
HANetf Defiance AI & Power Infrastructure UCITS ETF - Acc
Tarjoustasot
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori infrastruktuuri osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The investment objective of the fund is to track the price of an index that is designed to measure the performance of companies driving artificial intelligence (AI) systems and the essential energy to power these systems, including power generation, utilities, data centres, and AI hardware.
Vastaavan tyyppisiä ETF:iä




Omistukset
Jakauma
- Osakkeet99,7%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
- Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C

- HANetf Drone UCITS ETF - Acc

- VanEck Semiconductor UCITS ETF - USD Acc

- iShares Essential Metals Producers UCITS ETF USD (Acc)

- Invesco MSCI World Equal Weight UCITS ETF Acc

- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating

Foorumi
- ·1.7.Data centers' electricity consumption doubles by 2030 according to IEA, with $720 billion in grid investments required. The only ETF that directly targets that infrastructure build-out. Buying in :)And where does the comment come from? It takes decades to double power consumption in usa. It's not about money. It's capital that wants to invest in various measures to increase grid capacity and local capacity. The problem is multiple, there are no people who can do the job, making things like gas turbines is already sold out for the next years, there are no nuclear power plants under construction right now in usa and it takes decades. So where is it supposed to come from? It will probably take much longer than 2030. That's 3 years away. That's also the problem with the entire AI trade that hasn't priced this in. Nuclear power is the only method that can increase so much, and it takes much longer as said.
- ·17.6.I find this composition very interesting, but aren't there cheaper alternatives? I think 0.69% APR is on the high side.If it delivers, then a slightly high ÅOP doesn't matter much. But then we also have WIRE - a more pure electrification ETF that exposes even less to the actual AI drivers. Wire has 0.35% ÅOP. This one is also brand new.
- ·14.4.This is a very new ETF for European pension savings (UCITS) It replicates the American original: Defiance AI & Power Infrastructure ETF (AIPO) This exposure to AI + power + data center infrastructure Grid, utilities, data centers, is a very good idea! This is extremely exciting going forward, and provides a different exposure than just the big Big tech stocks that everyone is in. This is the most exciting of my "satellites" now. Here we have the opportunity to be an "early mover" If it is, however, closed down because it gets too little AUM (Assets Under Management) then we will be notified of this in good time so one can sell it. If it is closed down, you get your money back at price. When an ETF is closed down, it is not the same as when a stock is delisted after bankruptcy.27.5.This one is also interesting concerning grid/ai mix Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C Company ranking, sector weighting (GICS) in the moment... 1 SK HYNIX INC 8,941 % Information Technology 2 DELTA ELECTRONICS INC 6,831 % Information Technology 3 INFINEON TECHNOLOGIES AG 5,483 % Information Technology 4 TEXAS INSTRUMENTS INC 5,428 % Information Technology 5 GE VERNOVA INC 5,090 % Industrials 6 MITSUBISHI CORP 4,967 % Industrials 7 SIEMENS ENERGY AG 4,466 % Industrials 8 ABB LTD REG 4,325 % Industrials 9 MITSUBISHI ELECTRIC CORP 4,251 % Industrials 10 EATON PLC 3,913 % Industrials 11 STMICROELECTRONICS ADR NV 3,830 % Information Technology 12 MONOLITHIC POWER SYSTEMS INC 3,564 % Information Technology 13 SCHNEIDER ELECTRIC SE 3,507 % Industrials 14 HONEYWELL INTERNATIONAL INC 3,413 % Industrials 15 ILLINOIS TOOL WORKS 3,110 % Industrials
Uutiset
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori infrastruktuuri osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The investment objective of the fund is to track the price of an index that is designed to measure the performance of companies driving artificial intelligence (AI) systems and the essential energy to power these systems, including power generation, utilities, data centres, and AI hardware.
Vastaavan tyyppisiä ETF:iä




Uutiset
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,7%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
- Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C

- HANetf Drone UCITS ETF - Acc

- VanEck Semiconductor UCITS ETF - USD Acc

- iShares Essential Metals Producers UCITS ETF USD (Acc)

