Opinions Stan Wong
Global X U.S. Electrification ETFZAPTOP PICKApr 06, 2026
Stan WongOwned
$32.38
Stock price when the opinion was issued
$32.60
As of Jun 10, 2026. Market Open.
E.T.F.'s
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PARTIAL SELL
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.
E.T.F.'s
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.