA | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -0.73% | -1.31% | 3.37% | -5.83% | $169.39B | 10.0000 |
Prysmian S.p.A.PRYMY | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.36% | 1.43% | 38.37% | -1.51% | $49.53B | 16.0000 |
Legrand S.A.LR.PA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 3.15% | -1.66% | 5.86% | -7.99% | $45.38B | 7.0000 |
Nextpower Inc.NXT | 05/12/2026 (AMC) | 05/12/2026 (AMC) | 14.32% | 8.01% | 3.54% | -6.78% | $19.97B | 3.0000 |
Rexel S.A.RXL.PA | 02/11/2026 (BMO) | — | 0.17% | — | -8.11% | — | $12.43B | 4.0000 |
SPIE S.a.SPIE.PA | 03/06/2026 (AMC) | — | -0.49% | — | -4.05% | — | $9.38B | 6.0000 |
NIBE Industrier AB (publ)NIBE-B.ST | 02/12/2026 (BMO) | 05/19/2026 (AMC) | 7.72% | — | -4.50% | — | $9.27B | 2.0000 |
NKT A/SNKT.CO | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 4.77% | 6.65% | 20.70% | -2.21% | $8.72B | 8.0000 |
Nexans S.A.NEX.PA | 02/19/2026 (AMC) | — | -0.27% | — | 20.99% | — | $8.14B | 13.0000 |
Atkore Inc.ATKR | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -1.44% | 3.48% | 6.69% | -5.89% | $2.51B | 0.0% |
American Superconductor CorporationAMSC | 02/04/2026 (AMC) | 05/20/2026 (AMC) | 2.03% | — | 81.46% | — | $2.39B | 0.0% |
| Average | 2.94% | 2.99% | 12.15% | -4.28% | $66.24B | 7.1429 | ||
| Median | 1.67% | 3.16% | 5.03% | -5.86% | $16.20B | 7.5000 | ||
| Std Dev | 4.30% | 3.24% | 22.86% | 3.24% | $80.51B | 4.7638 | ||
| Min | -1.44% | -1.66% | -8.70% | -7.99% | $2.39B | 0.0% | ||
| Max | 14.32% | 8.01% | 81.46% | 2.26% | $231.60B | 16.0000 | ||
| % Positive Tickers | 71.43% | 75.00% | 71.43% | 12.50% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.