ETN+25.25%8.0%
GEV+53.18%8.0%
PWR+76.26%7.2%
SU.PA+37.97%7.2%
ITRI-15.71%6.4%
SIE.XETRA+28.85%6.4%
ANA.MC+21.25%5.6%
HUBB+21.61%5.6%
NXT+82.74%4.8%
PRIM-24.50%4.8%
PRY.MI+70.47%4.8%
NVT+79.57%4.8%
ABBN.SW+56.18%4.0%
ATKR+64.94%4.0%
FPS+32.72%4.0%
HPS-A.TO+113.61%4.0%
MTZ+45.68%4.0%
VRT+98.88%3.2%
LEU-19.26%2.8%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '25: Grid Modernization & Infra Constituents
Eaton Corporation plcETN | 8.0% | 0.56% | 10.69% | 8.19% | 7.73% | 40.43% | 18.98% | 57.58% | 25.25% | $173.68B |
GE Vernova Inc.GEV | 8.0% | -0.06% | 0.32% | -11.64% | 2.79% | 55.75% | 16.52% | 207.73% | 53.18% | $271.12B |
Quanta Services, Inc.PWR | 7.2% | -1.44% | 9.13% | 1.33% | 2.34% | 61.87% | 21.30% | 158.23% | 76.26% | $102.68B |
Schneider Electric S.E.SU.PA | 7.2% | 0.38% | 13.21% | 8.55% | 3.56% | 25.25% | 5.83% | 47.46% | 37.97% | $195.63B |
Itron, Inc.ITRI | 6.4% | -0.68% | 25.35% | 21.71% | 5.93% | 13.69% | 12.37% | -1.67% | -15.71% | $4.62B |
Siemens AGSIE.XETRA | 6.4% | -0.52% | 6.10% | 2.14% | 1.00% | 17.11% | 12.67% | 40.53% | 28.85% | $251.82B |
Acciona, S.A.ANA.MC | 5.6% | -2.61% | -14.73% | -19.68% | -12.55% | 10.11% | -17.45% | 86.71% | 21.25% | $13.09B |
Hubbell IncorporatedHUBB | 5.6% | 2.26% | 5.66% | 3.63% | 8.68% | 15.64% | 0.38% | 51.29% | 21.61% | $27.13B |
Nextpower Inc.NXT | 4.8% | 1.39% | -0.22% | -13.23% | 11.06% | 14.58% | -5.03% | 140.43% | 82.74% | $15.14B |
Primoris Services CorporationPRIM | 4.8% | -8.28% | -3.59% | -7.54% | -1.20% | -32.82% | -44.67% | 40.36% | -24.50% | $4.52B |
Prysmian S.p.A.PRY.MI | 4.8% | -1.21% | -2.80% | -14.27% | 1.41% | 38.44% | 16.13% | 159.33% | 70.47% | $41.22B |
nVent Electric plcNVT | 4.8% | -0.12% | 6.75% | 3.28% | 5.34% | 58.91% | 36.90% | 196.85% | 79.57% | $26.21B |
ABB LtdABBN.SW | 4.0% | 0.83% | 3.75% | -6.06% | 3.20% | 36.05% | 8.79% | 95.90% | 56.18% | $185.14B |
Atkore Inc.ATKR | 4.0% | 0.16% | 22.25% | 32.97% | 28.40% | 48.11% | 44.77% | 53.98% | 64.94% | $3.16B |
Forgent Power Solutions, Inc.FPS | 4.0% | -2.31% | 7.24% | -18.97% | 15.69% | 32.72% | 11.92% | 32.72% | 32.72% | $10.01B |
Hammond Power Solutions Inc.HPS-A.TO | 4.0% | 2.14% | 0.62% | -16.60% | 9.67% | 69.04% | 36.50% | 243.96% | 113.61% | $2.33B |
MasTec, Inc.MTZ | 4.0% | -1.83% | -21.04% | -29.92% | 1.39% | 22.72% | -10.49% | 117.29% | 45.68% | $21.08B |
Vertiv Holdings CoVRT | 3.2% | 2.97% | -4.28% | -12.73% | 15.06% | 71.56% | 9.04% | 260.45% | 98.88% | $107.00B |
Centrus Energy Corp.LEU | 2.8% | -0.85% | 14.49% | 7.69% | 6.05% | -22.71% | -7.38% | 197.78% | -19.26% | $3.56B |
| Theme return | — | -0.50% | 4.80% | -0.16% | 5.70% | 36.98% | 13.26% | 117.74% | 52.08% | — |
| Average | 5.3% | -0.49% | 4.15% | -3.22% | 6.08% | 30.34% | 8.79% | 115.10% | 44.72% | $76.80B |
| Median | 4.8% | -0.12% | 5.66% | -6.06% | 5.34% | 32.72% | 11.92% | 95.90% | 45.68% | $26.21B |
| Std Dev | 1.5% | 2.36% | 10.94% | 15.01% | 8.04% | 27.52% | 20.15% | 77.03% | 37.73% | $89.94B |
| Min | 2.8% | -8.28% | -21.04% | -29.92% | -12.55% | -32.82% | -44.67% | -1.67% | -24.50% | $2.33B |
| Max | 8.0% | 2.97% | 25.35% | 32.97% | 28.40% | 71.56% | 44.77% | 260.45% | 113.61% | $271.12B |
| % Positive Tickers | 42.11% | 68.42% | 47.37% | 89.47% | 89.47% | 73.68% | 94.74% | 84.21% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
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.