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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 Anterix ATEX $1.66B	91	-9	-9%	$494M
27	27 Custom Truck One Source CTOS $2.09B	86	-1	-1%	$1.45B
28	28 Eos Energy Enterprises EOSE $787M	79	+8	+11%	$36.5M
29	29 Mammoth Energy Services TUSK $130M	79	+21	+36%	$320M
30	30 American Superconductor AMSC $1.3B	76	-6	-7%	$46.7M
31	ELIQ 31 DELISTED Electriq Power Holdings, Inc. ELIQ	47	-43	-48%	$150M
32	OIG 32 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	44	-4	-8%	$4.55M
33	33 iShares U.S. Power Infrastructure ETF POWR $438M	43	+6	+16%	$53.1M
34	34 CBAK Energy Technology Ltd CBAT $101M	27	+4	+17%	$1.77M
35	QTEK 35 DELISTED QualTek Services Inc. Class A Common Stock QTEK	22	+1	+5%	$2.46M
36	36 ADS-TEC Energy ADSE $752M	18	-2	-10%	$18.5M
37	37 NeoVolta NEOV $143M	18	+2	+13%	$3.35M
38	38 Pioneer Power Solutions PPSI $31M	16	-2	-11%	$1.06M
39	39 Nomad Power Solutions NMAD $65.9M	15	0	0%	$361K
40	NXXT 40 NextNRG Inc NXXT $9.88M	11	-1	-8%	$168K
41	41 Dragonfly Energy DFLI $5.47M	10	-1	-9%	$7.1M
42	42 BrenX BRNX $2.04M	5	+3	+150%	$363K
43	43 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.55M	1	+1	–	$1.07M
44	44 Bimergen Energy Corp BESS $16.4M	–	–	–	–
45	45 Centuri Holdings CTRI $2B	–	–	–	–
46	46 Everus Construction Group ECG $5.7B	–	–	–	–
47	47 ALPS Electrification Infrastructure ETF ELFY $184M	–	–	–	–
48	ELPW 48 Elong Power Holding Ltd ELPW $2.15M	–	–	–	–
49	49 Forgent Power Solutions FPS $8.89B	–	–	–	–
50	50 GE Vernova GEV $247B	–	–	–	–