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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 Energy Vault NRGV $527M	83	+1	+1%	$238M
27	ELIQ 27 DELISTED Electriq Power Holdings, Inc. ELIQ	78	+6	+8%	$277M
28	28 Eos Energy Enterprises EOSE $710M	73	-5	-6%	$212M
29	29 Preformed Line Products PLPC $1.84B	69	-2	-3%	$133M
30	OIG 30 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	60	+5	+9%	$34.6M
31	31 DELISTED ESS Tech GWH	58	+12	+26%	$622M
32	QTEK 32 DELISTED QualTek Services Inc. Class A Common Stock QTEK	53	+2	+4%	$93.2M
33	33 Mammoth Energy Services TUSK $130M	44	-2	-4%	$434M
34	34 CBAK Energy Technology Ltd CBAT $108M	36	-3	-8%	$11.7M
35	35 iShares U.S. Power Infrastructure ETF POWR $442M	34	+5	+17%	$30.1M
36	36 Dragonfly Energy DFLI $5.52M	32	+8	+33%	$107M
37	37 ADS-TEC Energy ADSE $726M	18	+18	–	$16.4M
38	38 Pioneer Power Solutions PPSI $31.4M	13	-1	-7%	$3.65M
39	39 Nomad Power Solutions NMAD $63.6M	11	+1	+10%	$1.44M
40	NXXT 40 NextNRG Inc NXXT $9.46M	11	-1	-8%	$1.61M
41	41 Bimergen Energy Corp BESS $15.3M	–	–	–	–
42	42 BrenX BRNX $2.08M	–	–	–	–
43	43 Centuri Holdings CTRI $2B	–	–	–	–
44	44 Everus Construction Group ECG $5.8B	–	–	–	–
45	45 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–
46	ELPW 46 Elong Power Holding Ltd ELPW $2.27M	–	–	–	–
47	47 Forgent Power Solutions FPS $8.98B	–	–	–	–
48	48 GE Vernova GEV $251B	–	–	–	–
49	49 iShares Energy Storage & Materials ETF IBAT $61.8M	–	–	–	–
50	50 Corgi High Voltage Grid Equipment ETF JOUL $8.12M	–	–	–	–