Energy Transition ›
Electrification
Grid expansion, transformers, switchgear, transmission and HVDC infrastructure.
Active institutional exposure flipped from a net outflow of $2.7 billion in Q1 2026 to a net inflow of $6.0 billion in Q2 2026. 60.4% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
High-voltage transmission lines, substations and grid capacity buildout.
41 companiesExplore
Software platforms for grid monitoring, optimization and demand response.
8 companiesExplore
High-voltage direct current transmission for long-distance and offshore power.
2 companiesExplore
Electrical transformers and switching equipment critical for grid infrastructure.
11 companiesExplore
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.