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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 Canadian Solar CSIQ $718M	116	+1	+0.9%	$330M
27	27 JinkoSolar JKS $438M	114	+16	+16%	$360M
28	28 Anterix ATEX $1.66B	111	0	0%	$379M
29	29 Energy Vault NRGV $556M	95	-9	-9%	$151M
30	30 Stem STEM $35.6M	85	+4	+5%	$34.4M
31	31 Mammoth Energy Services TUSK $130M	77	+11	+17%	$82.6M
32	ABB 32 DELISTED ABB Ltd ABB	49	+3	+7%	$154M
33	33 iShares U.S. Power Infrastructure ETF POWR $438M	49	+2	+4%	$26.2M
34	NXXT 34 NextNRG Inc NXXT $9.88M	48	+16	+50%	$7.08M
35	35 DELISTED ESS Tech GWH	46	-3	-6%	$5.69M
36	36 Global X U.S. Electrification ETF ZAP $445M	29	+17	+142%	$74M
37	37 Pioneer Power Solutions PPSI $31M	28	+4	+17%	$3.28M
38	38 CBAK Energy Technology Ltd CBAT $101M	26	-2	-7%	$2.14M
39	39 NeoVolta NEOV $143M	25	+2	+9%	$35M
40	40 Dragonfly Energy DFLI $5.47M	24	+6	+33%	$1.7M
41	41 ADS-TEC Energy ADSE $752M	20	-4	-17%	$342M
42	42 ALPS Electrification Infrastructure ETF ELFY $184M	17	+11	+183%	$8.96M
43	43 Nomad Power Solutions NMAD $65.9M	16	+6	+60%	$2.21M
44	44 Tema Electrification ETF VOLT $709M	14	+3	+27%	$29.5M
45	45 iShares Energy Storage & Materials ETF IBAT $60.5M	6	0	0%	$7.65M
46	46 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.55M	5	+3	+150%	$1.34M
47	47 BrenX BRNX $2.04M	3	+2	+200%	$83.4K
48	ELPW 48 Elong Power Holding Ltd ELPW $2.15M	3	+1	+50%	$98.9K
49	49 Turbo Energy TURB $11.2M	3	-1	-25%	$243K
50	ELIQ 50 DELISTED Electriq Power Holdings, Inc. ELIQ	1	+1	–	$23.2K