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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	121	+8	+7%	$345M
27	27 Anterix ATEX $1.63B	115	-14	-11%	$491M
28	28 Preformed Line Products PLPC $1.84B	111	-5	-4%	$261M
29	29 Centuri Holdings CTRI $2B	81	+2	+3%	$420M
30	30 Microvast MVST $203M	69	+4	+6%	$58.7M
31	31 Mammoth Energy Services TUSK $130M	66	+2	+3%	$113M
32	32 DELISTED ESS Tech GWH	56	+6	+12%	$20.5M
33	ABB 33 DELISTED ABB Ltd ABB	45	-2	-4%	$103M
34	34 iShares U.S. Power Infrastructure ETF POWR $442M	40	-1	-2%	$25.4M
35	35 NeoVolta NEOV $134M	30	+15	+100%	$34.5M
36	36 CBAK Energy Technology Ltd CBAT $108M	29	-3	-9%	$1.74M
37	37 Pioneer Power Solutions PPSI $31.4M	28	0	0%	$3.8M
38	38 ADS-TEC Energy ADSE $726M	25	+6	+32%	$344M
39	39 Dragonfly Energy DFLI $5.52M	12	-22	-65%	$637K
40	40 Nomad Power Solutions NMAD $63.6M	10	+3	+43%	$608K
41	NXXT 41 NextNRG Inc NXXT $9.46M	8	+2	+33%	$327K
42	42 iShares Energy Storage & Materials ETF IBAT $61.8M	5	+3	+150%	$5.59M
43	43 BrenX BRNX $2.08M	3	+1	+50%	$143K
44	ELPW 44 Elong Power Holding Ltd ELPW $2.27M	3	+3	–	$311K
45	45 Turbo Energy TURB $11.5M	3	0	0%	$86.1K
46	46 Tema Electrification ETF VOLT $720M	3	+3	–	$7.72M
47	47 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	2	0	0%	$1.03M
48	48 Global X U.S. Electrification ETF ZAP $447M	2	+2	–	$3.06M
49	OIG 49 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	1	0	0%	$1
50	50 DELISTED noco-noco Inc. Ordinary Share NCNC	0	-11	-100%	$0