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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 DELISTED ESS Tech GWH	54	+19	+54%	$181M
27	27 Mammoth Energy Services TUSK $130M	54	+9	+20%	$153M
28	OIG 28 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	51	+16	+46%	$40.1M
29	29 Microvast MVST $203M	50	+13	+35%	$51.1M
30	ELIQ 30 DELISTED Electriq Power Holdings, Inc. ELIQ	40	+40	–	$143M
31	31 CBAK Energy Technology Ltd CBAT $108M	37	+12	+48%	$19.3M
32	32 iShares U.S. Power Infrastructure ETF POWR $442M	28	+2	+8%	$18.2M
33	33 Pioneer Power Solutions PPSI $31.4M	17	0	0%	$2.14M
34	34 Energy Vault NRGV $527M	13	+13	–	$20.5M
35	QTEK 35 DELISTED QualTek Services Inc. Class A Common Stock QTEK	9	+9	–	$8.63M
36	36 Nomad Power Solutions NMAD $63.6M	8	+5	+167%	$4.39M
37	37 ADS-TEC Energy ADSE $726M	–	–	–	–
38	38 Bimergen Energy Corp BESS $15.3M	–	–	–	–
39	39 BrenX BRNX $2.08M	–	–	–	–
40	40 Centuri Holdings CTRI $2B	–	–	–	–
41	41 Dragonfly Energy DFLI $5.52M	–	–	–	–
42	42 Everus Construction Group ECG $5.8B	–	–	–	–
43	43 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–
44	ELPW 44 Elong Power Holding Ltd ELPW $2.27M	–	–	–	–
45	45 Fluence Energy FLNC $889M	–	–	–	–
46	46 Forgent Power Solutions FPS $8.98B	–	–	–	–
47	47 GE Vernova GEV $251B	–	–	–	–
48	48 iShares Energy Storage & Materials ETF IBAT $61.8M	–	–	–	–
49	49 Corgi High Voltage Grid Equipment ETF JOUL $8.12M	–	–	–	–
50	50 SOLV Energy Inc MWH $4.92B	–	–	–	–