Description
Electrification: where is the opportunity beyond the AI boom?
In today’s episode of ETF Intelligence, we will interview DWS’s Michael Lewis and Haneen Sakhi, exploring the investment case for electrification. From AI and data centres to transport, heating and industry, we examine what could drive electricity demand – and where the opportunities lie across power generation, networks, equipment and storage.
We also look inside the Xtrackers Electrification Technologies & Smart Grid UCITS ETF (WIRE), exploring how its index uses patent data to identify companies and what distinguishes it from a conventional utilities or clean-energy fund. How much exposure do diversified industrial businesses offer to the theme, and how can investors benefit from rising electricity demand?
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