- Invesco MSCI World Equal Weight UCITS ETF Acc

- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating

Foorumi
- ·1.7.Data centers' electricity consumption doubles by 2030 according to IEA, with $720 billion in grid investments required. The only ETF that directly targets that infrastructure build-out. Buying in :)And where does the comment come from? It takes decades to double power consumption in usa. It's not about money. It's capital that wants to invest in various measures to increase grid capacity and local capacity. The problem is multiple, there are no people who can do the job, making things like gas turbines is already sold out for the next years, there are no nuclear power plants under construction right now in usa and it takes decades. So where is it supposed to come from? It will probably take much longer than 2030. That's 3 years away. That's also the problem with the entire AI trade that hasn't priced this in. Nuclear power is the only method that can increase so much, and it takes much longer as said.
- ·17.6.I find this composition very interesting, but aren't there cheaper alternatives? I think 0.69% APR is on the high side.If it delivers, then a slightly high ÅOP doesn't matter much. But then we also have WIRE - a more pure electrification ETF that exposes even less to the actual AI drivers. Wire has 0.35% ÅOP. This one is also brand new.
- ·14.4.This is a very new ETF for European pension savings (UCITS) It replicates the American original: Defiance AI & Power Infrastructure ETF (AIPO) This exposure to AI + power + data center infrastructure Grid, utilities, data centers, is a very good idea! This is extremely exciting going forward, and provides a different exposure than just the big Big tech stocks that everyone is in. This is the most exciting of my "satellites" now. Here we have the opportunity to be an "early mover" If it is, however, closed down because it gets too little AUM (Assets Under Management) then we will be notified of this in good time so one can sell it. If it is closed down, you get your money back at price. When an ETF is closed down, it is not the same as when a stock is delisted after bankruptcy.27.5.This one is also interesting concerning grid/ai mix Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C Company ranking, sector weighting (GICS) in the moment... 1 SK HYNIX INC 8,941 % Information Technology 2 DELTA ELECTRONICS INC 6,831 % Information Technology 3 INFINEON TECHNOLOGIES AG 5,483 % Information Technology 4 TEXAS INSTRUMENTS INC 5,428 % Information Technology 5 GE VERNOVA INC 5,090 % Industrials 6 MITSUBISHI CORP 4,967 % Industrials 7 SIEMENS ENERGY AG 4,466 % Industrials 8 ABB LTD REG 4,325 % Industrials 9 MITSUBISHI ELECTRIC CORP 4,251 % Industrials 10 EATON PLC 3,913 % Industrials 11 STMICROELECTRONICS ADR NV 3,830 % Information Technology 12 MONOLITHIC POWER SYSTEMS INC 3,564 % Information Technology 13 SCHNEIDER ELECTRIC SE 3,507 % Industrials 14 HONEYWELL INTERNATIONAL INC 3,413 % Industrials 15 ILLINOIS TOOL WORKS 3,110 % Industrials
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori infrastruktuuri osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The investment objective of the fund is to track the price of an index that is designed to measure the performance of companies driving artificial intelligence (AI) systems and the essential energy to power these systems, including power generation, utilities, data centres, and AI hardware.
Vastaavan tyyppisiä ETF:iä




Uutiset
Foorumi
- ·1.7.Data centers' electricity consumption doubles by 2030 according to IEA, with $720 billion in grid investments required. The only ETF that directly targets that infrastructure build-out. Buying in :)And where does the comment come from? It takes decades to double power consumption in usa. It's not about money. It's capital that wants to invest in various measures to increase grid capacity and local capacity. The problem is multiple, there are no people who can do the job, making things like gas turbines is already sold out for the next years, there are no nuclear power plants under construction right now in usa and it takes decades. So where is it supposed to come from? It will probably take much longer than 2030. That's 3 years away. That's also the problem with the entire AI trade that hasn't priced this in. Nuclear power is the only method that can increase so much, and it takes much longer as said.
- ·17.6.I find this composition very interesting, but aren't there cheaper alternatives? I think 0.69% APR is on the high side.If it delivers, then a slightly high ÅOP doesn't matter much. But then we also have WIRE - a more pure electrification ETF that exposes even less to the actual AI drivers. Wire has 0.35% ÅOP. This one is also brand new.
- ·14.4.This is a very new ETF for European pension savings (UCITS) It replicates the American original: Defiance AI & Power Infrastructure ETF (AIPO) This exposure to AI + power + data center infrastructure Grid, utilities, data centers, is a very good idea! This is extremely exciting going forward, and provides a different exposure than just the big Big tech stocks that everyone is in. This is the most exciting of my "satellites" now. Here we have the opportunity to be an "early mover" If it is, however, closed down because it gets too little AUM (Assets Under Management) then we will be notified of this in good time so one can sell it. If it is closed down, you get your money back at price. When an ETF is closed down, it is not the same as when a stock is delisted after bankruptcy.27.5.This one is also interesting concerning grid/ai mix Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C Company ranking, sector weighting (GICS) in the moment... 1 SK HYNIX INC 8,941 % Information Technology 2 DELTA ELECTRONICS INC 6,831 % Information Technology 3 INFINEON TECHNOLOGIES AG 5,483 % Information Technology 4 TEXAS INSTRUMENTS INC 5,428 % Information Technology 5 GE VERNOVA INC 5,090 % Industrials 6 MITSUBISHI CORP 4,967 % Industrials 7 SIEMENS ENERGY AG 4,466 % Industrials 8 ABB LTD REG 4,325 % Industrials 9 MITSUBISHI ELECTRIC CORP 4,251 % Industrials 10 EATON PLC 3,913 % Industrials 11 STMICROELECTRONICS ADR NV 3,830 % Information Technology 12 MONOLITHIC POWER SYSTEMS INC 3,564 % Information Technology 13 SCHNEIDER ELECTRIC SE 3,507 % Industrials 14 HONEYWELL INTERNATIONAL INC 3,413 % Industrials 15 ILLINOIS TOOL WORKS 3,110 % Industrials
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,7%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
- Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C

- HANetf Drone UCITS ETF - Acc

- VanEck Semiconductor UCITS ETF - USD Acc

- iShares Essential Metals Producers UCITS ETF USD (Acc)

- Invesco MSCI World Equal Weight UCITS ETF Acc

- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating
