Investors eye the Tema Electrification ETF as a major winner in the data center boom, up 31% YTD. Analysts at NDR Research highlight its high exposure to utility, data center, and energy infrastructure stocks. The ETF is expected to outperform the S&P 500 by 20% by 2027. Global electricity demand set to double by 2030, with the US expecting a 15% annual growth, mostly from the commercial sector. Data centers driving power usage surge, with high demand necessitating energy infrastructure upgrades. Mega-cap tech firms like Amazon, Meta, Microsoft, Alphabet, and Apple are set to spend $349 billion in capital expenditures in 2025.

Read more at Yahoo Finance: There’s an ETF perfectly positioned for the AI-data-center boom, and it’s poised to crush the S&P 500