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Fiscal Spend '25: Grid Modernization & Infra
14 tickers · $1.42T total market cap
Group: Fiscal Spend
Fiscal Spend '25: Grid Modernization & Infra tracks 14 publicly listed stocks in this theme. Sample tickers: ABBN.SW, ANA.MC, ETN, GEV, HUBB, ITRI, MTZ, NXT, PRIM, PRY.MI, PWR, SIE.XETRA, and 2 more. Use the table below for the full list.
Constituents
Build 20260426T092909
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
GE Vernova Inc.GEV | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 3.56% | 15.96% | 38.18% | -0.03% | $309.74B | 10.0000 |
Siemens AGSIE.XETRA | 02/12/2026 (BMO) | 05/13/2026 (AMC) | 0.03% | — | -4.39% | — | $217.35B | 8.0000 |
Schneider Electric S.E.SU.PA | 02/26/2026 (AMC) | — | 1.32% | — | -0.96% | — | $181.89B | 9.0000 |
ABB LtdABBN.SW | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 8.24% | 4.53% | 10.23% | -0.14% | $179.97B | 5.0000 |
Eaton Corporation plcETN | 02/03/2026 (BMO) | 05/01/2026 (BMO) | 1.55% | — | 16.14% | — | $164.47B | 10.0000 |
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.53% | $123.76B | 4.0000 |
Quanta Services, Inc.PWR | 02/19/2026 (BMO) | 04/30/2026 (BMO) | 6.42% | — | 13.06% | — | $93.49B | 9.0000 |
Prysmian S.p.A.PRY.MI | 02/26/2026 (AMC) | 04/30/2026 (AMC) | 2.27% | — | 23.44% | — | $42.83B | 6.0000 |
MasTec, Inc.MTZ | 02/26/2026 (AMC) | 04/30/2026 (AMC) | 2.78% | — | 26.21% | — | $29.67B | 5.0000 |
Hubbell IncorporatedHUBB | 02/03/2026 (BMO) | 04/30/2026 (BMO) | -1.70% | — | 13.53% | — | $29.40B | 7.0000 |
Nextpower Inc.NXT | 01/27/2026 (AMC) | 05/20/2026 (AMC) | 14.32% | — | 0.27% | — | $18.03B | 6.0000 |
Acciona, S.A.ANA.MC | 05/15/2025 (AMC) | 05/15/2025 (AMC) | 0.37% | 2.69% | 19.04% | 89.77% | $15.15B | 7.0000 |
Primoris Services CorporationPRIM | 02/23/2026 (AMC) | — | -7.51% | — | 12.01% | — | $9.31B | 6.0000 |
Itron, Inc.ITRI | 02/17/2026 (BMO) | 04/28/2026 (BMO) | 11.44% | — | -11.08% | — | $3.92B | 8.0000 |
| Average | 4.40% | 6.54% | 13.41% | 22.53% | $101.36B | 7.1429 | ||
| Median | 2.52% | 3.76% | 13.29% | 0.25% | $68.16B | 7.0000 | ||
| Std Dev | 6.57% | 5.48% | 13.56% | 38.82% | $92.65B | 1.8461 | ||
| Min | -7.51% | 2.69% | -11.08% | -0.14% | $3.92B | 4.0000 | ||
| Max | 18.48% | 15.96% | 38.18% | 89.77% | $309.74B | 10.0000 | ||
| % Positive Tickers | 85.71% | 100.00% | 78.57% | 50.00% |
* 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%.