Overview
The companies rebuilding the electric grid — Eaton, Quanta, Schneider and 135 others making the switchgear, cables and engineering behind electrification.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| ETN | Eaton Corp. | 8.6% |
| PWR | Quanta Services | 8.6% |
| JCI | Johnson Controls | 8.3% |
| ABBN | ABB Ltd | 7.9% |
| SU | Schneider Electric | 7.8% |
| PRY | Prysmian | 4.0% |
| NG | National Grid | 3.7% |
| EOAN | E.ON SE | 3.7% |
| NVT | nVent Electric | 2.9% |
| HUBB | Hubbell | 2.5% |
Fund Details
Investment Thesis
AI data centres, EVs and reshoring all need one thing first: more grid. GRID owns the toll collectors of that build-out, and its $12B of assets and +21% year say the market has noticed the power bottleneck. A decade-long capex theme priced as an industrial fund.
Who It's For
Investors playing the electrification super-cycle — the grid hardware behind AI power demand — through established industrials.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | $50.99 | -- |
| 2018 | $39.03 | -23.5% |
| 2019 | $54.93 | +40.8% |
| 2020 | $81.00 | +47.5% |
| 2021 | $102.67 | +26.8% |
| 2022 | $87.24 | -15.0% |
| 2023 | $104.71 | +20.0% |
| 2024 | $119.34 | +14.0% |
| 2025 | $153.02 | +28.2% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | 0.04% |
| 2022 | 1.26% |
| 2023 | 1.23% |
| 2024 | 1.06% |
| 2025 | 1.01% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | -- | -- |
| 2024 | -- | -- |
| 2025 | $12B | -- |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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