First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

GRID

時価総額 $114億

Looking for broad exposure to the Utilities - Infrastructure segment of the equity market? You should consider the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID), a passively managed exchange traded fund launched on November 16, 2009.

AI's super-cycle is driving record infrastructure investment, boosting demand for data centers, power and equipment and spotlighting ETFs.

The AI-driven equity rally faces mounting risks from extreme valuations, fragile credit markets, and insider selling reminiscent of past bubbles. AI infrastructure growth is constrained by U.S. electrical grid limitations, regulatory hurdles, and rising costs for power generation at new data centers.

Inclusion places Tantalus among the global companies advancing smart grid and electric infrastructure technologies Burnaby, British Columbia--(Newsfile Corp. - September 24, 2026) - Tantalus Systems (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, announced today that it has been added to the Nasdaq OMX Clean Edge Smart Grid Infrastructure™ Index (the "QGRD™ Index"), effective prior to market open on September 21, 2026, as part of the Index's September 2026 semi-annual reconstitution. With its inclusion in the QGRD Index, Tantalus is now a holding of the First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund (NASDAQ: GRID) (the "Fund"), an exchange-traded fund that tracks the QGRD Index and reported approximately US$12.1 billion in net assets as of September 22, 2026.

The U.S. grid rebuild is accelerating fast enough that three very different ETFs are all chasing the same dollars, but they disagree sharply on where the real money gets made.

AI monetization requires a breakthrough consumer hardware platform, not just incremental chatbot subscriptions or failed wearable devices. A stationary, powerful home AI companion—an autonomous computational hub—could revolutionize personal computing and smart home integration.

Nvidia Corporation and Broadcom Inc. remain top "picks and shovels" AI plays, delivering exceptional earnings and bullish guidance. AI CapEx by hyperscalers is surging, with 2027 spending estimates for the top six players possibly exceeding $1.3T, fueling NVDA's and AVGO's growth.

AI-driven data center power demand is transforming utilities from defensive income plays to growth vehicles, with demand expected to more than double by 2027. Investors can choose between aggressive growth via Defiance AI & Power Infrastructure ETF (AIPO) or lower-volatility, regulated exposure through Utilities Select Sector SPDR ETF (XLU).

Nvidia's strong earnings signal genuine, funded demand in the AI infrastructure build-out, impacting the entire semiconductor stack. AI-related stocks surged on Nvidia's print, but much of the move reflects sentiment rather than company-specific fundamentals.

The global energy transition is advancing, but fossil fuels still outperform renewables on return rates, slowing structural change. Renewables have achieved cost competitiveness and scale, yet overcoming the price barrier requires robust public policy and carbon pricing.