GRID
First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund
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Have y’all heard of OFF THE GRID TRADES? They have posted consistent big gains! Plus they post a Free watchlist every morning!!
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$BLGO - Biolargo. Momentum is building - IMHO it is just a question of when and not if this will multiply.
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Instead of trying to pick some energy plays I was looking at GRID or VOLT.
Get an ETF such as GRID, still undervalue and with great upside. It is now that is boring when it's a good time to build a position. It has had a run of 30% or so, so it's not cheap cheap, but all things considered, pretty good value. Avoid memory and all that non-sense, stick to energy.
- SGRD / GRID ETF - Hammond Power Solutions - Tantalus - Stella Jones (power poles)
I think it's good. Developed markets ex-US hasn't been doing great for me. Everyone jumped in at the beginning of last year and drove the prices higher than growth could keep up with. I'm not losing but gains are close to flat. Emerging markets are doing very well but you coming in late may hit the same situation I did with Developed. Small caps has also been doing decent after two years of barely staying above water. You'll have to keep an eye on that as well as your internationals. I don't think they are as reliable as large-cap US indexes but I'm not dumping mine. I have GRID since February 2025 and it's given me a 63% gain. I'd keep VOO and QQQM the same percentage. Take VXUS down to 15% and apply 7.5% each to AVDV and AVES. AVUV at 10% and 5% to all the rest (If I counted correctly, you have to drop one). I think we're at the end of the tech boom but 5% isn't huge and some of those should hit at least 10% gain a year to balance out any losses. Since I think you'll need to drop one, that would be either HUMN or WQTM. But that's based only on vibes I haven't done any research. Or BTC which I don't trust at all but it's popular. Full port DRAM means put everything on memory. You have SMH so ignore that. He's trolling. Plus you've got more chip exposure with VXUS.
IMO - the ETF's at 5% and under are not worth holding (7.5% is borderline as well). When you have an individual stock with high potential (ex NVDA AVGO), a low weight can still make a substantial difference to the overall portfolio. But most ETF's returns will be much more muted since it will combine both winners and losers (again compare NVDA and AVGO versus SMH). You can run some possible scenarios, but how much does XAR or GRID have to blow up to make a meaningful difference? If VOO weight is 25x that of XAR weight, VOO doubling would add same nominal amount as XAR going up 11x. High percentage weight times lower return multiple equals lower percetnage weight times much higher return multiple. You took on more risk on concentrated asset/ETF, yet you need an extreme peformance for it to just match the conservative choice with conservative return (SP500 long term CAGR with dividends reinvested is over 10% or doubles your money every 7 years). TLDR - I'd go higher weight on a more selective set of industry specific ETF's to supplement your core ETF's. If you want to hit a home run on a potentially up and coming sector, try to pick their biggest winners with low weight.
Its not a bad portfolio. If you went to r/Bogleheads they'd tell you it's wrong because you are concentrated more than 0.2% in the nasdaq-100. I'd remove the outlier ETFs in specific industries though. SMH, GRID, XAR, WQTM, HUMN, etc. There is nothing wrong with prioritizing some exposure, but I do not think a 2.5% holding on a specific industry going up 200% is going to change much in your portfolio long term. If you just want a broad, super aggressive fund, I'd prioritize QQQM on a heavily weighted percentage (30%) instead of all those. Updated: * QQQM 32.5% * VOO 25% * VXUS 20% * AVDV 7.5% * AVUV 7.5% * AVES 5% * BTC 2.5%
There are multiple of companies and etfs that may benefit from data center power crunch thirst. Quanta is only one of them. AIPO, GRID, EME, PWR and a bunch are interrelated. I am of the opinion Quanta as a power distribution company is over valued. To own too many shares of these stocks will exhaust my cash reserve. That being said I do own AIPO and PWR. This year with Intel shot through the roof I ignored the chip, data storage demand as well as 1,000 data centers pending. Prior I get into them very early on. I picked Airpo to start since I am familiar with most stocks in its etf. Low priced at $39 and provide diversification if one became volatile. It is only $750m in assets and have more room to grow. My personal feeling is the data centers expansion is evolutionary and environment unfriendly. The massive demand for power will cause pollution, energy shortage and ultimate we have to its price.
