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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 Preformed Line Products PLPC $1.84B	67	+2	+3%	$168M
27	ELIQ 27 DELISTED Electriq Power Holdings, Inc. ELIQ	66	+26	+65%	$230M
28	28 Energy Vault NRGV $527M	62	+49	+377%	$170M
29	OIG 29 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	53	+2	+4%	$44.1M
30	30 Mammoth Energy Services TUSK $130M	52	-2	-4%	$134M
31	31 Microvast MVST $203M	47	-3	-6%	$51.1M
32	QTEK 32 DELISTED QualTek Services Inc. Class A Common Stock QTEK	45	+36	+400%	$71.8M
33	33 CBAK Energy Technology Ltd CBAT $108M	33	-4	-11%	$24.3M
34	34 iShares U.S. Power Infrastructure ETF POWR $442M	31	+3	+11%	$23.9M
35	35 Pioneer Power Solutions PPSI $31.4M	15	-2	-12%	$2.15M
36	36 Nomad Power Solutions NMAD $63.6M	11	+3	+38%	$4.43M
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	–	–	–	–