Theme

Fiscal Spend '25: Grid Modernization & Infra

17 tickers$1.37T market cap
10D rank#600of 869 themes#17of 29 in Fiscal Spend
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
GE Vernova Inc.GEV
-1.48%-4.97%-3.20%40.79%91.70%4/22/26 (BMO)4/22/26 (BMO)3.56%15.96%38.18%-19.95%$247.26B8.7%
Siemens AGSIE.XETRA
-1.38%-3.09%-3.87%8.48%21.66%5/13/26 (BMO)5/13/26 (BMO)0.03%2.84%4.21%-4.55%$232.72B7.0%
ABB LtdABBN.SW
-2.61%-5.70%-4.79%35.15%75.51%4/22/26 (BMO)4/22/26 (BMO)8.24%4.53%10.23%1.62%$183.12B4.3%
Schneider Electric S.E.SU.PA
-2.61%-3.45%-5.41%10.09%18.04%2/26/26 (AMC)1.32%-6.95%$170.99B7.8%
Eaton Corporation plcETN
-0.35%0.28%0.41%26.12%23.30%5/5/26 (BMO)5/5/26 (BMO)1.55%-0.25%15.42%-4.40%$155.99B8.7%
Vertiv Holdings CoVRT
-3.68%-8.30%-10.47%78.71%158.50%4/22/26 (BMO)4/22/26 (BMO)18.48%2.98%32.10%-10.02%$111.21B3.5%
Quanta Services, Inc.PWR
-0.27%-2.78%0.65%63.99%94.55%4/30/26 (BMO)4/30/26 (BMO)6.42%18.07%13.74%-6.77%$103.83B7.8%
Prysmian S.p.A.PRY.MI
-4.24%-4.82%-5.42%61.82%147.50%4/30/26 (AMC)4/30/26 (AMC)2.27%3.22%24.02%9.52%$48.04B5.2%
MasTec, Inc.MTZ
-2.39%-6.68%-2.49%62.43%117.52%4/30/26 (AMC)4/30/26 (AMC)2.78%12.65%32.22%-15.41%$27.90B4.3%
Hubbell IncorporatedHUBB
0.30%2.72%5.09%9.54%24.36%4/30/26 (BMO)4/30/26 (BMO)-1.70%-6.87%12.06%-4.32%$25.71B6.1%
Nextpower Inc.NXT
-5.08%-23.74%-17.76%36.92%102.08%5/12/26 (AMC)5/12/26 (AMC)14.32%8.01%3.54%-12.54%$17.92B5.2%
Acciona, S.A.ANA.MC
-0.66%-3.24%-1.97%27.47%68.18%5/15/25 (AMC)5/15/25 (AMC)0.37%2.94%19.04%90.05%$15.19B6.1%
Forgent Power Solutions, Inc.FPS
-3.66%4.56%1.42%97.07%97.07%5/14/26 (BMO)5/14/26 (BMO)-0.75%-1.10%46.33%26.94%$13.95B4.3%
Primoris Services CorporationPRIM
-15.40%-17.40%-14.44%-16.30%40.73%5/5/26 (AMC)5/5/26 (AMC)-7.51%-45.44%32.45%2.64%$5.64B5.2%
Itron, Inc.ITRI
0.65%-0.18%-2.90%-11.34%-32.28%4/28/26 (BMO)4/28/26 (BMO)11.44%-4.87%-12.71%-0.44%$3.65B7.0%
Atkore Inc.ATKR
0.86%-2.45%-1.38%27.72%16.83%5/5/26 (BMO)5/5/26 (BMO)-1.44%3.48%6.69%5.97%$2.73B4.3%
Hammond Power Solutions Inc.HPS-A.TO
-4.18%-8.46%-7.87%85.27%167.96%5/5/26 (AMC)5/5/26 (AMC)13.83%3.51%47.74%-3.78%$2.56B4.3%
Average-2.72%-5.16%-4.38%37.88%72.54%4.31%1.23%18.72%3.41%$80.49B5.9%
Median-2.39%-3.45%-3.20%35.15%75.51%2.27%3.10%15.42%-4.05%$27.90B5.2%
Std Dev3.64%6.66%5.56%32.03%55.25%6.66%13.69%17.06%24.75%$84.00B1.6%
Min-15.40%-23.74%-17.76%-16.30%-32.28%-7.51%-45.44%-12.71%-19.95%$2.56B3.5%
Max0.86%4.56%5.09%97.07%167.96%18.48%18.07%47.74%90.05%$247.26B8.7%
% Positive Tickers17.65%17.65%23.53%88.24%94.12%76.47%68.75%88.24%37.50%

* 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%.

About this theme

Fiscal Spend '25: Grid Modernization & Infra tracks 17 publicly listed stocks in this theme. Sample tickers: ABBN.SW, ANA.MC, ATKR, ETN, FPS, GEV, HPS-A.TO, HUBB, ITRI, MTZ, NXT, PRIM, and 5 more. Use the table below for the full list.

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