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Grid Bottleneck Index
By Alex CostaMade 25 May 202612 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Build an index of the companies that get paid when electricity demand grows faster than the grid can carry it. Transformers, switchgear, cable, substation build and the contractors who physically connect new load. Not the generators themselves.
- How much of each
- Bigger companies get a bigger share
- Most in one company
- 14%
- Refreshed
- Every 3 months · next 25 Aug 2026
What’s inside
12 companies. The biggest is Eaton at 14.0%. No company can be more than 14%.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
