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.

Cluster Scores — equal-weight average of 15 stock member percentiles
Market Beat
Perform
64
1 Year
391 Month
261 Week
161 Day
Rank Durability
Persist
47
1 Year
486 Month
273 Month
67Trend Hold
Business Beat
Profit
57
Composite
68Revenue
46Margin
50Cash Flow
Money Flow
Pressure
42
60 Day
4630 Day
235 Day
482 Day

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.

#Stock1D1W1M1YPerformPersistProfitPressure
1FIXComfort Systems USAIndustrials−1.4%−11.4%−4.8%+224.3%98699848
2VRTVertivIndustrials−1.6%−4.8%+6.1%+152.5%97899318
3PWRQuanta ServicesIndustrials−1.4%−4.3%−8.0%+76.4%93236710
4GNRCGeneracIndustrials−0.8%−20.1%−10.6%+57.7%8849471
5HWMHowmet AerospaceIndustrials−1.1%+0.7%+7.5%+50.3%873876
6GEGE AerospaceIndustrials+0.1%−3.9%+9.5%+44.5%85558094
7EMEEmcorIndustrials−0.2%−5.8%−4.4%+41.8%81375446
8JCIJohnson ControlsIndustrials+1.6%−2.3%−0.6%+34.8%7636955
9GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF+0.4%−0.2%−6.2%+32.8%756382
10FSLRFirst SolarInformation Technology−0.3%−3.4%−18.3%+28.7%66929172
11HUBBHubbell IncorporatedIndustrials+1.1%−6.2%+3.0%+18.9%5475841
12ETNEaton CorporationIndustrials+0.4%−4.4%+2.9%+13.6%45165426
13BABoeingIndustrials−0.4%+2.7%+3.2%+1.7%42549835
14NRGNRG EnergyUtilities−0.0%−3.9%+8.7%−11.5%1773633
15TDGTransDigm GroupIndustrials−0.3%−3.1%+4.2%−15.3%17215757
16VSTVistra Corp.Utilities+0.6%+0.1%+6.8%−18.0%1474114

← All clusters

Every ticker here links to its live page — peer-relative metrics, a percentile fingerprint, and screeners across the whole S&P 500.

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