Essentially because these are the critical inputs for companies like ETN & the only two domestic producers. plus they need it about 1000x more than ETN. GRID is probably a safer way to play the thesis but I am regarded
Once again, why WOLF and not ETN, or just GRID?
buy GRID or ELFY. OP Needs more watts to run his ass massager all day
Cheniere. From ETFs GRID RENW (ucits acc)
GRID has Eaton as the top holding at 8%. I’m too regarded to do more than 5-6 individual stocks.
I’m big on the GRID etf and most stocks in that basket. They benefit huge off grid modernization compounded by industrial automation and physical AI build out
If you have a financial advisor I recommend speaking to them about it, but that being said. GRID tracks the NASDAQ Clean Edge Grid Infrastructure Index. Companies that build out the electric grid, smart meters, energy storage, grid management software, & enabling infrastructure. It has a P/E of \~25 which isn't wildy overvalued for growth. I personally have been thinking about adding GRID to my portfolio because I am posturing for energy infrastructure since that'll be a massive bottleneck for AI and society as a whole with all these data centers. I know NOTHING about JIRE.
Consider investing in the industries who provide the picks and shovels for datacenter construction. This includes some trucking companies. The best way to get the industry is via exchange traded funds, ETFs. Two good examples for the construction aspect of datacenters are AIRR (American Industrial Renaissance) and TCAI (Tortoise AI Infrastructure). Others possibilities would be GRID and PAVE (US Infrastructure Development). There are other choices too, but I prefer AIRR and TCAI myself though.
The national electricity grid…it’s simply not built to handle this level of demand. Go look at the stats for infrastructure spending over the next 10 years, it’s wild. AIPO & GRID ETFs cover it (that’s my picks for that theme / energy basket).
At some point, GRID and XYL . Within the next 2 yrs
Look up GRID. Better fundamentals.
GRID ETF, CCSO ETF and [https://climatize.earth/](https://climatize.earth/)
I gave claude my IRA holdings hoping it would suggest some changes and i was embarrassed about it because i had some shit that ended up pink sheet/caveat emptor. Then it said 'oly shit you bought GRID at 28??!?
Years ago i bought GRID in my IRA and completely forgot about it.
What do y'all think of $GRID?
i skipped NASA etf because of this. bought GRID and SOXX instead. elmo still needs grid interconnects and semis
will see if GRID adds this to their portfolio. takes a smart grid to handle these kinda industry movers
|Allocation|ETF|Theme| |:-|:-|:-| |30%|SMH|Semiconductors & AI hardware| |20%|URNM|Uranium/nuclear fuel cycle| |15%|SPY|Broad market anchor| |10%|GRID|Electrical grid infrastructure| |10%|XLE|Traditional energy| |10%|AVUV|Factor diversification| |5%|GLD|Hedge|
POW instead of GRID. you're welcome
more SOXX. more GRID. listen to Beastie Boys electrify
they have their claws in everything. GRID has them at 1% and growing. guess nvidia got fed up waiting for electricity
go GRID. the chinese hackers are coming for your electrical grid points
GRID. etf that tackles the distribution bottleneck
I have similar questions. Related question, what do you all think of using these two ETFs to cover a broad area of electric grid/ai needs (GRID) and ai infrastructure (AIRR) I’m holding these both but small amount. I have individual stocks too but thought this would cover gaps
Also you can still ride the AI wave and not have to be on memory. Example GRID, UUUU, POW, FCX GEV like energy is probably one of the easiest ways to ride up especially considering energy infrastructure is very neglected in the USA
That’s why you should just invest in GRID.
