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ZAP: Not The Best Way To Invest In The Electrification Trend
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.
Seekingalpha | 7 months ago
