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Grid Transmission & T&D Index

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By Edmund O'BrienMade 30 Apr 202610 companies

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How it would have done

Key numbers

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vs the S&P 500
Average per year
Biggest drop
Ups and downs

About this portfolio

The idea it was built from

An index of public companies that build and equip the electrical transmission and distribution grid — critical infrastructure for AI, EVs, and renewables.

How much of each: Bigger companies get a bigger share
Most in one company: 20%
Refreshed: Every 3 months · next 30 Jul 2026

What’s inside

10 companies across 2 industries. The biggest is Quanta Services at 20.0%. No company can be more than 20%.

10companies

More detail

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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.