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 | −5.3% | +0.1% | −10.3% | +214.9% | 98 | 85 | 98 | 31 |
| 2 | VRTVertivIndustrials | −4.5% | −5.1% | −8.6% | +121.4% | 97 | 97 | 93 | 23 |
| 3 | PWRQuanta ServicesIndustrials | −4.3% | −3.2% | −12.5% | +57.3% | 90 | 56 | 67 | 8 |
| 4 | HWMHowmet AerospaceIndustrials | +0.8% | +6.6% | +2.1% | +53.2% | 85 | 54 | 87 | 14 |
| 5 | GEGE AerospaceIndustrials | +1.4% | +0.1% | −0.9% | +35.9% | 74 | 18 | 80 | 99 |
| 6 | EMEEmcorIndustrials | −3.1% | −4.9% | −11.6% | +35.5% | 78 | 68 | 54 | 17 |
| 7 | GNRCGeneracIndustrials | −4.0% | −11.0% | −24.7% | +34.9% | 85 | 87 | 4 | 67 |
| 8 | JCIJohnson ControlsIndustrials | +0.1% | −0.4% | −0.2% | +31.6% | 74 | 45 | 9 | 56 |
| 9 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF | −1.3% | −2.2% | −7.1% | +24.1% | 70 | 30 | — | 88 |
| 10 | FSLRFirst SolarInformation Technology | −1.5% | −8.2% | −20.4% | +16.9% | 70 | 76 | 91 | 83 |
| 11 | HUBBHubbell IncorporatedIndustrials | −0.5% | +1.9% | −4.5% | +11.2% | 56 | 9 | 58 | 44 |
| 12 | ETNEaton CorporationIndustrials | −2.7% | +0.3% | −1.4% | +6.1% | 46 | 16 | 54 | 25 |
| 13 | NRGNRG EnergyUtilities | −1.4% | +1.1% | +6.7% | −4.3% | 18 | 93 | 6 | 31 |
| 14 | BABoeingIndustrials | +0.1% | −2.8% | −7.1% | −9.3% | 21 | 34 | 98 | 12 |
| 15 | VSTVistra Corp.Utilities | −3.3% | +3.3% | +2.9% | −10.2% | 16 | 91 | 1 | 24 |
| 16 | TDGTransDigm GroupIndustrials | +1.9% | +0.1% | −6.1% | −22.5% | 11 | 32 | 57 | 40 |