Theme

Fiscal Spend '25: Grid Modernization & Infra☆

19 tickers$1.41T market cap
10D rank10D#290of 1,239 themes/1,239#5of 34 in Fiscal Spend/34 Fiscal Spend
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As of Oct 2, 2026, 9:55 PM ET

Fiscal Spend '25: Grid Modernization & Infra Constituents

Eaton Corporation plcETN
8.0%-0.27%-1.27%11.78%-0.09%37.16%16.22%53.92%15.96%33.76%206.29%$169.34B
GE Vernova Inc.GEV
8.0%0.13%3.76%6.95%-0.15%50.86%12.87%198.06%62.64%288.50%653.86%$263.32B
Quanta Services, Inc.PWR
7.2%2.11%5.25%10.74%2.08%60.30%20.13%155.74%60.72%126.80%483.33%$101.72B
Schneider Electric S.E.SU.PA
7.2%3.55%1.50%3.30%3.55%24.37%5.09%46.42%16.97%33.28%118.30%$192.29B
Itron, Inc.ITRI
6.4%0.31%-7.31%-10.00%0.31%-6.84%-7.92%-19.42%-30.00%-16.49%13.01%$3.79B
Siemens AGSIE.XETRA
6.4%1.54%-0.37%-1.42%1.54%11.31%7.10%33.57%10.69%57.71%111.54%$236.94B
Acciona, S.A.ANA.MC
5.6%0.95%-3.44%4.67%0.95%10.78%-16.94%87.85%18.92%84.56%60.16%$13.04B
Hubbell IncorporatedHUBB
5.6%1.83%1.91%3.89%0.13%5.29%-8.61%37.74%10.43%13.08%181.75%$25.12B
Nextpower Inc.NXT
4.8%6.06%2.49%2.45%6.41%-2.91%-19.53%103.73%6.57%131.85%176.76%$12.78B
Primoris Services CorporationPRIM
4.8%3.71%2.33%5.20%2.43%-37.09%-48.18%31.44%-43.86%37.10%227.62%$4.29B
Prysmian S.p.A.PRY.MI
4.8%3.96%-0.80%6.54%3.96%44.88%21.52%171.39%42.64%108.82%346.01%$42.71B
nVent Electric plcNVT
4.8%2.29%1.45%11.36%-0.46%61.82%39.41%202.28%65.95%153.41%442.64%$27.42B
ABB LtdABBN.SW
4.0%2.86%-2.68%3.42%2.86%31.94%5.50%89.97%34.78%75.39%260.57%$179.21B
Atkore Inc.ATKR
4.0%-0.16%-0.10%0.91%-0.39%49.26%45.89%55.17%47.09%16.91%8.78%$3.20B
Forgent Power Solutions, Inc.FPS
4.0%8.09%5.18%37.71%8.53%39.71%17.81%39.71%39.71%39.14%39.14%$10.49B
Hammond Power Solutions Inc.HPS-A.TO
4.0%2.85%6.73%29.53%2.85%80.00%45.35%266.25%132.75%108.01%2449.70%$2.48B
MasTec, Inc.MTZ
4.0%1.06%-2.60%-8.24%1.06%-0.66%-27.55%75.90%0.25%71.84%141.80%$17.34B
Vertiv Holdings CoVRT
3.2%2.46%-0.31%-1.57%2.66%55.96%-0.87%227.68%56.32%145.65%930.61%$97.09B
Centrus Energy Corp.LEU
2.8%0.12%-11.30%-18.36%0.64%-42.33%-30.89%122.19%-59.90%114.69%236.97%$2.64B
Theme return—2.12%0.31%5.51%2.00%30.74%8.10%107.81%29.68%100.25%337.09%—
Average5.3%2.29%0.02%5.20%2.05%24.94%4.02%104.19%25.72%85.47%373.10%$73.96B
Median4.8%2.11%-0.10%3.89%1.54%31.94%5.50%87.85%18.92%75.39%206.29%$25.12B
Std Dev1.5%2.11%4.25%12.26%2.31%32.66%25.10%76.47%42.67%67.47%539.67%$86.78B
Min2.8%-0.27%-11.30%-18.36%-0.46%-42.33%-48.18%-19.42%-59.90%-16.49%8.78%$2.48B
Max8.0%8.09%6.73%37.71%8.53%80.00%45.89%266.25%132.75%288.50%2449.70%$263.32B
% Positive Tickers89.47%47.37%73.68%78.95%73.68%57.89%94.74%84.21%94.74%100.00%
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