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 (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,710 | $50,479.2 | $54,446.4 | $3,967.2 | 7.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 38,318 | $1.26M | $1.22M | -$36,018.92 | -2.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,564 | $244,356.26 | $241,215.96 | -$3,140.3 | -1.29% |
| NA Nizar Araji National Bank Of Canada /FI/ | 440 | $14,423.2 | $14,344 | -$79.2 | -0.55% |
Richard Zito Flynn Zito Capital Management LLC | 194,375 | $6.28M | $6.19M | -$88,890.95 | -1.42% |
| NASDAQ (NGS) Exchange | US Country |