VistaShares Electrification Supercycle ETF (POW) Holdings
POW holdings summary
as of Oct 24, 2026- Holdings
- 51 positions listed
- Top 10 weight
- 40.5% of net assets
- Effective holdings
- 35 equal-weight equivalent
- Largest holding
- 2308 5.59% Delta Electronics Inc
- Annual turnover
- — of the portfolio traded
All POW holdings
| # | Name | ||||||
|---|---|---|---|---|---|---|---|
| 1 | 2308 | Delta Electronics Inc | Technology | 5.59% | $3.0M | — | — |
| 2 | PWR | Quanta Services, Inc. | Industrials | 5.31% | $2.9M | $95.00B | 72.4 |
| 3 | ETN | Eaton Corporation plc | Industrials | 5.05% | $2.7M | $151.92B | 39.8 |
| 4 | NVT | nVent Electric plc | Industrials | 3.75% | $2.0M | $22.99B | 39.3 |
| 5 | PRY | Prysmian SpA | Industrials | 3.74% | $2.0M | — | — |
| 6 | 010120 | LS Electric | Industrials | 3.64% | $2.0M | — | — |
| 7 | HUBB | Hubbell Incorporated | Industrials | 3.40% | $1.8M | $24.36B | 27.3 |
| 8 | POWL | Powell Industries, Inc. | Industrials | 3.39% | $1.8M | $6.02B | 31.6 |
| 9 | GEV | GE Vernova Inc. | Industrials | 3.30% | $1.8M | $245.35B | 26.4 |
| 10 | 298040 | Hyosung Heavy Industries Corp | Industrials | 3.30% | $1.8M | — | — |
| 11 | AEP | American Electric Power Company, Inc. | Utilities | 3.25% | $1.8M | $69.21B | 22.0 |
| 12 | BELFB | Bel Fuse Inc. | Technology | 3.08% | $1.7M | $3.00B | 50.8 |
| 13 | BE | Bloom Energy Corporation | Industrials | 2.96% | $1.6M | $65.18B | 291.2 |
| 14 | ENR | Siemens Energy AG | Industrials | 2.92% | $1.6M | — | — |
| 15 | NEE | NextEra Energy, Inc. | Utilities | 2.60% | $1.4M | $166.46B | 17.9 |
| 16 | XEL | Xcel Energy Inc. | Utilities | 2.58% | $1.4M | $47.67B | 20.9 |
| 17 | HMDPF | Hammond Power Solutions Inc | Industrials | 2.45% | $1.3M | — | — |
| 18 | FPS | Forgent Power Solutions, Inc. | Industrials | 2.12% | $1.1M | $10.11B | 105.6 |
| 19 | ABBNY | ABB Ltd | Industrials | 1.95% | $1.1M | — | — |
| 20 | TLN | Talen Energy Corporation | Utilities | 1.94% | $1.0M | $16.78B | — |
| 21 | 5803 | Fujikura Ltd. | Industrials | 1.93% | $1.0M | — | — |
| 22 | 103590 | Iljin Electric Co | Industrials | 1.83% | $987,820.77 | — | — |
| 23 | AEIS | Advanced Energy Industries, Inc. | Industrials | 1.80% | $973,928.36 | $9.53B | 44.1 |
| 24 | APH | Amphenol Corporation | Technology | 1.73% | $937,602.67 | $195.67B | 39.7 |
| 25 | VST | Vistra Corp. | Utilities | 1.72% | $927,602.30 | $51.02B | 25.6 |
| 26 | CEG | Constellation Energy Corporation | Utilities | 1.64% | $888,303.53 | $96.15B | 26.5 |
| 27 | VICR | Vicor Corporation | Technology | 1.63% | $879,978.89 | $8.83B | 61.2 |
| 28 | EXC | Exelon Corporation | Utilities | 1.56% | $842,896.42 | $44.82B | 16.0 |
| 29 | ENEL | Enel SpA | Utilities | 1.55% | $840,355.79 | — | — |
| 30 | 373220 | LG Energy Solution Ltd | Industrials | 1.55% | $835,436.69 | — | — |
| 31 | 300274 | Sungrow Power Supply Co Ltd | Industrials | 1.53% | $826,517.43 | — | — |
| 32 | NG | National Grid PLC | Utilities | 1.47% | $792,570.22 | — | — |
| 33 | ES | Eversource Energy | Utilities | 1.34% | $726,892.08 | $25.18B | 17.3 |
| 34 | SU | Schneider Electric S.E. | Industrials | 1.21% | $652,510.92 | — | — |
| 35 | MTZ | MasTec, Inc. | Industrials | 1.13% | $611,644.52 | $15.34B | 30.5 |
| 36 | NXT | Nextracker Inc. | Technology | 1.12% | $604,022.62 | $12.30B | 20.7 |
| 37 | LFUS | Littelfuse, Inc. | Technology | 1.05% | $569,102.39 | $9.67B | — |
| 38 | IBE | Iberdrola S.A. | Utilities | 1.05% | $565,048.18 | — | — |
| 39 | ENPH | Enphase Energy, Inc. | Technology | 0.90% | $488,991.28 | $4.05B | 30.6 |
| 40 | ENGI | Engie S.A. | Utilities | 0.89% | $480,612.59 | — | — |
| 41 | ENS | EnerSys | Industrials | 0.89% | $479,747.69 | $6.08B | 18.1 |
