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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 Preformed Line Products PLPC $1.84B	116	+5	+5%	$331M
27	27 Energy Vault NRGV $527M	112	-13	-10%	$38.5M
28	28 JinkoSolar JKS $430M	109	-12	-10%	$288M
29	29 Microvast MVST $203M	87	+18	+26%	$41.6M
30	30 Centuri Holdings CTRI $2B	83	+2	+2%	$362M
31	31 Mammoth Energy Services TUSK $130M	65	-1	-2%	$76.1M
32	32 DELISTED ESS Tech GWH	45	-11	-20%	$11M
33	ABB 33 DELISTED ABB Ltd ABB	44	-1	-2%	$99.2M
34	34 iShares U.S. Power Infrastructure ETF POWR $442M	44	+4	+10%	$26.8M
35	35 CBAK Energy Technology Ltd CBAT $108M	25	-4	-14%	$1.49M
36	36 ADS-TEC Energy ADSE $726M	24	-1	-4%	$402M
37	37 NeoVolta NEOV $134M	23	-7	-23%	$13M
38	38 Pioneer Power Solutions PPSI $31.4M	20	-8	-29%	$2.18M
39	NXXT 39 NextNRG Inc NXXT $9.46M	17	+9	+113%	$1.82M
40	40 Dragonfly Energy DFLI $5.52M	15	+3	+25%	$290K
41	41 Nomad Power Solutions NMAD $63.6M	9	-1	-10%	$385K
42	42 Tema Electrification ETF VOLT $720M	9	+6	+200%	$7.6M
43	43 BrenX BRNX $2.08M	4	+1	+33%	$147K
44	44 iShares Energy Storage & Materials ETF IBAT $61.8M	4	-1	-20%	$4.94M
45	45 Global X U.S. Electrification ETF ZAP $447M	4	+2	+100%	$3.69M
46	ELPW 46 Elong Power Holding Ltd ELPW $2.27M	3	0	0%	$189K
47	47 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	3	+1	+50%	$1.27M
48	48 Turbo Energy TURB $11.5M	3	0	0%	$126K
49	OIG 49 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	1	0	0%	$1
50	50 Bimergen Energy Corp BESS $15.3M	–	–	–	–