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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Funds holding	Growth	Growth %	Fund value
26	26 SOLV Energy Inc MWH $4.92B	177	+65	+58%	$4.42B
27	27 Energy Vault NRGV $527M	174	+17	+11%	$490M
28	28 Anterix ATEX $1.63B	171	+39	+30%	$1.97B
29	29 Microvast MVST $203M	157	-16	-9%	$96.7M
30	30 Canadian Solar CSIQ $701M	154	+26	+20%	$648M
31	31 Tema Electrification ETF VOLT $720M	131	+50	+62%	$340M
32	32 JinkoSolar JKS $430M	110	+2	+2%	$287M
33	33 Mammoth Energy Services TUSK $130M	93	+3	+3%	$84.7M
34	34 Global X U.S. Electrification ETF ZAP $447M	93	+21	+29%	$244M
35	35 iShares U.S. Power Infrastructure ETF POWR $442M	91	+31	+52%	$257M
36	36 Stem STEM $34.6M	72	-3	-4%	$17.2M
37	ABB 37 DELISTED ABB Ltd ABB	54	+3	+6%	$170M
38	NXXT 38 NextNRG Inc NXXT $9.46M	52	-22	-30%	$5.96M
39	39 ALPS Electrification Infrastructure ETF ELFY $185M	50	+12	+32%	$70.5M
40	40 DELISTED ESS Tech GWH	47	-4	-8%	$6.94M
41	41 NeoVolta NEOV $134M	40	+4	+11%	$48M
42	42 Pioneer Power Solutions PPSI $31.4M	35	+2	+6%	$5.81M
43	43 CBAK Energy Technology Ltd CBAT $108M	28	0	0%	$1.04M
44	44 Dragonfly Energy DFLI $5.52M	25	+1	+4%	$2.81M
45	45 iShares Energy Storage & Materials ETF IBAT $61.8M	25	+5	+25%	$22.8M
46	46 VistaShares Electrification Supercycle ETF POW $56.5M	19	+11	+138%	$29.2M
47	47 Nomad Power Solutions NMAD $63.6M	18	+4	+29%	$14.6M
48	48 Bimergen Energy Corp BESS $15.3M	17	+12	+240%	$5.28M
49	49 ADS-TEC Energy ADSE $726M	16	-1	-6%	$434M
50	50 Turbo Energy TURB $11.5M	11	+3	+38%	$683K