| 42 | FREY | FREYR Battery SA | Industrials | 0.60% | $324,228.36 | — | — |
| 43 | EIX | Edison International | Utilities | 0.47% | $252,225.66 | $21.52B | 5.8 |
| 44 | SEDG | SolarEdge Technologies, Inc. | Technology | 0.46% | $250,658.03 | $1.93B | — |
| 45 | NRG | NRG Energy, Inc. | Utilities | 0.44% | $237,630.52 | $21.81B | 27.2 |
| 46 | PCG | PG&E Corporation | Utilities | 0.41% | $221,792.09 | $39.30B | 9.5 |
| 47 | BEP-UN | Brookfield Renewable Partners L.P | Utilities | 0.41% | $221,629.92 | — | — |
| 48 | REE | Red Eléctrica Corporación S.A. | Utilities | 0.38% | $203,791.41 | — | — |
| 49 | NOFR | OY Nofar Energy Ltd | Utilities | 0.28% | $150,546.18 | — | — |
| 50 | FLNC | Fluence Energy, Inc. | Utilities | 0.27% | $148,167.71 | $1.13B | — |
| 51 | FGXXX | First American Funds Inc. - Government Obligations Fund | Other | 0.16% | $84,489.65 | — | — |
Weights as a percentage of net assets. Value held = weight × net assets ($54.1M). Market cap and P/E from each company's latest fundamentals (U.S.-listed stocks).
POW sector breakdown
| Sector | Weight | Holdings | Largest |
|---|---|---|---|
| Industrials | 59.7% | 23 | PWR, ETN, NVT |
| Utilities | 24.2% | 19 | AEP, NEE, XEL |
| Technology | 15.6% | 8 | 2308, BELFB, APH |
| Other | 0.2% | 1 | FGXXX |
Sum of the weights of the holdings in each sector.
POW top industries
POW overlap with other ETFs
| ETF | Fund | Overlap | Shared holdings | Expense ratio |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 2.2% | 19 of 8,035 | 0.05% |
| VTI | Vanguard Total Stock Market ETF | 2.0% | 31 of 2,941 | 0.03% |
| SPY | SPDR S&P 500 ETF | 2.0% | 16 of 502 | 0.09% |
| QQQ | Invesco QQQ ETF | 1.1% | 4 of 101 | 0.17% |
| IWM | iShares Russell 2000 ETF | 0.4% | 5 of 1,962 | 0.19% |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.0% | 0 of 30 | 0.16% |
Overlap = sum over shared holdings of the smaller of the two weights. 100% means identical portfolios.
About the POW portfolio
VistaShares Electrification Supercycle ETF holds 51 positions. The ten largest make up 40.5% of the fund and the top 50 99.6%, so it behaves like a portfolio of about 35 equally weighted stocks. The biggest positions are Delta Electronics Inc (5.59%), Quanta Services, Inc. (5.31%), Eaton Corporation plc (5.05%), nVent Electric plc (3.75%), Prysmian SpA (3.74%).
By sector, Industrials is 59.7%, Utilities is 24.2%, Technology is 15.6%. Holdings data is from the fund's latest portfolio as reported by EODHD on October 24, 2026; positions change as the fund rebalances.
Related: POW chart, POW dividends, POW valuation, POW overview.
POW holdings FAQ
How many holdings does POW have?
POW holds 51 positions as of October 24, 2026.
What are the top 10 holdings of POW?
The ten largest holdings are Delta Electronics Inc (5.59%), Quanta Services, Inc. (5.31%), Eaton Corporation plc (5.05%), nVent Electric plc (3.75%), Prysmian SpA (3.74%), LS Electric (3.64%), Hubbell Incorporated (3.40%), Powell Industries, Inc. (3.39%), GE Vernova Inc. (3.30%), Hyosung Heavy Industries Corp (3.30%). Together they are 40.5% of the fund.
What percentage of POW is Delta Electronics Inc?
Delta Electronics Inc is the largest holding at 5.59% of net assets, about $3.0M of the fund's $54.1M.
Which sector is the largest in POW?
Industrials is the largest sector at 59.7%, followed by Utilities (24.2%) and Technology (15.6%), based on the sectors of the individual holdings.
How concentrated is POW?
The top 10 holdings are 40.5% of the fund. By the effective number of holdings (1 divided by the sum of squared weights) POW behaves like a portfolio of about 35 equally weighted stocks.