The most concentrated electrification ETFs
See 10 funds ranked by the share of the fund held in its ten largest positions. Updated Oct 20, 2026. Two funds on one theme can hold ten names or two hundred. Fund names do not show which.
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| # | Ticker | Fund | Top ten weight ↓ | Holdings | Net assets | Total return, 1Y |
|---|---|---|---|---|---|---|
| 1 | JOUL | Corgi High Voltage Grid Equipment ETF | 65.2% | 18 | $9m | too new |
| 2 | GRID | First Trust NASDAQ Clean Edge Smart Grid | 57.1% | 123 | $11.4bn | +9.0% |
| 3 | VOLT | Tema Electrification ETF | 54.9% | 26 | $784m | +12.5% |
| 4 | TPZ | Tortoise Electrification Infrastructure | 52.7% | 31 | $129m | −0.2% |
| 5 | POWR | iShares U.S. Power Infrastructure ETF | 47.3% | 68 | $438m | +5.5% |
| 6 | ZAP | Global X U.S. Electrification ETF | 41.9% | 45 | $451m | +2.5% |
| 7 | POW | VistaShares Electrification Supercycle E | 40.6% | 50 | $56m | too new |
| 8 | FPWR | First Trust EIP Power Solutions ETF | 34.8% | 60 | $33m | +8.7% |
| 9 | ELFY | ALPS Electrification Infrastructure ETF | 13.8% | 108 | $203m | +2.8% |
| 10 | TRFM | AAM Transformers ETF | 8.0% | 310 | $248m | +12.8% |
Method
The 10 of 12 ETFs in the electrification and the grid theme with a filed book, most concentrated first.
The rest of the method
Across the funds listed here the weight in the ten largest runs from 8.0% to 65.2%. Concentration is not a fault. It shows how much rides on ten holdings. The list sorts one published figure, with no scoring or weighting. Every fund ETFIQ covers in this category is eligible, closed funds included.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A ranking is not a recommendation or an opinion.
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ETFIQ, The most concentrated electrification ETFs, ranked by the share of the fund held in its ten largest positions, data as of Oct 20, 2026. https://etfiq.com/rankings/themes-concentrated-electrification
ETFIQ. (Oct 20, 2026). The most concentrated electrification ETFs, ranked by the share of the fund held in its ten largest positions. Retrieved from https://etfiq.com/rankings/themes-concentrated-electrification
[The most concentrated electrification ETFs, ranked by the share of the fund held in its ten largest positions (ETFIQ, Oct 20, 2026)](https://etfiq.com/rankings/themes-concentrated-electrification)
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