Theme

Fiscal Spend '25: Grid Modernization & Infra

19 tickers$1.37T market cap
10D rank#281of 1,061 themes#14of 34 in Fiscal Spend
Color by

As of Sep 10, 2026, 5:04 AM ET

Fiscal Spend '25: Grid Modernization & Infra Constituents

Eaton Corporation plcETN
8.0%-1.64%3.09%-6.68%6.27%30.36%10.45%46.29%14.62%43.89%171.98%$161.23B
GE Vernova Inc.GEV
8.0%-2.09%4.29%-4.02%5.84%45.51%8.86%187.50%47.78%371.61%625.15%$253.29B
Quanta Services, Inc.PWR
7.2%-1.89%4.03%-5.13%2.55%48.59%11.35%137.05%60.69%150.89%451.11%$94.26B
Schneider Electric S.E.SU.PA
7.2%-3.30%-3.60%-3.47%0.79%22.01%3.09%43.64%25.78%39.46%99.31%$189.97B
Itron, Inc.ITRI
6.4%-1.99%-2.95%-7.78%-0.47%1.93%0.75%-11.84%-19.98%-2.11%19.19%$4.14B
Siemens AGSIE.XETRA
6.4%-2.97%-8.40%-3.85%-4.59%9.37%5.23%31.25%15.07%71.67%97.80%$234.45B
Acciona, S.A.ANA.MC
5.6%-2.42%-0.63%1.19%3.12%11.65%-16.30%89.32%23.18%78.52%60.45%$13.23B
Hubbell IncorporatedHUBB
5.6%-2.10%-1.02%-9.89%2.63%2.45%-11.07%34.02%2.86%21.87%149.34%$24.04B
Nextpower Inc.NXT
4.8%-3.60%-3.59%-19.96%-0.84%-5.44%-21.63%98.42%21.87%143.77%170.42%$12.49B
Primoris Services CorporationPRIM
4.8%-2.12%1.00%-8.54%2.21%-40.51%-51.00%24.28%-37.22%52.27%189.63%$4.01B
Prysmian S.p.A.PRY.MI
4.8%-1.21%4.45%1.59%8.70%45.39%21.95%172.35%58.13%125.91%309.96%$43.16B
nVent Electric plcNVT
4.8%-2.48%6.78%-2.33%7.63%55.48%33.95%190.43%66.92%158.56%407.37%$25.64B
ABB LtdABBN.SW
4.0%-3.28%-2.17%-4.16%0.83%29.54%3.58%86.51%36.57%81.70%216.62%$175.34B
Atkore Inc.ATKR
4.0%0.36%0.65%0.49%0.62%48.95%45.59%54.85%55.21%15.62%10.39%$3.18B
Forgent Power Solutions, Inc.FPS
4.0%-4.09%1.94%-17.58%5.88%6.86%-9.89%6.86%6.86%6.86%6.86%$8.06B
Hammond Power Solutions Inc.HPS-A.TO
4.0%-1.03%4.02%-5.25%9.71%53.16%23.68%211.64%109.62%115.11%1939.65%$2.11B
MasTec, Inc.MTZ
4.0%-2.23%-0.13%-10.29%1.24%10.72%-19.24%96.06%26.59%137.19%166.33%$19.33B
Vertiv Holdings CoVRT
3.2%-9.61%2.26%-2.67%2.70%62.27%3.14%240.93%92.26%253.17%951.67%$101.21B
Centrus Energy Corp.LEU
2.8%-2.18%3.25%-4.15%7.83%-25.24%-10.42%188.03%-17.24%406.25%485.26%$3.44B
Theme return-2.48%0.55%-6.48%3.40%27.75%5.62%103.07%39.86%123.69%313.70%
Average5.3%-2.62%0.70%-5.92%3.30%21.74%1.69%101.45%31.03%119.59%343.60%$72.24B
Median4.8%-2.18%1.00%-4.16%2.63%22.01%3.14%89.32%25.78%81.70%171.98%$24.04B
Std Dev1.5%1.91%3.62%5.48%3.64%27.79%21.31%75.00%36.57%111.68%443.17%$84.56B
Min2.8%-9.61%-8.40%-19.96%-4.59%-40.51%-51.00%-11.84%-37.22%-2.11%6.86%$2.11B
Max8.0%0.36%6.78%1.59%9.71%62.27%45.59%240.93%109.62%406.25%1939.65%$253.29B
% Positive Tickers5.26%57.89%15.79%84.21%84.21%63.16%94.74%84.21%94.74%100.00%

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About this theme

Fiscal Spend '25: Grid Modernization & Infra tracks 19 publicly listed stocks in this theme. Sample tickers: ETN, GEV, PWR, SU.PA, ITRI, SIE.XETRA, ANA.MC, HUBB, NXT, PRIM, PRY.MI, NVT, and 7 more. Use the table below for the full list.

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