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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 DELISTED ESS Tech GWH	100	+10	+11%	$114M
27	27 Anterix ATEX $1.66B	98	+3	+3%	$472M
28	28 Mammoth Energy Services TUSK $130M	75	+3	+4%	$184M
29	29 American Superconductor AMSC $1.3B	72	-5	-6%	$100M
30	ABB 30 DELISTED ABB Ltd ABB	57	-77	-57%	$758M
31	31 Dragonfly Energy DFLI $5.47M	41	-6	-13%	$6.49M
32	32 iShares U.S. Power Infrastructure ETF POWR $438M	31	+2	+7%	$29.4M
33	33 Pioneer Power Solutions PPSI $31M	31	+6	+24%	$7.14M
34	34 CBAK Energy Technology Ltd CBAT $101M	23	0	0%	$1.39M
35	35 NeoVolta NEOV $143M	15	+1	+7%	$4.02M
36	ELIQ 36 DELISTED Electriq Power Holdings, Inc. ELIQ	13	-15	-54%	$7.03M
37	37 DELISTED noco-noco Inc. Ordinary Share NCNC	11	+11	–	$2.84M
38	38 ADS-TEC Energy ADSE $752M	9	-4	-31%	$18.8M
39	39 Nomad Power Solutions NMAD $65.9M	6	0	0%	$92.8K
40	NXXT 40 NextNRG Inc NXXT $9.88M	6	+2	+50%	$181K
41	41 Turbo Energy TURB $11.2M	5	+5	–	$130K
42	OIG 42 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	4	-20	-83%	$4.66K
43	43 BrenX BRNX $2.04M	2	+1	+100%	$677K
44	44 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.55M	2	+1	+100%	$1.34M
45	QTEK 45 DELISTED QualTek Services Inc. Class A Common Stock QTEK	0	-2	-100%	$0
46	46 Bimergen Energy Corp BESS $16.4M	–	–	–	–
47	47 Centuri Holdings CTRI $2B	–	–	–	–
48	48 Everus Construction Group ECG $5.7B	–	–	–	–
49	49 ALPS Electrification Infrastructure ETF ELFY $184M	–	–	–	–
50	ELPW 50 Elong Power Holding Ltd ELPW $2.15M	–	–	–	–