Electrification Boom Meets Supply Chain Reality
Etftrends·2026-03-16 15:02Electrification Boom Meets Supply Chain Reality | ETF Trends ELFY doesn't chase renewable energy generation. Instead, it focuses on the companies supplying the picks and shovels for grid modernization. The fund holds manufacturers of transformers, switchgear, thermal management systems, and the raw materials feeding those industries. Equipment Makers Lead Portfolio The fund's top holdings include companies directly exposed to grid buildout and equipment shortages, with positions weighted around 1% each, acc ...