ELFY: Investing In The Inevitable Mismatch Between US Grid Supply And Demand

The ALPS Electrification Infrastructure ETF (ELFY) targets beneficiaries of accelerating electrification, with a focus on grid infrastructure and transmission bottlenecks. ELFY has delivered a 53.79% total return since inception and a 42% market price return over the past 12 months, reflecting strong sector tailwinds. The ETF is highly diversified, with the top ten holdings comprising only 10% of assets, and sector allocations led by utilities and industrials. ELFY offers diversification for clean energy portfolios, driven by private sector demand rather than government policy, and is positioned as a lower risk investment. ELFY is positioned to benefit by the US grid infrastructure mismatch.

The ALPS Electrification Infrastructure ETF, ELFY, (the “Fund”) is an exchange-traded fund launched April 9, 2025, by SS&C ALPS Advisors. The Fund’s Assets Under Management is just above $200 million, and it has an expense ratio of 0.50%, equal to the median of all ETFs.