# Portfolio overlap — POW vs POWR

Comparing **Vistashares Electrification Supercycle ETF** (2026-02-28) and **iShares U.S. Power Infrastructure ETF** (2026-03-31).

- Shared positions: 21
- Vistashares Electrification Supercycle ETF covered by iShares U.S. Power Infrastructure ETF: 0.3005673235069116207800400899
- iShares U.S. Power Infrastructure ETF covered by Vistashares Electrification Supercycle ETF: 0.3005673235069116207800400899

## Vistashares Electrification Supercycle ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LS ELECTRIC CO L | 0.078051 |  |
| DELTA ELEC | 0.058890 |  |
| HYOSUNG HEAVY IN | 0.055623 |  |
| POWELL INDUSTRIES INC | 0.050152 | ✓ |
| EATON CORP PLC | 0.044741 |  |
| VICOR CORPORATION | 0.044497 |  |
| QUANTA SVCS INC | 0.042311 | ✓ |
| SIEMENS ENERGY AG | 0.038182 |  |
| PRYSMIAN SPA | 0.037168 |  |
| HUBBELL INC | 0.036148 | ✓ |
| GE VERNOVA LLC | 0.035737 | ✓ |
| NVENT ELECTRIC PLC | 0.032621 |  |
| ENGIE | 0.029846 |  |
| NEXTERA ENERGY INC | 0.025716 | ✓ |
| XCEL ENERGY INC | 0.024544 | ✓ |
| EXELON CORP | 0.023478 | ✓ |
| BEL FUSE INC NV CL B | 0.022352 |  |
| CONSTELLATION ENERGY CORP | 0.020154 | ✓ |
| CONSOLIDATED EDISON INC | 0.019919 | ✓ |
| MASTEC INC | 0.019595 |  |
| NATIONAL GRID PL | 0.019413 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.016974 | ✓ |
| ENEL SPA | 0.016638 |  |
| LITTELFUSE INC | 0.016611 |  |
| EVERSOURCE ENERGY | 0.014445 | ✓ |
| SCHNEIDER ELECTR | 0.014401 |  |
| SUNGROW POWER -A | 0.014240 |  |
| EDISON INTL | 0.014050 | ✓ |
| ADV ENERGY INDS | 0.012124 |  |
| PG&E CORP | 0.011040 | ✓ |
| FRST AM-GV OB-X | 0.009370 |  |
| IBERDROLA SA | 0.009169 |  |
| NRG ENERGY INC | 0.008434 | ✓ |
| ENERSYS INC | 0.008118 | ✓ |
| ENPHASE ENERGY INC | 0.007018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005975 |  |
| AES CORP | 0.005195 | ✓ |
| KYUSHU ELEC PWR | 0.004503 |  |
| Brookfield Renewable Partners LP | 0.004132 |  |
| GINLONG TECHNO-A | 0.003895 |  |
| KANSAI ELECTRIC POWER CO INC | 0.003880 |  |
| SOUTHERN CO | 0.003811 | ✓ |
| REDEIA CORP SA COMMON STOCK | 0.003670 |  |
| KOREA ELEC POWER | 0.003120 |  |
| GCL SYSTEM INT-A | 0.003071 |  |
| HANWHA SOLUTIONS | 0.003066 |  |
| SOLAREDGE TECHNOLOGIES INC | 0.002771 | ✓ |
| OY NOFAR ENERGY | 0.002665 |  |
| FLUENCE ENERGY INC | 0.002316 |  |
| DUKE ENERGY CORP NEW | 0.002259 | ✓ |

## iShares U.S. Power Infrastructure ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GE VERNOVA LLC | 0.060188 | ✓ |
| NEXTERA ENERGY INC | 0.059271 | ✓ |
| EATON CORP PLC | 0.058801 |  |
| QUANTA SVCS INC | 0.056559 | ✓ |
| EQT CORPORATION | 0.052199 |  |
| SOUTHERN CO | 0.039339 | ✓ |
| DUKE ENERGY CORP NEW | 0.037687 | ✓ |
| EXPAND ENERGY CORP | 0.034363 |  |
| HUBBELL INC | 0.034286 | ✓ |
| CONSTELLATION ENERGY CORP | 0.032200 | ✓ |
| FIRST SOLAR INC | 0.027822 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.026236 | ✓ |
| NVENT ELECTRIC | 0.025080 |  |
| NEXTRACKER INC CL A | 0.023524 | ✓ |
| DOMINION ENERGY INC | 0.019539 |  |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.019423 |  |
| ENTERGY CORP | 0.018812 |  |
| EXELON CORP | 0.018559 | ✓ |
| VISTRA CORP | 0.017737 |  |
| XCEL ENERGY INC | 0.017391 | ✓ |
| ANTERO RESOURCES | 0.016348 |  |
| CONSOLIDATED EDISON INC | 0.015121 | ✓ |
| GENERAC HOLDINGS INC | 0.015055 |  |
| PUB SERV ENTERP | 0.014956 |  |
| PG&E CORP | 0.014297 | ✓ |
| RANGE RESOURCES CORP | 0.014069 |  |
| WEC ENERGY GROUP INC | 0.013943 |  |
| NRG ENERGY INC | 0.011482 | ✓ |
| AMEREN CORP | 0.011244 |  |
| DTE ENERGY CO | 0.011238 |  |
| PPL CORPORATION | 0.010467 |  |
| CENTERPOINT ENERGY INC | 0.010436 |  |
| EDISON INTL | 0.010423 | ✓ |
| VALMONT INDUSTRIES INC | 0.010334 |  |
| FIRSTENERGY CORP | 0.009751 |  |
| EVERSOURCE ENERGY | 0.009629 | ✓ |
| CMS ENERGY CORP | 0.008799 |  |
| ENERSYS INC | 0.008409 | ✓ |
| CNX RESOURCES CORP | 0.007212 |  |
| CORE NATURAL RESOURCES INC | 0.007048 |  |
| EVERGY INC | 0.006987 |  |
| ALLIANT ENERGY CORPORATION | 0.006831 |  |
| POWELL INDUSTRIES INC | 0.006716 | ✓ |
| ENPHASE ENERGY INC | 0.006502 | ✓ |
| WARRIOR MET COAL INC | 0.006436 |  |
| MYR GROUP INC/DELAWARE | 0.005757 |  |
| TALEN ENERGY CORP | 0.005406 |  |
| ITRON INC | 0.005394 |  |
| PINNACLE WEST CAPITAL CORP | 0.004471 |  |
| SOLAREDGE TECHNOLOGIES INC | 0.004010 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002000324-26-001584` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1722388/000200032426001584/0002000324-26-001584-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003735` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/930667/000100472626003735/0001004726-26-003735-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_