The Global X U.S. Electrification ETF has surged 25% since launch, helped by insatiable AI-driven power demand. The fund is heavily weighted toward utilities and in my view lacks exposure to significant parts of the broader theme. There are alternative ETFs which seem to capture the concept better.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,740 | $51,364.8 | $57,715.8 | $6,351 | 12.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,793 | $186,302.88 | $192,153.81 | $5,850.93 | 3.14% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 148,190 | $4.77M | $4.92M | $149,671.9 | 3.14% |
| KRB Kyle R. Bubeck Systelligence LLC | 80,703 | $2.4M | $2.68M | $281,411.24 | 11.73% |
Daniel Bennett APS Management Group Inc. | 14,128 | $420,954.76 | $468,484.48 | $47,529.72 | 11.29% |
| NASDAQ (NGS) Exchange | US Country |