ALPS Electrification Infrastructure ETF

ELFY

Market cap $189M

Recent headlines about slowing AI spending and volatile tech stocks miss a bigger story. The U.S. power grid isn't ready for what's coming.

Electrification ETFs, commodities, and the line between investing and speculation were at the center of this week's ETF Prime. Host Nate Geraci welcomed Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, and Dave Nadig of ETF.com.

While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in 2026.

The SpaceX IPO and its ripple effects across the ETF landscape were front and center on this week's ETF Prime. Host Nate Geraci welcomed Zeno Mercer, head of robotics and AI research at VettaFi, and Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors.

U.S. electricity demand is climbing at a pace not seen since the post-World War II electrification era. However, according to one index architect — investors may be eyeing the wrong corner of the trade.

Participate in artificial intelligence (AI) investing long enough and you're apt to hear plenty about this disruptive technology's substantial power demands. Market participants know the anecdotes.

Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems —  AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.

The electrification of the U.S. economy is straining power grid infrastructure from multiple directions. State renewable mandates, fossil fuel plant retirements, manufacturing reshoring, and AI data centers are all bearing down on a system struggling to keep up.

Between rising demand created by artificial intelligence data centers and the pressing need to shore up energy grids, market participants hear plenty about the electrification infrastructure investment thesis. It's one rooted in sound fundamentals and accessible via select ETFs, including the ALPS Electrification Infrastructure ETF (ELFY).

Designed to provide broad exposure to the Utilities/Infrastructure ETFs category of the market, the ALPS Electrification Infrastructure ETF (ELFY) is a smart beta exchange traded fund launched on 04/09/2025.