Domestic for-profit utilities are spending big to meet the artificial intelligence (AI) demand moment. Regulatory Research Associates estimates that from 2026 through 2030, U.S. utilities will shell out a staggering $1.3 trillion to meet AI-related demands while enhancing reliability and modernizing power grids.
Making its debut on 04/09/2025, smart beta exchange traded fund ALPS Electrification Infrastructure ETF (ELFY) provides investors broad exposure to the Utilities/Infrastructure ETFs category of the market.
Designed to provide broad exposure to the Utilities - Infrastructure segment of the equity market, the ALPS Electrification Infrastructure ETF (ELFY) is a passively managed exchange traded fund launched on April 9, 2025.
U.S. electricity demand is climbing at a pace not seen since the post-World War II electrification era. However, according to one index architect — investors may be eyeing the wrong corner of the trade.
Participate in artificial intelligence (AI) investing long enough and you're apt to hear plenty about this disruptive technology's substantial power demands. Market participants know the anecdotes.
Between rising demand created by artificial intelligence data centers and the pressing need to shore up energy grids, market participants hear plenty about the electrification infrastructure investment thesis. It's one rooted in sound fundamentals and accessible via select ETFs, including the ALPS Electrification Infrastructure ETF (ELFY).
Designed to provide broad exposure to the Utilities/Infrastructure ETFs category of the market, the ALPS Electrification Infrastructure ETF (ELFY) is a smart beta exchange traded fund launched on 04/09/2025.
If you're interested in broad exposure to the Utilities - Infrastructure segment of the equity market, look no further than the ALPS Electrification Infrastructure ETF (ELFY), a passively managed exchange traded fund launched on April 9, 2025.
Infrastructure is getting a fresh look. Investors are questioning whether the classic 60/40 portfolio still holds up in an environment with inflation.
If this year has taught us anything, it is the importance of power — and knowing where it comes from. Since the U.S.-Israel-Iran war kicked off, chaos in the Middle East has driven energy prices and inflation higher and higher.
Thematic investing has returned to the spotlight, but investors are moving beyond direct AI plays to focus on electrification infrastructure needed to power data centers and artificial intelligence (AI) growth. Key Takeaways: ELFI provides broad electrification exposure through utilities, uranium, copper, and two other sectors with equal weighting.
Data center developers plan to reduce their reliance on utility grids by investing in onsite power for rapidly scaling facilities. The shift creates opportunities for electrification infrastructure providers as energy independence takes on new urgency.