The American grid is being asked to do something it was never designed to do: power an artificial intelligence (AI) build-out, electrify transportation, support reshored manufacturing, and replace aging transmission lines all at the same time. This is a multi-year capital cycle that spans several sectors. The investors who own only one layer of it will miss most of the story.
These six exchange-traded funds (ETFs) cover the full stack of the grid resilience theme.
This post originally appeared at 24/7 Wall St.