
NASDAQ:ZAP
This summary was created by AI, based on 2 opinions in the last 12 months.
The Global X U.S. Electrification ETF (ZAP-Q) is garnering positive reviews from experts who appreciate its focus on companies involved in the modernization of the power grid and the electrification sector. The ETF includes a mix of utility and industrial names, with approximately 75% of its holdings in utility providers and 25% in industrial firms. Analysts point out that the growing demand for electricity in the U.S., projected to increase by 50% by 2040, positions this ETF favorably for future growth. Additionally, trends such as the re-shoring of manufacturing and electric vehicle adoption further bolster its outlook. With a decent yield of around 2% and low volatility, ZAP-Q is seen as a stable investment option compatible with continuous infrastructure improvements and modernization efforts.
Great ticker :) US names that are involved in the continuous improvement of grid and electrification. Data centres run 24/7, take an enormous amount of power and energy, and there are more coming. Performed well.
Likes it here, RSI is ~48, right at 100-day MA. Not very volatile, so not many dips. Decent yield ~2%.
It covers the power side of AI. In the US, electricity demand is expected to grow 50% by 2040. This includes grid modernization and industrial power demands. Its composition is 3/4 utility names and 1/4 industrial names. The re-shoring of manufacturing in the US is good for it as well as EV adoption. The expense ratio is 50 basis points.
Basically owns big US utilities, with about 80% in electric. ETF hasn't been around even a year, launching in December 2024 or so. Utilities have done well on the flight to safety this year. But is market reverting to risk-on assets in tech, financials, or industrials? Yes, it really has in the last month, but will that continue? Yield is ~2%.
A safe space, and you'll make money. But he thinks we're mid-cycle with more room to run in the secular bull market for industrials, financials, and tech.
Global X U.S. Electrification ETF is a American stock, trading under the symbol ZAP (previously ZAP-Q on Stockchase) on the NASDAQ (ZAP). It is usually referred to as NASDAQ:ZAP or ZAP
In the last year, 2 stock analysts issued a Buy, Sell, or Hold rating on ZAP (previously ZAP-Q on Stockchase). 2 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for Global X U.S. Electrification ETF.
Global X U.S. Electrification ETF was recommended as a Top Pick by Stan Wong on 2026-08-13. Read the latest stock experts ratings for Global X U.S. Electrification ETF.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Global X U.S. Electrification ETF.
Global X U.S. Electrification ETF is followed by 7 investors on Stockchase and is a trending stock that is worth watching.
On 2026-08-13, Global X U.S. Electrification ETF (ZAP) stock closed at a price of $33.06.
His favourite symbol of all :) AI may live in the cloud, but it still runs on electricity. We have a super-cycle ahead of us in terms of the growth of electricity and the need to generate, transmit, and manage power in the digital economy. The first boom in decades in electricity -- driven by AI, reshoring, EVs, and electrification.
US data centre electricity demand forecast to double from 31 GW in 2025 to 66 GW in 2027. (1 GW of capacity can power ~750k homes for about 1 year.) We're going to need a lot of electricity! The grid must be rebuilt and improved.
Nice thing about this ETF is that it's not all AI. It includes names in infrastructure, industrials, and utilities. So the beta is low. MER is 0.50%.