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 | VRTVertivIndustrials | +4.4% | +9.1% | +1.9% | +123.2% | 97 | 98 | 93 | 48 |
| 2 | FIXComfort Systems USAIndustrials | +1.9% | +6.0% | −6.0% | +122.4% | 97 | 82 | 98 | 41 |
| 3 | PWRQuanta ServicesIndustrials | +0.7% | +3.6% | −6.5% | +66.0% | 92 | 43 | 66 | 17 |
| 4 | HWMHowmet AerospaceIndustrials | −0.5% | −2.1% | −10.5% | +44.4% | 86 | 20 | 87 | 14 |
| 5 | JCIJohnson ControlsIndustrials | +1.9% | +3.8% | −6.2% | +35.3% | 80 | 71 | 9 | 50 |
| 6 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundETF | +0.8% | −0.1% | −3.6% | +25.5% | 72 | 34 | — | 61 |
| 7 | GEGE AerospaceIndustrials | +1.1% | −1.6% | −10.0% | +19.4% | 65 | 4 | 80 | 98 |
| 8 | ETNEaton CorporationIndustrials | +3.5% | +2.0% | −8.3% | +18.0% | 62 | 55 | 55 | 84 |
| 9 | EMEEmcorIndustrials | +1.7% | +1.9% | −6.7% | +17.7% | 62 | 76 | 53 | 19 |
| 10 | HUBBHubbell IncorporatedIndustrials | +0.1% | +0.2% | −9.3% | +5.4% | 43 | 0 | 57 | 48 |
| 11 | GNRCGeneracIndustrials | +2.4% | +1.9% | −11.3% | +5.1% | 43 | 92 | 4 | 4 |
| 12 | FSLRFirst SolarInformation Technology | −1.4% | −0.0% | −16.3% | +1.3% | 35 | 74 | 91 | 48 |
| 13 | BABoeingIndustrials | +0.8% | +1.2% | −8.6% | −8.0% | 21 | 38 | 98 | 11 |
| 14 | TDGTransDigm GroupIndustrials | +0.4% | −2.0% | −7.9% | −9.3% | 19 | 15 | 57 | 15 |
| 15 | NRGNRG EnergyUtilities | +6.4% | +7.1% | −0.0% | −19.6% | 12 | 89 | 7 | 37 |
| 16 | VSTVistra Corp.Utilities | +3.5% | +8.9% | +5.6% | −21.3% | 11 | 90 | 1 | 65 |