Core Insights - Crumly & Associates Inc. has disclosed a new position in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID), acquiring 49,139 shares valued at approximately $7.52 million [1][2] - The fund targets companies involved in smart grid and energy infrastructure, utilizing a rules-based, index-tracking approach [6][9] - GRID has shown strong performance, with a 33.7% increase in share price over the past year, outperforming the S&P 500 by 14.4 percentage points [3][10] Fund Overview - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund has total assets under management (AUM) of $5.26 billion [4] - As of the latest report, GRID shares are priced at $156.56, with a dividend yield of 1.0% [4] - The fund's investment strategy focuses on companies engaged in smart grid technologies, electric meters, and energy management systems [9] Investment Implications - Crumly & Associates' investment may indicate a long-term view on the importance of electrification and grid modernization across economic cycles [10] - The smart grid theme has proven successful, with GRID's performance driven by investments in companies related to transmission and power management rather than solely renewable energy [10] - The fund's underlying holdings include major companies like ABB, Schneider Electric, and Eaton, which are positioned to benefit from multi-year capital spending [10][11]

Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) is designed to provide investors with access to a curated selection of companies leading in smart grid infrastructure, balancing growth potential with a sector-specific focus [1][2] - The fund targets firms involved in electric grid modernization and smart energy management, offering a modest dividend yield of 0.99% [3][2] Investment Strategy - GRID's investment strategy focuses on tracking the NASDAQ Clean Edge Smart Grid Infrastructure Index, which includes companies engaged in electric grid, metering, energy storage, and smart grid technologies [3][2] - The fund's portfolio primarily consists of equities and depositary receipts from the smart grid infrastructure sector, operating as a non-diversified exchange-traded fund [2] Recent Transactions - BFI Infinity Ltd. initiated a new position in GRID by acquiring 69,908 shares valued at approximately $10.70 million, making it the fifth largest holding by value in the fund [4][5] - The transaction reflects a bullish outlook towards GRID, particularly in light of the increasing demand for energy driven by advancements in artificial intelligence [6][7] Market Context - The demand for data centers, which support AI systems, is expected to rise significantly, necessitating additional electricity supply [8] - GRID's focus on renewable energy companies positions it well to meet the growing energy requirements of AI technologies, suggesting potential for attractive returns in the future [9]

Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund targets companies innovating in electric grid modernization and smart energy management, appealing to investors interested in energy transition trends [1][2] - The fund operates as an ETF with a 0.56% expense ratio, providing liquidity and transparency to investors [1] Investment Strategy - The fund's strategy focuses on tracking the NASDAQ Clean Edge Smart Grid Infrastructure Index, allocating at least 90% of its assets to equities and depositary receipts in the smart grid sector [2] - The underlying holdings are concentrated in companies involved in electric grid infrastructure, energy storage, smart meters, and enabling software, resulting in a non-diversified portfolio [2] Performance Metrics - As of January 6, 2026, shares were priced at $157.42, reflecting a 30.1% increase over the past year, outperforming the S&P 500 by 14.7 percentage points [3] - The fund's quarter-end GRID position value increased by $4.99 million, which includes both trading activity and price movement [3][5] Recent Transactions - WESPAC Advisors SoCal increased its position in the fund by acquiring 32,351 shares, valued at approximately $4.96 million, which now accounts for 1.62% of the fund's assets under management (AUM) [4][5] - This acquisition more than doubled WESPAC Advisors' shares from 20,237 in Q3 to 52,588 in Q4, indicating a bullish outlook towards the fund [6] Market Trends - The rising demand for electricity, driven by the growth of AI and data centers, supports the trend towards clean energy, making the fund a compelling investment opportunity [8]