# The most concentrated electrification ETFs

> The most concentrated electrification ETFs, ranked by the share of the fund held in its ten largest positions, as of Oct 20, 2026.

Data as of Oct 20, 2026. Rebuilt every trading night.

As of Oct 20, 2026 . Rebuilt every trading night.

## 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.

| # | 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. 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.

### Where to next

### Where these figures came from

ETFIQ links to the documents behind every figure; a link is not an endorsement.

A ranking is not a recommendation or an opinion. ETFIQ is an independent publisher, not an adviser. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: 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
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
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