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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 JinkoSolar JKS $430M	114	-3	-3%	$317M
27	27 DELISTED ESS Tech GWH	103	+1	+1%	$42.3M
28	28 Energy Vault NRGV $527M	101	+2	+2%	$46.2M
29	29 Microvast MVST $203M	90	-4	-4%	$19.4M
30	30 Centuri Holdings CTRI $2B	79	+79	–	$433M
31	31 Mammoth Energy Services TUSK $130M	67	0	0%	$127M
32	32 Dragonfly Energy DFLI $5.52M	52	+11	+27%	$3.25M
33	ABB 33 DELISTED ABB Ltd ABB	50	+1	+2%	$115M
34	34 iShares U.S. Power Infrastructure ETF POWR $442M	42	+2	+5%	$43.6M
35	35 CBAK Energy Technology Ltd CBAT $108M	32	+3	+10%	$2.9M
36	36 Pioneer Power Solutions PPSI $31.4M	23	-9	-28%	$3.25M
37	37 ADS-TEC Energy ADSE $726M	17	+3	+21%	$11.1M
38	38 NeoVolta NEOV $134M	14	-1	-7%	$4.18M
39	39 DELISTED noco-noco Inc. Ordinary Share NCNC	11	+2	+22%	$644K
40	NXXT 40 NextNRG Inc NXXT $9.46M	9	+2	+29%	$147K
41	41 Nomad Power Solutions NMAD $63.6M	6	0	0%	$424K
42	42 BrenX BRNX $2.08M	4	+1	+33%	$124K
43	43 iShares Energy Storage & Materials ETF IBAT $61.8M	3	+2	+200%	$8.22M
44	44 Turbo Energy TURB $11.5M	3	0	0%	$65.4K
45	OIG 45 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	1	0	0%	$1
46	46 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	1	0	0%	$1.11M
47	47 Bimergen Energy Corp BESS $15.3M	–	–	–	–
48	48 Everus Construction Group ECG $5.8B	–	–	–	–
49	49 ALPS Electrification Infrastructure ETF ELFY $185M	–	–	–	–
50	ELIQ 50 DELISTED Electriq Power Holdings, Inc. ELIQ	–	–	–	–