How are electrification stocks doing?
Power equipment, grid and engineering companies building data centers and the power to run them. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
Leading
Electrification stocks are up 19% over the past year as an equal-weighted group, against +16% for the S&P 500. 11 of 26 beat the index. ATI (ATI) leads at +129% and NRG Energy (NRG) trails at −36%. Over the past month the group is +1%, against +3% for the S&P.
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
All 26 electrification stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| ATI ATI | 80Strong | −3.6% | +4% | +67% | +129% | Bellwether |
| FIX Comfort Systems USA | 94Strong | +7.9% | −1% | +84% | +103% | Bellwether |
| NVT nVent Electric | 62Middling | +7.9% | +6% | +64% | +70% | Faith Trade |
| PWR Quanta Services | 62Middling | +14.1% | +9% | +67% | +59% | Hot Hand |
| CRS Carpenter Technology | 65Middling | −13.9% | −32% | +23% | +48% | Churning Winner |
| VRT Vertiv | 91Strong | −2.2% | −21% | +50% | +45% | Bellwether |
| JCI Johnson Controls | 13Weak | +10.2% | +9% | +31% | +45% | Speculative Pop |
| WWD Woodward | 36Middling | +0.8% | −15% | +11% | +33% | Churning Winner |
| GNRC Generac | 26Weak | +23.8% | −1% | +65% | +31% | Faith Trade |
| HXL Hexcel | 51Middling | −5.4% | −14% | +15% | +30% | Exhausted Rally |
| HWM Howmet Aerospace | 35Middling | −1.2% | −17% | +10% | +18% | Churning Winner |
| ETN Eaton | 50Middling | +5.0% | +7% | +35% | +14% | Hot Hand |
| EME Emcor | 43Middling | +5.5% | +3% | +29% | +14% | Churning Winner |
| APG APi | 61Middling | +7.9% | −3% | +5% | +14% | Bellwether |
| HUBB Hubbell | 57Middling | +4.8% | −1% | +7% | +13% | Hot Hand |
| GE GE Aerospace | 41Middling | −4.9% | −13% | 0% | +2% | Turning Up |
| MTZ MasTec | 49Middling | −8.4% | −41% | −2% | −3% | Show-Me Grower |
| HEI HEICO (Common) | 51Middling | −4.5% | −13% | −8% | −7% | Wallflower |
| CW Curtiss-Wright | 25Weak | −8.4% | −31% | −7% | −8% | Show-Me Grower |
| TDG TransDigm | 43Middling | −1.7% | −10% | −17% | −14% | Wallflower |
| BA Boeing | 44Middling | −7.0% | −12% | −12% | −16% | Show-Me Grower |
| DRS Leonardo DRS | 31Weak | −0.2% | −16% | +6% | −20% | Falling Knife |
| VST Vistra | 8Weak | +9.8% | +2% | 0% | −22% | Falling Knife |
| FSLR First Solar | 48Middling | −14.2% | −20% | −32% | −23% | Coiled Spring |
| BWXT BWX Technologies | 32Weak | −5.7% | −19% | −17% | −27% | Wallflower |
| NRG NRG Energy | 13Weak | −3.3% | −23% | −32% | −36% | Sleepy Staple |
How to read this page
How it’s measured. A group of large US stocks whose prices have moved together over the past five years once the market’s own moves are taken out: the same groups as Stox’s co-movement clusters. The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores and co-movement groups from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
Groups are built from how stocks trade rather than from industry labels, so a company can sit with stocks from another sector that move like it.
This page is information, not investment advice. About our data and methods ›