Electrification is moving from a secular theme to a portfolio-building challenge. Over the next 25-30 years, transportation, supply chains, and power systems are likely to become increasingly electricity-intensive, putting pressure on generation, transmission, and critical-resource availability. The portfolio implication is straightforward: Investors concentrated in the companies creating incremental power demand may also want exposure to the infrastructure, energy and resources required to meet it.
Target the companies building and upgrading the power grid as electricity demand rises. ELFY offers a direct way to complement artificial intelligence (AI) and technology exposure with the infrastructure enabling electrification.
Add income-oriented exposure to North American pipelines, storage, and processing assets that move the energy required by an increasingly electrified economy. ENFR and AMLP can help connect rising power demand to the infrastructure that supports it.
Add income-oriented exposure to North American pipelines, storage, and processing assets that move the energy required by an increasingly electrified economy. ENFR and AMLP can help connect rising power demand to the infrastructure that supports it.
Broaden electrification exposure across North American clean-energy companies spanning storage, solar, and transportation solutions. ACES can complement traditional energy and grid infrastructure with exposure to the evolving power economy.
