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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 $701M	137	+21	+18%	$626M
27	27 Energy Vault NRGV $527M	129	+34	+36%	$306M
28	28 Anterix ATEX $1.63B	117	+6	+5%	$353M
29	29 JinkoSolar JKS $430M	114	0	0%	$423M
30	30 Stem STEM $34.6M	86	+1	+1%	$27.9M
31	31 Mammoth Energy Services TUSK $130M	72	-5	-6%	$63.6M
32	NXXT 32 NextNRG Inc NXXT $9.46M	58	+10	+21%	$11.3M
33	33 DELISTED ESS Tech GWH	55	+9	+20%	$11.9M
34	34 Tema Electrification ETF VOLT $720M	54	+40	+286%	$132M
35	ABB 35 DELISTED ABB Ltd ABB	53	+4	+8%	$305M
36	36 Global X U.S. Electrification ETF ZAP $447M	46	+17	+59%	$113M
37	37 iShares U.S. Power Infrastructure ETF POWR $442M	45	-4	-8%	$22.6M
38	38 Pioneer Power Solutions PPSI $31.4M	34	+6	+21%	$4.12M
39	39 NeoVolta NEOV $134M	33	+8	+32%	$26.2M
40	40 CBAK Energy Technology Ltd CBAT $108M	30	+4	+15%	$1.76M
41	41 Dragonfly Energy DFLI $5.52M	29	+5	+21%	$5.09M
42	42 ALPS Electrification Infrastructure ETF ELFY $185M	25	+8	+47%	$41.6M
43	43 Nomad Power Solutions NMAD $63.6M	17	+1	+6%	$2.97M
44	44 ADS-TEC Energy ADSE $726M	16	-4	-20%	$366M
45	45 iShares Energy Storage & Materials ETF IBAT $61.8M	8	+2	+33%	$3.92M
46	46 VistaShares Electrification Supercycle ETF POW $56.5M	4	+4	–	$1.4M
47	47 TrueShares Eagle Global Next Gen Power Infrastructure ETF PWRZ $5.54M	4	-1	-20%	$1.64M
48	48 Turbo Energy TURB $11.5M	4	+1	+33%	$67K
49	49 BrenX BRNX $2.08M	2	-1	-33%	$6.93K
50	ELPW 50 Elong Power Holding Ltd ELPW $2.27M	2	-1	-33%	$31.1K