I like GRID. But given my track record, that might be a bad omen
The biggest thing I don’t understand is how are like not energy companies being named in this forum? What do yall think is going to be behind all this? ENT, Quanta, UUUU or even etf like GRID or POW
TCAI + GRID + AIRR is likely the combo you are looking for.
GRID, LIT and URA have to be the absolute best ETFS to be in right now. Honorable mention BUG
If you have already a retirement I’d go for KOID or GRID or SMH.
BE for storage. And production don’t forget about Baker Hughes for the w Gas turbines. And ET to get it there. TAN for a good solar ETF, and GRID for a good power option
I’d put it all on GRID and KOID and SMH lol
30% in a themed-sector like GRID is a tad high probably, but as long as you are okay with that volatility and cyclical risks. Otherwise pretty good. A small improvement might be trimming GRID and increasing SMH.
Hey everyone! I am new to the investing world and I recently opened up a brokerage account in the amount of $2,000.00. Currently, I have 65% in VOO, 30% in GRID, and 5% in SMH. I plan to hold for a while. My risk tolerance is also more moderate, but on the higher side as I don’t mind the volatility that comes with SMH. I’m about to be 21 and I want to be aggressive in growing my funds. Any advice or suggestions? I know AI is the topic right now and I know semis are cyclical. Is it worth investing in GRID and SMH for 5-10 years? How else should I diversify my portfolio? Anything helps! Thank you in advance.
> But yes I recommend you look into GRID (ETF) I here you. But there are so many companies that I want to invest in already and I understand the business. >Have you looked into the Physical AI phase? Humanoids et all. My passion with AI includes physical AI. To a degree. I feel like my Google investment is a very good way to do that. But I also feel pretty convinced the physical part will come from China and the brain will come from Google mostly. I actually live only half time US and the other half in Asia but mostly Bangkok. I just got back from Shanghai for example. Not sure where you are from? But most Americans are completely unaware of just how far out in front China is for this type of thing. I have a bunch of Thai friends that own Chinese EVs and they completely blow away anything available in the US.
They removed OPs post because mods said it was low effort. But yes I recommend you look into GRID (ETF) or electrification in general, apparently the US grid is very old and will need major upgrades to support AI and Humanoids. Another good starting point is GEV’s earnings that they posted a week or so ago. Not giving financial advice, just my two humble cents in case it interests you. Have you looked into the Physical AI phase? Humanoids et all.
I'm riding it more gently with ETFS like GRID, DTCR, XME and COPP in addition to my semis ETFs.
Good to see mate and thanks for sharing - I have a bit of a recommendation for you, two thematic ETFs, GRID for electrical infrastructure (check GEVs earnings from last week) and KOID for humanoids (this is a bit of a wild one and long-term).
My advice is invest in a GRID ETF, look at the recent earnings from GEV. Everything is going to need massive electrification in the future, even if AI does not pan out to be what we all think.
Its actually not GRID ETF is at 52 week highs (this tracks infra for the energy demand) Nuclear and Uranium ETFs are also near highs
Hey guys, some ETFs I'm following are: - SMH for Semis (or HNSS) - DTCR for Datacenters - GRID for Electrification - RBOT (or BOTZ) for Automation & Robotics Obviously thematic ETFs like this have had great increments over the past 5 years - do you still see a runway ahead of them for the next 5-10 years?
Hey guys, some ETFs I'm following are: SMH for Semis (or HNSS) DTCR for Datacenters GRID for Electrification RBOT (or BOTZ) for Automation & Robotics Obviously thematic ETFs like this have had great increments over the past 5 years - do you still see a runway ahead of them for the next 5-10 years?
https://www.ftportfolios.com/retail/etf/etfsummary.aspx?Ticker=GRID
GRID etf has its value as the datacenter build progresses
VXUS. GRID. And various miners.
