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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
Fund Trends Fund Holders Stocks
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2
# Name Funds
holding
Growth Growth % Fund
value
51
NXXT
51
NextNRG Inc
NXXT
$9.69M
– – – –
52
POW icon
52
VistaShares Electrification Supercycle ETF
POW
$53.8M
– – – –
53
PWRZ icon
53
TrueShares Eagle Global Next Gen Power Infrastructure ETF
PWRZ
$5.51M
– – – –
54
QTEK
54
DELISTED
QualTek Services Inc. Class A Common Stock
QTEK
– – – –
55
STEM icon
55
Stem
STEM
$34.2M
– – – –
56
TURB icon
56
Turbo Energy
TURB
$11.2M
– – – –
57
VOLT icon
57
Tema Electrification ETF
VOLT
$692M
– – – –
58
WATS icon
58
Corgi Battery Energy Storage Systems ETF
WATS
$458K
– – – –
59
ZAP icon
59
Global X U.S. Electrification ETF
ZAP
$440M
– – – –
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme