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 | −9.3% | −19.3% | −29.4% | +46.8% | 93 | 89 | 98 | 26 |
| 2 | JCIJohnson ControlsIndustrials | +0.7% | −1.0% | −1.0% | +32.6% | 79 | 1 | 9 | 62 |
| 3 | PWRQuanta ServicesIndustrials | −1.1% | −13.5% | −15.1% | +32.6% | 77 | 36 | 66 | 48 |
| 4 | VRTVertivIndustrials | −0.6% | −5.9% | −20.8% | +13.2% | 56 | 77 | 93 | 29 |
| 5 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF | −0.3% | −4.2% | −8.7% | +6.8% | 47 | 36 | — | 40 |
| 6 | HUBBHubbell IncorporatedIndustrials | +0.5% | −2.8% | −3.8% | +6.0% | 42 | 13 | 57 | 38 |
| 7 | GNRCGeneracIndustrials | −0.6% | −3.0% | −5.6% | +2.1% | 33 | 66 | 4 | 89 |
| 8 | ETNEaton CorporationIndustrials | −0.8% | −6.4% | −16.8% | +1.5% | 35 | 67 | 55 | 63 |
| 9 | EMEEmcorIndustrials | −1.9% | −10.3% | −13.9% | −2.3% | 30 | 17 | 53 | 19 |
| 10 | HWMHowmet AerospaceIndustrials | −3.8% | −15.9% | −19.0% | −2.8% | 34 | 4 | 87 | 16 |
| 11 | GEGE AerospaceIndustrials | −2.7% | −9.0% | −10.7% | −4.1% | 30 | 20 | 80 | 22 |
| 12 | BABoeingIndustrials | +0.4% | −1.0% | −4.3% | −13.0% | 17 | 46 | 98 | 14 |
| 13 | TDGTransDigm GroupIndustrials | −3.2% | −3.0% | −0.0% | −15.9% | 17 | 61 | 57 | 31 |
| 14 | FSLRFirst SolarInformation Technology | +0.4% | −0.4% | −0.1% | −23.0% | 10 | 84 | 91 | 68 |
| 15 | VSTVistra Corp.Utilities | −0.5% | −7.8% | +1.6% | −24.6% | 10 | 56 | 1 | 79 |
| 16 | NRGNRG EnergyUtilities | −2.2% | −11.0% | −5.7% | −42.5% | 4 | 69 | 7 | 13 |