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.
Electrification of Everything (EOE)
ALPS Electrification Infrastructure ETF
Alerian MLP ETF
Alerian Energy Infrastructure ETF
ALPS Nautilus SMR, Nuclear & Technology ETF
ALPS Clean Energy ETF
Theme Details
Research
ALPS Electrification Infrastructure ETF (ELFY)
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)
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)
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)
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)
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.