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 | −4.5% | −4.4% | −3.1% | +96.2% | 97 | 74 | 98 | 67 |
| 2 | PWRQuanta ServicesIndustrials | −1.6% | +1.7% | +6.8% | +61.6% | 92 | 26 | 66 | 90 |
| 3 | JCIJohnson ControlsIndustrials | −1.3% | −0.9% | +6.4% | +44.2% | 90 | 30 | 9 | 86 |
| 4 | VRTVertivIndustrials | −1.4% | −5.6% | −6.9% | +41.7% | 90 | 81 | 93 | 61 |
| 5 | GNRCGeneracIndustrials | −2.9% | +1.5% | +16.8% | +27.0% | 82 | 79 | 4 | 61 |
| 6 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF | −1.2% | −1.9% | −1.2% | +17.1% | 70 | 15 | — | 63 |
| 7 | HWMHowmet AerospaceIndustrials | −2.0% | −3.8% | −3.8% | +16.9% | 69 | 41 | 87 | 39 |
| 8 | EMEEmcorIndustrials | −1.3% | −0.0% | −0.2% | +14.4% | 65 | 38 | 53 | 54 |
| 9 | HUBBHubbell IncorporatedIndustrials | −0.0% | −1.4% | +3.0% | +13.2% | 63 | 22 | 57 | 45 |
| 10 | ETNEaton CorporationIndustrials | −0.7% | −1.4% | +0.3% | +13.1% | 66 | 0 | 55 | 87 |
| 11 | GEGE AerospaceIndustrials | +0.1% | +0.8% | −4.6% | +3.1% | 44 | 11 | 80 | 69 |
| 12 | TDGTransDigm GroupIndustrials | +1.1% | +2.5% | −1.8% | −12.2% | 21 | 27 | 57 | 26 |
| 13 | BABoeingIndustrials | −0.5% | −1.7% | −10.0% | −12.3% | 19 | 38 | 98 | 27 |
| 14 | FSLRFirst SolarInformation Technology | +1.1% | +2.0% | −14.0% | −23.3% | 13 | 74 | 91 | 76 |
| 15 | VSTVistra Corp.Utilities | −2.1% | +9.1% | +6.6% | −24.7% | 14 | 85 | 1 | 89 |
| 16 | NRGNRG EnergyUtilities | −1.5% | +9.9% | −6.2% | −36.8% | 6 | 54 | 7 | 24 |