
ETN+14.62%8.0%

GEV+47.78%8.0%

PWR+60.69%7.2%

SU.PA+25.78%7.2%

ITRI-19.98%6.4%

SIE.XETRA+15.07%6.4%

ANA.MC+23.18%5.6%

HUBB+2.86%5.6%

NXT+21.87%4.8%

PRIM-37.22%4.8%

PRY.MI+58.13%4.8%

NVT+66.92%4.8%

ABBN.SW+36.57%4.0%

ATKR+55.21%4.0%

FPS+6.86%4.0%

HPS-A.TO+109.62%4.0%

MTZ+26.59%4.0%

VRT+92.26%3.2%

LEU-17.24%2.8%
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% | — |
| Average | 5.3% | -2.62% | 0.70% | -5.92% | 3.30% | 21.74% | 1.69% | 101.45% | 31.03% | 119.59% | 343.60% | $72.24B |
| Median | 4.8% | -2.18% | 1.00% | -4.16% | 2.63% | 22.01% | 3.14% | 89.32% | 25.78% | 81.70% | 171.98% | $24.04B |
| Std Dev | 1.5% | 1.91% | 3.62% | 5.48% | 3.64% | 27.79% | 21.31% | 75.00% | 36.57% | 111.68% | 443.17% | $84.56B |
| Min | 2.8% | -9.61% | -8.40% | -19.96% | -4.59% | -40.51% | -51.00% | -11.84% | -37.22% | -2.11% | 6.86% | $2.11B |
| Max | 8.0% | 0.36% | 6.78% | 1.59% | 9.71% | 62.27% | 45.59% | 240.93% | 109.62% | 406.25% | 1939.65% | $253.29B |
| % Positive Tickers | 5.26% | 57.89% | 15.79% | 84.21% | 84.21% | 63.16% | 94.74% | 84.21% | 94.74% | 100.00% |
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.