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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 Custom Truck One Source CTOS $2.07B	89	+5	+6%	$1.28B
27	ELIQ 27 DELISTED Electriq Power Holdings, Inc. ELIQ	84	0	0%	$313M
28	28 Preformed Line Products PLPC $1.75B	81	+4	+5%	$129M
29	29 Energy Vault NRGV $524M	73	+28	+62%	$367M
30	30 Eos Energy Enterprises EOSE $725M	72	-12	-14%	$27.8M
31	OIG 31 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	58	+3	+5%	$9.84M
32	32 Mammoth Energy Services TUSK $129M	49	-1	-2%	$536M
33	33 Dragonfly Energy DFLI $5.24M	40	+2	+5%	$117M
34	34 iShares U.S. Power Infrastructure ETF POWR $435M	37	+2	+6%	$41.9M
35	35 CBAK Energy Technology Ltd CBAT $103M	28	-11	-28%	$2.47M
36	36 Pioneer Power Solutions PPSI $30.6M	19	+6	+46%	$1.44M
37	QTEK 37 DELISTED QualTek Services Inc. Class A Common Stock QTEK	18	+3	+20%	$3.14M
38	38 ADS-TEC Energy ADSE $722M	16	+1	+7%	$43.5M
39	39 Nomad Power Solutions NMAD $60.7M	15	+3	+25%	$652K
40	NXXT 40 NextNRG Inc NXXT $9.74M	9	-1	-10%	$637K
41	41 BrenX BRNX $1.97M	1	+1	–	$76K
42	42 Bimergen Energy Corp BESS $14.6M	–	–	–	–
43	43 Centuri Holdings CTRI $1.99B	–	–	–	–
44	44 Everus Construction Group ECG $5.57B	–	–	–	–
45	45 ALPS Electrification Infrastructure ETF ELFY $182M	–	–	–	–
46	ELPW 46 Elong Power Holding Ltd ELPW $2.26M	–	–	–	–
47	47 Forgent Power Solutions FPS $8.57B	–	–	–	–
48	48 GE Vernova GEV $241B	–	–	–	–
49	49 iShares Energy Storage & Materials ETF IBAT $59.8M	–	–	–	–
50	50 Corgi High Voltage Grid Equipment ETF JOUL $7.89M	–	–	–	–