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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 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID $11.5B	43	+21	+95%	$53M
27	27 Microvast MVST $211M	37	-17	-31%	$83.4M
28	28 DELISTED ESS Tech GWH	35	+35	–	$127M
29	OIG 29 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	35	+9	+35%	$11.8M
30	30 iShares U.S. Power Infrastructure ETF POWR $436M	26	0	0%	$13.3M
31	31 CBAK Energy Technology Ltd CBAT $102M	25	+17	+213%	$5.33M
32	32 Pioneer Power Solutions PPSI $30.9M	17	+3	+21%	$1.25M
33	33 Nomad Power Solutions NMAD $60.4M	3	+3	–	$714K
34	34 ADS-TEC Energy ADSE $738M	–	–	–	–
35	35 Bimergen Energy Corp BESS $15M	–	–	–	–
36	36 BrenX BRNX $1.92M	–	–	–	–
37	37 Centuri Holdings CTRI $1.98B	–	–	–	–
38	38 Dragonfly Energy DFLI $5.24M	–	–	–	–
39	39 Everus Construction Group ECG $5.53B	–	–	–	–
40	40 ALPS Electrification Infrastructure ETF ELFY $183M	–	–	–	–
41	ELIQ 41 DELISTED Electriq Power Holdings, Inc. ELIQ	–	–	–	–
42	ELPW 42 Elong Power Holding Ltd ELPW $2.23M	–	–	–	–
43	43 Fluence Energy FLNC $890M	–	–	–	–
44	44 Forgent Power Solutions FPS $8.6B	–	–	–	–
45	45 GE Vernova GEV $244B	–	–	–	–
46	46 iShares Energy Storage & Materials ETF IBAT $60.2M	–	–	–	–
47	47 Corgi High Voltage Grid Equipment ETF JOUL $7.89M	–	–	–	–
48	48 SOLV Energy Inc MWH $4.86B	–	–	–	–
49	49 DELISTED noco-noco Inc. Ordinary Share NCNC	–	–	–	–
50	50 NeoVolta NEOV $140M	–	–	–	–