Growing power demand and shifting grid dynamics in the United States are creating opportunities for companies across the electric value chain.

As AI data centers and EVs drive up electricity demand, opportunities could emerge across the renewable energy value chain. Charting Disruption.

The Global X U.S. Electrification ETF seeks to offer exposure to companies that may benefit from increased electricity demand in the U.S.

This year’s iteration of our flagship research project, Charting Disruption 2025, aims to shed a quantifiable light on what the future may hold.

Several powerful structural trends, from climate change to disruptive technologies, are converging to create significant demand for infrastructure development.