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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 iShares U.S. Power Infrastructure ETF POWR $435M	24	-1	-4%	$17.6M
27	27 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.5B	21	-3	-13%	$7.29M
28	28 Pioneer Power Solutions PPSI $30.6M	13	+2	+18%	$10.8M
29	29 CBAK Energy Technology Ltd CBAT $103M	8	0	0%	$660K
30	30 ADS-TEC Energy ADSE $722M	–	–	–	–
31	31 Bimergen Energy Corp BESS $14.6M	–	–	–	–
32	32 BrenX BRNX $1.97M	–	–	–	–
33	33 Centuri Holdings CTRI $1.99B	–	–	–	–
34	34 Dragonfly Energy DFLI $5.24M	–	–	–	–
35	35 Everus Construction Group ECG $5.57B	–	–	–	–
36	36 ALPS Electrification Infrastructure ETF ELFY $182M	–	–	–	–
37	ELIQ 37 DELISTED Electriq Power Holdings, Inc. ELIQ	–	–	–	–
38	ELPW 38 Elong Power Holding Ltd ELPW $2.26M	–	–	–	–
39	39 Eos Energy Enterprises EOSE $725M	–	–	–	–
40	40 Fluence Energy FLNC $895M	–	–	–	–
41	41 Forgent Power Solutions FPS $8.58B	–	–	–	–
42	42 GE Vernova GEV $241B	–	–	–	–
43	43 DELISTED ESS Tech GWH	–	–	–	–
44	44 iShares Energy Storage & Materials ETF IBAT $59.8M	–	–	–	–
45	45 Corgi High Voltage Grid Equipment ETF JOUL $7.89M	–	–	–	–
46	46 SOLV Energy Inc MWH $4.88B	–	–	–	–
47	47 DELISTED noco-noco Inc. Ordinary Share NCNC	–	–	–	–
48	48 NeoVolta NEOV $139M	–	–	–	–
49	49 Nomad Power Solutions NMAD $60.7M	–	–	–	–
50	50 Energy Vault NRGV $518M	–	–	–	–