iShares U.S. Power Infrastructure ETF

POWR

Market cap $130M

AIPO and peers tap AI's hidden layer as surging data center power needs drive infrastructure ETFs to ride the electrification-fueled growth wave.

The iShares MSCI Global Energy Producers ETF (FILL) transitioned to the iShares U.S. Power Infrastructure ETF (POWR) in October 2025. This change shifts the fund's focus from global oil and gas equities to U.S. power infrastructure companies. The new mandate aims to track an index of public companies involved in U.S. power infrastructure.

iShares U.S. Power Infrastructure ETF is rated a buy, offering diversified exposure to the surging U.S. power infrastructure market. POWR benefits from robust electricity demand growth, strong price momentum, and a 6.5% dividend yield with prospects for further dividend hikes in 2026. The ETF's portfolio spans utilities, industrials, energy, and technology, with top holdings like NEE, SO, DUK, PWR, and GEV driving solid returns.

It's not just the big hyperscalers, semiconductor plays, or other data center builders that stand to benefit from the AI revolution.

The energy sector may regain momentum as oil prices rise and geopolitical risks increase. iShares MSCI Global Energy Producers ETF provides exposure to global energy companies beyond the US. FILL's portfolio includes major energy players worldwide, offering a diversified approach to investing in energy producers.