Q2 2026 Market Themes to Watch

Electrification of Everything (EOE)

AI is driving a surge in power demand that will require years of sustained investment in grids, transmission networks, energy infrastructure and critical materials. At the same time, consumer products, supply chain reshoring and automation are competing for the same limited energy resources. Now is the time to look beyond headline AI, robotics and semiconductor names and identify growth opportunities among the companies building the backbone of the electrified economy.

Theme Details

Research

ALPS Electrification Infrastructure ETF (ELFY)

Fund Objective: Seeks investment results that correspond (before fees and expenses) generally to the performance of the Ladenburg Thalmann Electrification Infrastructure Index (LTELFYX).

The strategy is designed to provide exposure to publicly listed mid- and large-capitalization companies, with a minimum total market capitalization of at least $5 billion, that are positioned to benefit from electrification (the process of charging, equipping, supplying or operating with electricity, or the conversion of a machine or system to the use of electrical power).

Seeks growth from large- and mid-cap companies building and upgrading the power grid to meet rising electricity demand from AI data centers and the shift toward electrification. The strategy spans 18 electrification‑linked sub‑industries across utilities, industrials, energy, technology, materials and select consumer discretionary sectors.

Alerian Energy Infrastructure ETF (ENFR)

Fund Objective: Seeks investment results that correspond generally to the price and yield performance of its underlying index, the Alerian Midstream Energy Select Index (AMEI).

Diversified exposure to energy infrastructure companies, including US and Canadian midstream corporations and MLPs, with no K-1.

Delivers income‑oriented exposure to North American midstream energy infrastructure, including companies and Master Limited Partnerships (MLPs) that own and operate the pipelines, storage and processing assets that keep energy moving through the economy.

Alerian MLP ETF (AMLP)

Fund Objective: Seeks investment results that correspond generally to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index (AMZI).

Exposure to midstream MLPs with no K-1.

Delivers income‑oriented exposure to North American midstream energy infrastructure, including companies and Master Limited Partnerships (MLPs) that own and operate the pipelines, storage and processing assets that keep energy moving through the economy.

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)

Fund Objective: Seeks a combination of capital appreciation and income.

Provides targeted exposure to the nuclear and small modular reactor (SMR) value chain, complemented by a curated AI and technology sleeve designed to support the growing need for reliable power behind AI‑driven electricity demand. The strategy is enhanced by an options overlay intended to generate incremental income.

ALPS Clean Energy ETF (ACES)

Fund Objective: Seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (NACEX). 

Offers pure play exposure to US and Canadian companies involved in renewables and clean technology, including businesses supporting clean power generation, electrification and enabling solutions for a more sustainable energy sector.