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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	99	-4	-4%	$89.7M
27	27 Anterix ATEX $1.63B	98	+5	+5%	$493M
28	28 Microvast MVST $203M	94	-15	-14%	$55.3M
29	29 GE Vernova GEV $251B	73	+73	–	$1.13B
30	30 Mammoth Energy Services TUSK $130M	67	0	0%	$146M
31	ABB 31 DELISTED ABB Ltd ABB	49	-6	-11%	$94.4M
32	32 Dragonfly Energy DFLI $5.52M	41	-2	-5%	$2.54M
33	33 iShares U.S. Power Infrastructure ETF POWR $442M	40	+8	+25%	$36.4M
34	34 Pioneer Power Solutions PPSI $31.4M	32	0	0%	$6.93M
35	35 CBAK Energy Technology Ltd CBAT $108M	29	+4	+16%	$1.99M
36	36 NeoVolta NEOV $134M	15	-4	-21%	$1.95M
37	37 ADS-TEC Energy ADSE $726M	14	+4	+40%	$43.3M
38	38 DELISTED noco-noco Inc. Ordinary Share NCNC	9	-2	-18%	$144K
39	NXXT 39 NextNRG Inc NXXT $9.46M	7	-3	-30%	$66.9K
40	40 Nomad Power Solutions NMAD $63.6M	6	0	0%	$467K
41	41 BrenX BRNX $2.08M	3	+1	+50%	$566K
42	42 Turbo Energy TURB $11.5M	3	0	0%	$67.5K
43	43 iShares Energy Storage & Materials ETF IBAT $61.8M	1	+1	–	$8.2M
44	OIG 44 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	1	-1	-50%	$1
45	45 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	1	-1	-50%	$1.05M
46	ELIQ 46 DELISTED Electriq Power Holdings, Inc. ELIQ	0	-13	-100%	$0
47	47 Bimergen Energy Corp BESS $15.3M	–	–	–	–
48	48 Centuri Holdings CTRI $2B	–	–	–	–
49	49 Everus Construction Group ECG $5.8B	–	–	–	–
50	50 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–