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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 Microvast MVST $211M	114	+27	+31%	$274M
27	27 Anterix ATEX $1.65B	111	-17	-13%	$431M
28	28 Energy Vault NRGV $522M	104	-8	-7%	$33.8M
29	29 JinkoSolar JKS $424M	98	-11	-10%	$328M
30	30 Stem STEM $34.5M	81	-74	-48%	$10.1M
31	31 Mammoth Energy Services TUSK $129M	66	+1	+2%	$102M
32	32 DELISTED ESS Tech GWH	49	+4	+9%	$4.02M
33	33 iShares U.S. Power Infrastructure ETF POWR $436M	47	+3	+7%	$26.5M
34	ABB 34 DELISTED ABB Ltd ABB	46	+2	+5%	$104M
35	NXXT 35 NextNRG Inc NXXT $9.86M	32	+15	+88%	$5.24M
36	36 CBAK Energy Technology Ltd CBAT $102M	28	+3	+12%	$2.29M
37	37 ADS-TEC Energy ADSE $747M	24	0	0%	$381M
38	38 Pioneer Power Solutions PPSI $31M	24	+4	+20%	$2.03M
39	39 NeoVolta NEOV $140M	23	0	0%	$37.9M
40	40 Dragonfly Energy DFLI $5.24M	18	+3	+20%	$79.3K
41	41 Global X U.S. Electrification ETF ZAP $443M	12	+8	+200%	$4.58M
42	42 Tema Electrification ETF VOLT $703M	11	+2	+22%	$39.4M
43	43 Nomad Power Solutions NMAD $59.7M	10	+1	+11%	$148K
44	44 ALPS Electrification Infrastructure ETF ELFY $183M	6	+6	–	$16.5M
45	45 iShares Energy Storage & Materials ETF IBAT $60.2M	6	+2	+50%	$5M
46	46 Turbo Energy TURB $11.1M	4	+1	+33%	$176K
47	ELPW 47 Elong Power Holding Ltd ELPW $2.23M	2	-1	-33%	$131K
48	48 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.53M	2	-1	-33%	$1.14M
49	49 BrenX BRNX $1.92M	1	-3	-75%	$8.82K
50	OIG 50 DELISTED Orbital Infrastructure Group, Inc. Common Stock OIG	1	0	0%	$1