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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 $2.05B	87	-2	-2%	$1.34B
27	27 Energy Vault NRGV $518M	86	+13	+18%	$241M
28	28 Powell Industries POWL $6.04B	84	-10	-11%	$155M
29	29 American Superconductor AMSC $1.27B	82	-10	-11%	$61M
30	30 Eos Energy Enterprises EOSE $725M	71	-1	-1%	$35.8M
31	31 Mammoth Energy Services TUSK $131M	58	+9	+18%	$126M
32	OIG 32 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	48	-10	-17%	$8.26M
33	33 iShares U.S. Power Infrastructure ETF POWR $435M	37	0	0%	$33.1M
34	34 CBAK Energy Technology Ltd CBAT $102M	23	-5	-18%	$2.35M
35	QTEK 35 DELISTED QualTek Services Inc. Class A Common Stock QTEK	21	+3	+17%	$4.86M
36	36 ADS-TEC Energy ADSE $731M	20	+4	+25%	$62.2M
37	37 Pioneer Power Solutions PPSI $31.1M	18	-1	-5%	$1.25M
38	38 NeoVolta NEOV $140M	16	+16	–	$5.65M
39	39 Nomad Power Solutions NMAD $60.5M	15	0	0%	$363K
40	NXXT 40 NextNRG Inc NXXT $10.6M	12	+3	+33%	$442K
41	41 Dragonfly Energy DFLI $5.28M	11	-29	-73%	$20.7M
42	42 BrenX BRNX $2.01M	2	+1	+100%	$2.09M
43	43 Bimergen Energy Corp BESS $15M	–	–	–	–
44	44 Centuri Holdings CTRI $1.98B	–	–	–	–
45	45 Everus Construction Group ECG $5.56B	–	–	–	–
46	46 ALPS Electrification Infrastructure ETF ELFY $183M	–	–	–	–
47	ELPW 47 Elong Power Holding Ltd ELPW $2.24M	–	–	–	–
48	48 Forgent Power Solutions FPS $8.71B	–	–	–	–
49	49 GE Vernova GEV $245B	–	–	–	–
50	50 iShares Energy Storage & Materials ETF IBAT $60.2M	–	–	–	–