
ETN+15.96%8.0%

GEV+62.64%8.0%

PWR+60.72%7.2%

SU.PA+16.97%7.2%

ITRI-30.00%6.4%

SIE.XETRA+10.69%6.4%

ANA.MC+18.92%5.6%

HUBB+10.43%5.6%

NXT+6.57%4.8%

PRIM-43.86%4.8%

PRY.MI+42.64%4.8%

NVT+65.95%4.8%

ABBN.SW+34.78%4.0%

ATKR+47.09%4.0%

FPS+39.71%4.0%

HPS-A.TO+132.75%4.0%

MTZ+0.25%4.0%

VRT+56.32%3.2%

LEU-59.90%2.8%
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% | — |
| Average | 5.3% | 2.29% | 0.02% | 5.20% | 2.05% | 24.94% | 4.02% | 104.19% | 25.72% | 85.47% | 373.10% | $73.96B |
| Median | 4.8% | 2.11% | -0.10% | 3.89% | 1.54% | 31.94% | 5.50% | 87.85% | 18.92% | 75.39% | 206.29% | $25.12B |
| Std Dev | 1.5% | 2.11% | 4.25% | 12.26% | 2.31% | 32.66% | 25.10% | 76.47% | 42.67% | 67.47% | 539.67% | $86.78B |
| Min | 2.8% | -0.27% | -11.30% | -18.36% | -0.46% | -42.33% | -48.18% | -19.42% | -59.90% | -16.49% | 8.78% | $2.48B |
| Max | 8.0% | 8.09% | 6.73% | 37.71% | 8.53% | 80.00% | 45.89% | 266.25% | 132.75% | 288.50% | 2449.70% | $263.32B |
| % Positive Tickers | 89.47% | 47.37% | 73.68% | 78.95% | 73.68% | 57.89% | 94.74% | 84.21% | 94.74% | 100.00% |