#🥭JUST BROKE THE CEASE-FIRE AGREEMENT AND CARPET DESTROYED IRAN'S GRID LOL https://truthsocial.com/@realDonaldTrump/posts/116321041013301744
🥭JUST BROKE THE CEASE FIRE AGREEMENT AND CARPET BOMBED IRAN'S GRID LOL https://truthsocial.com/@realDonaldTrump/posts/116321041013301744
I bought some PAVE, GRID, ICLN, SHLD, ITA, CHAT, CIBR, VOO VXUS, EMET and XME. I think that most of these (besides VXUS and VOO for portfolio stability and diversification) ETFs are in the fields that will see large growth in next 5 year window (and probably beyond). Also bought (and sold lol) VCX. It’s a private equity fund that has some interesting private holdings but took profits at $510, 1800% run up in a week is nuts.
I have 20% of my 401k in GRID just because they keep foreshadowing electrification buildout in Europe. They better stand on business.
🌮 tweet from 🥭 after the 48 hour deadline is over: Iran, due to FEAR OF MY THREAT TO OBLITERATE THEIR POWER GRID, has decided to make a deal and has agreed to allow ANY AND ALL VESSELS to pass through the Strait of Hormuz for a fee, of which the United States of America will not be paying much, if at all, because WE DON’T USE THE STRAIT AT ALL. It is in my view a fair deal, given that our GREAT MILITARY would also be willing to guarantee safe passage for a fee, which we might do at a later time and we can do that WITHOUT THE HELP OF OUR ALLIES. THANK YOU FOR YOUR ATTENTION TO THIS MATTER!
For electrical grid upgrades, take a look at GRID. It had been a highlight in my portfolio before this stupid war muddied everything.
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
GSF and GRID are both direct beneficiaries of more volatile energy prices and they're flat since Hormuz closed.
I loaded up on GRID about 5 months ago.
I’ll speak to #1 since I’ve followed this one closely. On **GE Vernova (GEV):** I’ve listened to all their quarterly earnings calls since the spin. The core thesis is pretty straightforward: as long as global power demand keeps accelerating, especially from AI/data centers and electrification, they’re structurally positioned well. A few key points: * Their **Gas Power segment** (natural gas turbines + services) is effectively sold out for several years (management has indicated backlog stretching close to 2030). That segment still represents a large portion of revenue and cash flow. * They’re one of very few global manufacturers capable of producing large-scale, high-efficiency gas turbines at scale. * The AI/data center buildout is creating incremental baseload demand, not just renewable demand. Gas turbines are currently the fastest scalable solution for reliable dispatchable power. * Also Not sure if you heard SOTU yesterday, but President Trump wants Tech Companies to bring their own power for the Data Centers without connecting into the Grids like ERCOT and PJM. So if all the Big Tech companies want their own power, GEV will be prime contender for it. That said, the stock has already priced in a lot of this optimism. The real questions going forward are: * Can they execute without supply chain bottlenecks? * Do margins expand as backlog converts to revenue? * Does order growth stay strong beyond the current cycle? On the broader power theme, it’s not just GEV. You also have: * **Constellation Energy (CEG):** major nuclear fleet, positioned for 24/7 clean baseload power. Nuclear is increasingly being reconsidered as AI power demand rises. They are reactivating their other defunct Nuclear plants since they know the energy demand is much more than supply. * **Bloom Energy (BE):** solid oxide fuel cells converting natural gas/hydrogen to power for distributed use cases. If you want to simplify it, just look at the Holding Companies of \- $GRID \- $ELFY \- $VOLT \- $AIPO \- $ZAP \- $TPZ \- $POWR \- $NLR Personally, I have meaningful allocation to a mix of GEV, CEG, and BE, but I treat it as a structural power demand thesis, not a short-term trade.
Thank you for the advice btw, I'll make sure to post it the state of my portfolio next year for you :) I'm thinking of making a few more additions as I get some cash - especially PAVE, GRID, QTUM and ARKG.
