Opinions Mike Philbrick
Global X U.S. Electrification ETFZAPBUYJan 21, 2025
Mike PhilbrickStock price when the opinion was issued
As of Jun 10, 2026. Market Open.
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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.
Stan WongBasically 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.
Is very new and small, but it covers a space that every investor should be in. There's strong demand for energy generation.