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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 Pioneer Power Solutions PPSI $31.4M	14	0	0%	$10.7M
27	27 CBAK Energy Technology Ltd CBAT $108M	8	-2	-20%	$732K
28	28 Arcosa ACA $7.22B	–	–	–	–
29	29 ADS-TEC Energy ADSE $726M	–	–	–	–
30	30 Bimergen Energy Corp BESS $15.3M	–	–	–	–
31	31 BrenX BRNX $2.08M	–	–	–	–
32	32 Centuri Holdings CTRI $2B	–	–	–	–
33	33 Dragonfly Energy DFLI $5.52M	–	–	–	–
34	34 Everus Construction Group ECG $5.8B	–	–	–	–
35	35 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–
36	ELIQ 36 DELISTED Electriq Power Holdings, Inc. ELIQ	–	–	–	–
37	ELPW 37 Elong Power Holding Ltd ELPW $2.27M	–	–	–	–
38	38 Eos Energy Enterprises EOSE $710M	–	–	–	–
39	39 Fluence Energy FLNC $889M	–	–	–	–
40	40 Forgent Power Solutions FPS $8.98B	–	–	–	–
41	41 GE Vernova GEV $251B	–	–	–	–
42	42 DELISTED ESS Tech GWH	–	–	–	–
43	43 iShares Energy Storage & Materials ETF IBAT $61.8M	–	–	–	–
44	44 Corgi High Voltage Grid Equipment ETF JOUL $8.12M	–	–	–	–
45	45 Microvast MVST $203M	–	–	–	–
46	46 SOLV Energy Inc MWH $4.92B	–	–	–	–
47	47 DELISTED noco-noco Inc. Ordinary Share NCNC	–	–	–	–
48	48 NeoVolta NEOV $134M	–	–	–	–
49	49 Nomad Power Solutions NMAD $63.6M	–	–	–	–
50	50 Energy Vault NRGV $527M	–	–	–	–