Electrification
Power, grid and data-center build-out — the AI-capex spillover.
Updated June 18, 2026
Electrical equipment, engineering & construction and power infrastructure — the picks-and-shovels of the data-center and grid build-out (FIX, EME, PWR, VRT, NVT). A recent phenomenon: this group only coheres in the last few years, and it was the single best-performing basket over the trailing five.
Cumulative excess return vs SPY — trailing 52 weeks
Average weekly rank — trailing 52 weeks (0 = bottom, 100 = top)
16 names cluster here, grouped purely by how their prices have moved together over the last five years (with the market’s common move removed) — not by GICS sector. Each row shows price change over 1 day, 1 week, 1 month and 1 year, then the four SYMBOL-card scores: Perform (beat vs the S&P 500), Persist (how steadily it holds rank), Profit (business growth) and Pressure (money flow & volatility). Scores are percentiles from 0–100; greener is stronger.
| # | Stock | 1D | 1W | 1M | 1Y | Perform | Persist | Profit | Pressure |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIXComfort Systems USAIndustrials | −1.4% | −11.4% | −4.8% | +224.3% | 98 | 69 | 98 | 48 |
| 2 | VRTVertivIndustrials | −1.6% | −4.8% | +6.1% | +152.5% | 97 | 89 | 93 | 18 |
| 3 | PWRQuanta ServicesIndustrials | −1.4% | −4.3% | −8.0% | +76.4% | 93 | 23 | 67 | 10 |
| 4 | GNRCGeneracIndustrials | −0.8% | −20.1% | −10.6% | +57.7% | 88 | 49 | 4 | 71 |
| 5 | HWMHowmet AerospaceIndustrials | −1.1% | +0.7% | +7.5% | +50.3% | 87 | 3 | 87 | 6 |
| 6 | GEGE AerospaceIndustrials | +0.1% | −3.9% | +9.5% | +44.5% | 85 | 55 | 80 | 94 |
| 7 | EMEEmcorIndustrials | −0.2% | −5.8% | −4.4% | +41.8% | 81 | 37 | 54 | 46 |
| 8 | JCIJohnson ControlsIndustrials | +1.6% | −2.3% | −0.6% | +34.8% | 76 | 36 | 9 | 55 |
| 9 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF | +0.4% | −0.2% | −6.2% | +32.8% | 75 | 63 | — | 82 |
| 10 | FSLRFirst SolarInformation Technology | −0.3% | −3.4% | −18.3% | +28.7% | 66 | 92 | 91 | 72 |
| 11 | HUBBHubbell IncorporatedIndustrials | +1.1% | −6.2% | +3.0% | +18.9% | 54 | 7 | 58 | 41 |
| 12 | ETNEaton CorporationIndustrials | +0.4% | −4.4% | +2.9% | +13.6% | 45 | 16 | 54 | 26 |
| 13 | BABoeingIndustrials | −0.4% | +2.7% | +3.2% | +1.7% | 42 | 54 | 98 | 35 |
| 14 | NRGNRG EnergyUtilities | −0.0% | −3.9% | +8.7% | −11.5% | 17 | 73 | 6 | 33 |
| 15 | TDGTransDigm GroupIndustrials | −0.3% | −3.1% | +4.2% | −15.3% | 17 | 21 | 57 | 57 |
| 16 | VSTVistra Corp.Utilities | +0.6% | +0.1% | +6.8% | −18.0% | 14 | 74 | 1 | 14 |