Data Centers Turn to Off-Grid Power, Electrification ETF Gains

Impact · against what's priced in

The shift toward onsite power for data centers provides a structural growth catalyst for electrification infrastructure providers. While the trend validates the long-term thesis for ELFY holdings, the specific acceleration in off-grid adoption is likely not fully quantified in the valuations of the listed industrials and utilities.

HBM+0.30

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