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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 Energy Vault NRGV $527M	98	-8	-8%	$131M
27	27 Anterix ATEX $1.63B	95	+7	+8%	$491M
28	28 DELISTED ESS Tech GWH	90	-12	-12%	$86.9M
29	29 American Superconductor AMSC $1.24B	77	+4	+5%	$81.9M
30	30 Mammoth Energy Services TUSK $130M	72	-4	-5%	$187M
31	31 Dragonfly Energy DFLI $5.52M	47	+32	+213%	$6.86M
32	32 iShares U.S. Power Infrastructure ETF POWR $442M	29	-3	-9%	$25.8M
33	ELIQ 33 DELISTED Electriq Power Holdings, Inc. ELIQ	28	0	0%	$75.3M
34	34 Pioneer Power Solutions PPSI $31.4M	25	+8	+47%	$9.17M
35	OIG 35 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	24	-12	-33%	$1.38M
36	36 CBAK Energy Technology Ltd CBAT $108M	23	-1	-4%	$1.85M
37	37 NeoVolta NEOV $134M	14	-1	-7%	$4.61M
38	38 ADS-TEC Energy ADSE $726M	13	-4	-24%	$17.8M
39	39 Nomad Power Solutions NMAD $63.6M	6	-5	-45%	$307K
40	NXXT 40 NextNRG Inc NXXT $9.46M	4	-7	-64%	$177K
41	QTEK 41 DELISTED QualTek Services Inc. Class A Common Stock QTEK	2	-14	-88%	$1.07K
42	42 BrenX BRNX $2.08M	1	-2	-67%	$14.5K
43	43 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	1	-1	-50%	$1.37M
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	–	–	–	–