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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 $203M	173	0	0%	$114M
27	27 Energy Vault NRGV $527M	157	+28	+22%	$262M
28	28 Anterix ATEX $1.63B	132	+15	+13%	$646M
29	29 Canadian Solar CSIQ $701M	128	-9	-7%	$456M
30	30 SOLV Energy Inc MWH $4.92B	112	+112	–	$3.59B
31	31 JinkoSolar JKS $430M	108	-6	-5%	$401M
32	32 Mammoth Energy Services TUSK $130M	90	+18	+25%	$86M
33	33 Tema Electrification ETF VOLT $720M	81	+27	+50%	$176M
34	34 Stem STEM $34.6M	75	-11	-13%	$17.4M
35	NXXT 35 NextNRG Inc NXXT $9.46M	74	+16	+28%	$4.15M
36	36 Global X U.S. Electrification ETF ZAP $447M	72	+26	+57%	$184M
37	37 iShares U.S. Power Infrastructure ETF POWR $442M	60	+15	+33%	$53.8M
38	ABB 38 DELISTED ABB Ltd ABB	51	-2	-4%	$134M
39	39 DELISTED ESS Tech GWH	51	-4	-7%	$8.9M
40	40 ALPS Electrification Infrastructure ETF ELFY $185M	38	+13	+52%	$35.9M
41	41 NeoVolta NEOV $134M	36	+3	+9%	$32.3M
42	42 Pioneer Power Solutions PPSI $31.4M	33	-1	-3%	$3.32M
43	43 CBAK Energy Technology Ltd CBAT $108M	28	-2	-7%	$1.51M
44	44 Dragonfly Energy DFLI $5.52M	24	-5	-17%	$1.53M
45	45 iShares Energy Storage & Materials ETF IBAT $61.8M	20	+12	+150%	$12.5M
46	46 ADS-TEC Energy ADSE $726M	17	+1	+6%	$379M
47	47 Nomad Power Solutions NMAD $63.6M	14	-3	-18%	$2.25M
48	48 VistaShares Electrification Supercycle ETF POW $56.5M	8	+4	+100%	$10.3M
49	49 Turbo Energy TURB $11.5M	8	+4	+100%	$1.15M
50	50 Bimergen Energy Corp BESS $15.3M	5	+4	+400%	$1.67M