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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	84	+6	+8%	$308M
27	27 Eos Energy Enterprises EOSE $710M	84	+11	+15%	$125M
28	28 Preformed Line Products PLPC $1.84B	77	+8	+12%	$129M
29	29 DELISTED ESS Tech GWH	75	+17	+29%	$331M
30	OIG 30 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	55	-5	-8%	$24M
31	31 Mammoth Energy Services TUSK $130M	50	+6	+14%	$513M
32	32 Energy Vault NRGV $527M	45	-38	-46%	$192M
33	33 CBAK Energy Technology Ltd CBAT $108M	39	+3	+8%	$5.88M
34	34 Dragonfly Energy DFLI $5.52M	38	+6	+19%	$113M
35	35 iShares U.S. Power Infrastructure ETF POWR $442M	35	+1	+3%	$34.1M
36	36 ADS-TEC Energy ADSE $726M	15	-3	-17%	$49.6M
37	QTEK 37 DELISTED QualTek Services Inc. Class A Common Stock QTEK	15	-38	-72%	$8.55M
38	38 Pioneer Power Solutions PPSI $31.4M	13	0	0%	$1.99M
39	39 Nomad Power Solutions NMAD $63.6M	12	+1	+9%	$1.49M
40	NXXT 40 NextNRG Inc NXXT $9.46M	10	-1	-9%	$1.39M
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	–	–	–	–