Wildfire Resilience Chain

Holdings

1. Eaton Corporation plc ETN · Grid hardening 22%

   Its fuses, arresters, switchgear and undergrounding equipment help utilities reduce ignition risk as fire-weather spending expands.

2. MasTec MTZ · Utility construction 20%

   Power-delivery crews perform grid hardening, undergrounding, storm response and wildfire mitigation for utilities.

3. Planet Labs PL · Satellite monitoring 18%

   Daily Earth imagery and planned fire-fuel monitoring can improve early detection, response and post-fire assessment.

4. Verisk Analytics VRSK · Risk analytics 15%

   Its catastrophe and extreme-event analytics help insurers price wildfire exposure and manage growing claims volatility.

5. MSA Safety MSA · Firefighter safety 13%

   Fire departments and industrial responders buy its breathing apparatus, protective gear and detection systems as incidents intensify.

6. APi APG · Fire protection 12%

   Its inspection, alarm, suppression and life-safety services benefit when fire codes and resilience spending tighten.