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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 Preformed Line Products PLPC $1.84B	101	+6	+6%	$253M
27	27 Anterix ATEX $1.63B	88	-3	-3%	$515M
28	28 Eos Energy Enterprises EOSE $710M	88	+9	+11%	$74.7M
29	29 Mammoth Energy Services TUSK $130M	76	-3	-4%	$162M
30	30 American Superconductor AMSC $1.24B	73	-3	-4%	$64.6M
31	OIG 31 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	36	-8	-18%	$3.36M
32	32 iShares U.S. Power Infrastructure ETF POWR $442M	32	-11	-26%	$29.8M
33	ELIQ 33 DELISTED Electriq Power Holdings, Inc. ELIQ	28	-19	-40%	$77.9M
34	34 CBAK Energy Technology Ltd CBAT $108M	24	-3	-11%	$1.01M
35	35 ADS-TEC Energy ADSE $726M	17	-1	-6%	$11.3M
36	36 Pioneer Power Solutions PPSI $31.4M	17	+1	+6%	$1.36M
37	QTEK 37 DELISTED QualTek Services Inc. Class A Common Stock QTEK	16	-6	-27%	$347K
38	38 Dragonfly Energy DFLI $5.52M	15	+5	+50%	$1.97M
39	39 NeoVolta NEOV $134M	15	-3	-17%	$2.98M
40	40 Nomad Power Solutions NMAD $63.6M	11	-4	-27%	$1.24M
41	NXXT 41 NextNRG Inc NXXT $9.46M	11	0	0%	$190K
42	42 BrenX BRNX $2.08M	3	-2	-40%	$206K
43	43 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	2	+1	+100%	$1.33M
44	44 Bimergen Energy Corp BESS $15.3M	–	–	–	–
45	45 Centuri Holdings CTRI $2B	–	–	–	–
46	46 Everus Construction Group ECG $5.8B	–	–	–	–
47	47 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–
48	ELPW 48 Elong Power Holding Ltd ELPW $2.27M	–	–	–	–
49	49 Forgent Power Solutions FPS $8.98B	–	–	–	–
50	50 GE Vernova GEV $251B	–	–	–	–