# Portfolio overlap — POW vs ZAP

Comparing **Vistashares Electrification Supercycle ETF** (2026-02-28) and **Global X U.S. Electrification ETF** (2026-04-30).

- Shared positions: 13
- Vistashares Electrification Supercycle ETF covered by Global X U.S. Electrification ETF: 0.2034823075939239053199943887
- Global X U.S. Electrification ETF covered by Vistashares Electrification Supercycle ETF: 0.2034823075939239053199943888

## 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 | ✓ |

## Global X U.S. Electrification ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| QUANTA SERVICES INC COMMON STOCK | 0.059862 |  |
| BLOOM ENERGY CORP- A COMMON STOCK | 0.049758 |  |
| AMETEK INC COMMON STOCK | 0.045268 |  |
| ENTERGY CORP | 0.043895 |  |
| AMERICAN ELECTRIC POWER COMMON STOCK | 0.041648 |  |
| National Grid PLC SPON ADR EACH REP 5 ORD SHS | 0.041544 |  |
| EATON CORP PLC | 0.041326 |  |
| NEXTERA ENERGY INC | 0.041281 | ✓ |
| CONSOLIDATED EDISON INC | 0.039330 | ✓ |
| DOMINION ENERGY INC | 0.037998 |  |
| XCEL ENERGY INC | 0.036475 | ✓ |
| DUKE ENERGY CORP NEW | 0.035976 | ✓ |
| SOUTHERN CO | 0.035287 | ✓ |
| PUB SERV ENTERP | 0.034399 |  |
| EXELON CORP | 0.034352 | ✓ |
| AMEREN CORPORATION COMMON STOCK | 0.031860 |  |
| FIRSTENERGY CORP | 0.028964 |  |
| CONSTELLATION ENERGY CORP | 0.028861 | ✓ |
| VISTRA CORP | 0.027957 |  |
| EVERSOURCE ENERGY | 0.027653 | ✓ |
| HUBBELL INC | 0.027326 | ✓ |
| EDISON INTL | 0.025968 | ✓ |
| MASTEC INC | 0.023958 | ✓ |
| ALLIANT ENERGY CORP COMMON STOCK | 0.019842 |  |
| EVERGY INC | 0.019777 |  |
| TALEN ENERGY CORP | 0.017967 |  |
| EMERA INC | 0.016799 |  |
| PINNACLE WEST CAPITAL CORP | 0.012988 |  |
| OGE ENERGY CORP | 0.010238 |  |
| IDACORP INC | 0.008331 |  |
| ENERSYS INC | 0.007488 | ✓ |
| ORMAT TECHNOLOGIES INC | 0.007032 |  |
| TXNM ENERGY INC | 0.006443 |  |
| PORTLAND GENERAL ELECTRIC CO | 0.005872 |  |
| NORTHWESTERN ENERGY GROUP INC | 0.004535 |  |
| PLUG POWER INC | 0.003673 |  |
| CLEARWAY ENERGY INC CL C | 0.003398 |  |
| AVISTA CORP | 0.003373 |  |
| HAWAIIAN ELECTRIC INDS INC | 0.002650 |  |
| AMERICAN SUPERCONDUCTOR CORP COMMON STOCK | 0.002293 |  |
| EOS ENERGY ENTERPRISES INC | 0.001752 |  |
| NUSCALE POWER CORP | 0.001386 |  |
| AMERESCO INC-CL A COMMON STOCK | 0.000949 |  |
| FLUENCE ENERGY INC | 0.000699 | ✓ |
| FUELCELL ENERGY INC | 0.000483 |  |
| ENERGY VAULT HOLDINGS INC A | 0.000391 |  |
| EVGO INC CL A | 0.000285 |  |
| GENIE ENERGY LTD B | 0.000183 |  |
| CHARGEPOINT HOLDINGS INC CL A | 0.000145 |  |
| BLINK CHARGING CO | 0.000080 |  |


## 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 `0002048251-26-005530` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126005530/0002048251-26-005530-index.htm>

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