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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	ELIQ 26 DELISTED Electriq Power Holdings, Inc. ELIQ	72	+6	+9%	$264M
27	27 Microvast MVST $205M	71	+24	+51%	$386M
28	28 Preformed Line Products PLPC $1.73B	71	+4	+6%	$148M
29	OIG 29 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	55	+2	+4%	$34.8M
30	QTEK 30 DELISTED QualTek Services Inc. Class A Common Stock QTEK	51	+6	+13%	$91.1M
31	31 DELISTED ESS Tech GWH	46	-22	-32%	$140M
32	32 Mammoth Energy Services TUSK $128M	46	-6	-12%	$22.1M
33	33 CBAK Energy Technology Ltd CBAT $103M	39	+6	+18%	$12.7M
34	34 iShares U.S. Power Infrastructure ETF POWR $432M	29	-2	-6%	$28.1M
35	35 Dragonfly Energy DFLI $5.43M	24	+24	–	$69.8M
36	36 Pioneer Power Solutions PPSI $30.4M	14	-1	-7%	$1.61M
37	NXXT 37 NextNRG Inc NXXT $9.69M	12	+12	–	$7.95M
38	38 Nomad Power Solutions NMAD $60.7M	10	-1	-9%	$2.52M
39	39 ADS-TEC Energy ADSE $749M	–	–	–	–
40	40 Bimergen Energy Corp BESS $14.9M	–	–	–	–
41	41 BrenX BRNX $1.67M	–	–	–	–
42	42 Centuri Holdings CTRI $1.94B	–	–	–	–
43	43 Everus Construction Group ECG $5.37B	–	–	–	–
44	44 ALPS Electrification Infrastructure ETF ELFY $181M	–	–	–	–
45	ELPW 45 Elong Power Holding Ltd ELPW $2.16M	–	–	–	–
46	46 Fluence Energy FLNC $859M	–	–	–	–
47	47 Forgent Power Solutions FPS $8.31B	–	–	–	–
48	48 GE Vernova GEV $237B	–	–	–	–
49	49 iShares Energy Storage & Materials ETF IBAT $59.7M	–	–	–	–
50	50 Corgi High Voltage Grid Equipment ETF JOUL $7.88M	–	–	–	–