Theme

Fiscal Spend '25: Grid Modernization & Infra

19 tickers$1.39T market cap
10D rank#691of 963 themes#22of 31 in Fiscal Spend
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As of Jul 27, 2026, 7:41 AM ET

Fiscal Spend '25: Grid Modernization & Infra Constituents

Eaton Corporation plcETN
8.0%-2.26%-2.35%-1.59%27.39%7.94%42.95%3.46%$156.90B
GE Vernova Inc.GEV
8.0%-1.79%-5.00%-10.72%54.96%15.93%206.15%57.12%$270.26B
Quanta Services, Inc.PWR
7.2%-4.21%-5.24%-9.42%48.42%11.22%136.79%48.52%$93.91B
Schneider Electric S.E.SU.PA
7.2%1.00%-2.22%-3.11%10.48%-6.65%30.07%9.80%$171.77B
Itron, Inc.ITRI
6.4%4.12%4.70%3.43%-5.90%-6.99%-18.61%-35.73%$3.73B
Siemens AGSIE.XETRA
6.4%1.51%-0.61%-0.44%10.22%6.05%32.26%15.91%$236.06B
Acciona, S.A.ANA.MC
5.6%0.41%-1.88%-9.17%28.95%-3.32%118.66%39.07%$15.34B
Hubbell IncorporatedHUBB
5.6%-0.79%0.14%-1.14%9.10%-5.29%42.73%9.82%$25.69B
Nextpower Inc.NXT
4.8%-2.78%-2.94%-12.54%16.61%-3.35%144.69%57.42%$15.17B
Primoris Services CorporationPRIM
4.8%-4.55%-2.39%-6.92%-30.31%-42.60%45.59%-6.81%$4.69B
Prysmian S.p.A.PRY.MI
4.8%0.63%-8.29%-11.32%42.23%19.31%166.44%86.98%$42.16B
nVent Electric plcNVT
4.8%-4.45%-6.35%-5.30%48.59%28.01%177.57%92.94%$24.55B
ABB LtdABBN.SW
4.0%0.18%-7.27%-7.99%31.13%4.85%88.80%46.71%$177.46B
Atkore Inc.ATKR
4.0%3.34%2.60%4.22%19.35%16.66%24.08%-4.67%$2.59B
Forgent Power Solutions, Inc.FPS
4.0%-6.78%-11.80%-27.21%25.24%5.61%25.24%25.24%$8.76B
Hammond Power Solutions Inc.HPS-A.TO
4.0%-5.52%-10.05%-20.19%68.02%35.68%241.89%132.42%$2.32B
MasTec, Inc.MTZ
4.0%-2.85%-4.51%-10.75%60.39%16.98%183.99%87.24%$26.70B
Vertiv Holdings CoVRT
3.2%-4.28%-4.13%-6.55%79.64%14.18%277.42%111.70%$111.53B
Centrus Energy Corp.LEU
2.8%-3.09%3.84%-0.50%-31.83%-18.31%162.66%-31.33%$3.11B
Theme return-1.44%-3.20%40.36%29.72%7.25%106.20%39.79%
Average5.3%-1.69%-3.36%-7.22%26.98%5.05%112.07%39.25%$73.30B
Median4.8%-2.26%-2.94%-6.92%27.39%6.05%118.66%39.07%$25.69B
Std Dev1.5%2.95%4.29%7.51%29.38%17.08%82.63%46.22%$85.20B
Min2.8%-6.78%-11.80%-27.21%-31.83%-42.60%-18.61%-35.73%$2.32B
Max8.0%4.12%4.70%4.22%79.64%35.68%277.42%132.42%$270.26B
% Positive Tickers36.84%21.05%10.53%84.21%63.16%94.74%78.95%

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About this theme

Fiscal Spend '25: Grid Modernization & Infra tracks 19 publicly listed stocks in this theme. Sample tickers: ABBN.SW, ANA.MC, ATKR, ETN, FPS, GEV, HPS-A.TO, HUBB, ITRI, LEU, MTZ, NVT, and 7 more. Use the table below for the full list.

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