I’m very new to investing and was trying to build a portfolio based on the big picture of the current state of the world. I wanted to know if that would be a good portfolio for long-term investing. SPY 52% GRID 28% XLU 20%
Good idea. You must have the ETF GRID then right
If you’re not someone that watches the graph daily & the stock market, that’s how i’d distribute 15k$ this year. Engine room : 40% allocation SMH : 25% / IYW : 15% Physical constraint : 30% allocation URA : 10% / GRID : 10% / NUKZ : 5% / DTCR : 5% Application : 20% allocation ARKQ : 20% Future option : 10% allocation QTUM: 10%
Marvell and NUKZ look absolutely flatlined even though the stock market has done well... so underperforming? SMH and GRID ETF seem to roughly have just followed the overall movements of the stock market for the past few years. So overall these look like a lot of work to just mirror or underperform index investing? Semiconductor stocks are a bit of a gamble, in that nobody knows if this is as high as far as they are going to fly, and if this is just a cycle (imo, computer based businesses are usually cyclical). There was a big push for raw processing capacity for AI, now the buildout for memory and storage capacity is upon us now that people have realized they need a trough to store all this slop. Sort of feel this is the way most computer builds go, get the core of the build together based on budget, once you have that, build out the memory and storage based on forecasts/usage. Not to be a jerk, but these all seem like picks based on the coolest sounding stock tickers with no discernable strategy other than "the future."
This portfolio is a highly concentrated, thematic growth play centered on the "Future of Technology and Energy." While it holds several different tickers, it is not diversified in the traditional sense; it is heavily tilted toward high-beta, tech-centric risk. Here is a breakdown of your portfolio as of late December 2025. 1. Diversification Analysis Sector Concentration: Extremely high. Over 80% of your capital is tied to the "AI Power Loop": Chips (SMH, MRVL) → Automation (ROBO) → Energy (NUKZ, GRID). Overlap: There is significant "hidden" overlap. For example, GRID, NUKZ, and ROBO all have exposure to industrial giants like Quanta Services or Schneider Electric. SMH and MRVL are both driven by the same semiconductor cycles. Asset Class: Mostly equities, with Solana providing a high-risk crypto "kicker." You have no exposure to defensive sectors (Consumer Staples, Healthcare, or Fixed Income). 2. Strength, Weakness, and Valuation Feature Analysis Strengths Structural Tailwinds: Every asset you own benefits from the multi-decade shift toward AI and electrification. High growth potential if the "Nuclear Renaissance" and "AI chip" cycles continue. Weaknesses Interest Rate Sensitivity: Most of these are growth assets that suffer when rates are high. Capital Intensity: Nuclear and Smart Grids require massive upfront spending, making them sensitive to economic slowdowns. Valuation Likely Overvalued/Premium: SMH (P/E ~43x) and ROBO trade at significant premiums to the S&P 500. NUKZ has seen a massive run-up in 2025 (+41% YTD), suggesting much of the "renaissance" is already priced in. 3. Bull vs. Bear Case The Bull Case (The "Supercycle") AI demand stays "higher for longer," requiring a total overhaul of the US power grid (GRID) and a massive shift to carbon-free baseload power (NUKZ). In this scenario, Marvell (MRVL) wins as data centers require more specialized networking chips, and Solana becomes the "high-speed retail chain" for crypto apps. The Bear Case (The "CapEx Hangover") Big Tech companies (Microsoft, Google) realize they have over-invested in AI chips, leading to a "chip glut." This would crash SMH and MRVL. Simultaneously, if nuclear projects face regulatory delays or cost overruns, NUKZ and GRIDcould see a 30–40% "air pocket" drop as speculative money exits. 4. Performance in a Downturn In a standard recession or market "black swan," this portfolio will likely significantly underperform the S&P 500. * Liquidity Drain: Solana and SMH are often the first things sold when investors move to "risk-off." Volatility: Expect drawdowns that are 1.5x to 2x deeper than the broader market. 5. Portfolio Metrics (Estimates) BETA (Systemic Risk): Estimated 1.45 – 1.60. (This means for every 1% the S&P 500 moves, your portfolio likely moves 1.5% or more). YIELD (Income): Very Low (~0.6% – 0.9%). This is a "capital appreciation" portfolio, not an income one. GRID provides the most yield (~1.25%), while SMH/MRVL provide almost none. PEG (Price/Earnings-to-Growth): High (~2.0 – 2.5). A PEG over 1.0 suggests you are paying a premium for growth. You aren't getting "deals" here; you are paying up for quality/momentum. Next Steps To balance this without losing your "conviction" in tech, would you like me to identify 2-3 defensive stocks or "value" ETFs that would lower your overall Beta while keeping your tech exposure?
