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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 $556M	103	+2	+2%	$116M
27	27 American Superconductor AMSC $1.3B	99	+27	+38%	$179M
28	28 Anterix ATEX $1.66B	93	-5	-5%	$492M
29	29 Mammoth Energy Services TUSK $130M	67	-8	-11%	$175M
30	ABB 30 DELISTED ABB Ltd ABB	55	-2	-4%	$94.8M
31	31 Dragonfly Energy DFLI $5.47M	43	+2	+5%	$2.64M
32	32 iShares U.S. Power Infrastructure ETF POWR $438M	32	+1	+3%	$29.9M
33	33 Pioneer Power Solutions PPSI $31M	32	+1	+3%	$7.37M
34	34 CBAK Energy Technology Ltd CBAT $101M	25	+2	+9%	$1.9M
35	35 NeoVolta NEOV $143M	19	+4	+27%	$2.71M
36	ELIQ 36 DELISTED Electriq Power Holdings, Inc. ELIQ	13	0	0%	$1.01M
37	37 DELISTED noco-noco Inc. Ordinary Share NCNC	11	0	0%	$96.7K
38	38 ADS-TEC Energy ADSE $752M	10	+1	+11%	$7.69M
39	NXXT 39 NextNRG Inc NXXT $9.88M	10	+4	+67%	$124K
40	40 Nomad Power Solutions NMAD $65.9M	6	0	0%	$268K
41	41 Turbo Energy TURB $11.2M	3	-2	-40%	$68.3K
42	42 BrenX BRNX $2.04M	2	0	0%	$576K
43	OIG 43 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	2	-2	-50%	$1
44	44 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.55M	2	0	0%	$1.44M
45	45 Bimergen Energy Corp BESS $16.4M	–	–	–	–
46	46 Centuri Holdings CTRI $2B	–	–	–	–
47	47 Everus Construction Group ECG $5.7B	–	–	–	–
48	48 ALPS Electrification Infrastructure ETF ELFY $184M	–	–	–	–
49	ELPW 49 Elong Power Holding Ltd ELPW $2.15M	–	–	–	–
50	50 Forgent Power Solutions FPS $8.89B	–	–	–	–