Is $GRID not what you’re looking for?
NLR or URA. That's about all you need. GRID if you want something for energy outside of the nuclear-specific niche.
If we're talking about VOO and other 0.0-something percentage ETFs, sure. The likes of SMH, USD, GRID, NLR, SHLD, etc., which are quite common, charge decent fees.
The media company is public (publicly traded) ...the fusion company is not. DJT works like a SPAC in this case. It seems possible that the USA has a national security concern as it relates to a lack of "GRID" electrical utility power for various current and future technologies. China, our communist global competition, has double the power capacity of the USA grid and uses only half of what they have. Our system is broken and antiquated. Not to mention how long it takes to get anything of infrastructure characteristics completed in this country. What I'm saying is, maybe, it's a genuine investment. Just throwing that out there.
GRID. I don't see how it could do anything but go up.
What a “POHIO GRID” and will my electric bill go down?
if 'Mission Genesis' leads to such awful infographics like the one above, we do not more, but less, AI.. **bottom right: what does that mean? 'PDHO GRID'?** **why is there '2,46' and directly below a triangle plus ',88'? shouldn't there be a zero beforehand? (as in: 0,88?)** Also: **top left: the image of the White House is rather inaccurate (especially the rooftop/the chimneys)...**
Quite the opposite. My industry does a lot of CAD and 3D modeling. Considered virtualizing the workstations, but it’s easier to just keep having the team order ~300k/year in new precision workstations than to pay for GRID licensing and do dedicated VDI. I’ve seen bad VDI for CAD/GIS workloads and it looked like a nightmare to get right. NVDA did good inventing CUDA 20 years ago. There is nothing stopping it from being replicated.
So long Prysmian, NKT, Nexans or GRID?
[GRID](https://finance.yahoo.com/quote/GRID/)
GRID and MOO, hear me out.
Right, literally if you invested in GRID you'd be making bank, because a fuck ton of investment have gone into updating the grid. Granted most is from Nvidia.
POW takes a different angle. It’s a picks-and-shovels play on the CAPEX supercycle to rebuild the grid.. more like transmission lines, transformers, HVDC systems, switchgear, power electronics, etc. These are the companies selling into the utilities and data-center developers who are now spending trillions to modernize the grid for the AI + electrification era. Suppliers have great pricing power.. better margins... and capture more of the capex headlines you see going into the grid.. POW has sick positions like LS Electric.. love that stock, and international exposure.. Grid needs updating regardless of AI, it's as old as Back to the Future when 1.21 gigawatts was the end of the world. Other favorites --> VOLT, GRID ETFs...
$EOSE #EOSE $30 $50 and $100 path energy stock part of JPMorgan Chase launched 1.5 Trillion investment into Energy. EOSE energy and storage has high demand in the Traditional Datacenters and AI Datacenters EOSE energy and storage developed a GRID and its scalable based on the datacenter needs. High potential growth as 100x growth in datacenters. EOSE revenue growth is good and more than 10x fold revenue in 2025 and got more demand in growing needs of datacenters and its just a start. https://preview.redd.it/65h2cn0vgiwf1.png?width=679&format=png&auto=webp&s=414f7295d66003824fb35d0605590ec94a0256d3
Yeah I could see that happening too. Have been thinking about a couple of ETFs like GRID and and LIT for exposure to that sector