Tema Launches World’s First Electrification ETF ($VOLT)
Tema ETFs has launched the world's first Electrification ETF (VOLT) on Nasdaq, managed by Chris Semenuk, who brings 25 years of experience managing $5bn in global equities at TIAA. The ETF aims to capitalize on the electrification megacycle, where power demand is expected to exceed supply by 2025, creating a 40 GW capacity gap by 2030.
The investment opportunity spans across generation, storage, transmission, and distribution sectors, requiring nearly $7 trillion of investment according to Goldman Sachs. The fund targets companies benefiting from increasing power demands driven by AI, mobility, digitization, and reindustrialization. Semenuk's track record includes managing the Tema American Reshoring ETF (RSHO), which has delivered +66.26% return, outperforming both S&P 500 and S&P 400.
Tema ETFs ha lanciato il primo Electrification ETF (VOLT) al mondo sul Nasdaq, gestito da Chris Semenuk, che porta con sé 25 anni di esperienza nella gestione di $5 miliardi in azioni globali presso TIAA. L'ETF mira a capitalizzare sul megaciclo dell'elettrificazione, dove la domanda di energia è prevista superare l'offerta entro il 2025, creando un divario di capacità di 40 GW entro il 2030.
Le opportunità d'investimento si estendono ai settori della generazione, dello stoccaggio, della trasmissione e della distribuzione, richiedendo quasi $7 trilioni di investimenti secondo Goldman Sachs. Il fondo punta a società che beneficiano dell'aumento della domanda di energia guidata da AI, mobilità, digitalizzazione e reindustrializzazione. La carriera di Semenuk include la gestione del Tema American Reshoring ETF (RSHO), che ha registrato un ritorno del +66,26%, superando sia l'S&P 500 che l'S&P 400.
Tema ETFs ha lanzado el primer Electrification ETF (VOLT) del mundo en Nasdaq, administrado por Chris Semenuk, quien aporta 25 años de experiencia gestionando $5 mil millones en acciones globales en TIAA. El ETF tiene como objetivo capitalizar el megaciclo de electrificación, donde se espera que la demanda de energía supere la oferta para 2025, creando una brecha de capacidad de 40 GW para 2030.
La oportunidad de inversión abarca los sectores de generación, almacenamiento, transmisión y distribución, requiriendo casi $7 billones en inversiones según Goldman Sachs. El fondo se dirige a empresas que se benefician del aumento de la demanda de energía impulsada por la inteligencia artificial, la movilidad, la digitalización y la reindustrialización. El historial de Semenuk incluye la gestión del Tema American Reshoring ETF (RSHO), que ha entregado un retorno del +66,26%, superando tanto al S&P 500 como al S&P 400.
Tema ETFs는 세계 최초의 Electrification ETF (VOLT)를 나스닥에 출시했습니다. 이 ETF는 TIAA에서 50억 달러의 글로벌 주식을 관리한 경험이 있는 Chris Semenuk가 관리합니다. 이 ETF는 전력 수요가 2025년까지 공급을 초과할 것으로 예상되며, 2030년까지 40GW 용량 격차가 생성되는 전기화 메가사이클을 활용하는 것을 목표로 합니다.
이 투자 기회는 발전, 저장, 전송 및 배급 부문에 걸쳐 있으며, 골드만삭스에 따르면 거의 7조 달러의 투자가 필요합니다. 이 기금은 AI, 이동성, 디지털화 및 재산업화에 의해 주도되는 증가하는 전력 수요로 혜택을 보는 기업들을 타겟으로 합니다. Semenuk의 경력에는 S&P 500과 S&P 400을 초과한 +66.26% 수익률을 기록한 Tema American Reshoring ETF (RSHO) 관리가 포함됩니다.
Tema ETFs a lancé le premier Electrification ETF (VOLT) au monde sur le Nasdaq, géré par Chris Semenuk, qui apporte 25 ans d'expérience dans la gestion de 5 milliards de dollars en actions mondiales chez TIAA. L'ETF vise à capitaliser sur le mégacycle de l'électrification, où la demande d'énergie devrait dépasser l'offre d'ici 2025, créant un gap de capacité de 40 GW d'ici 2030.
Cette opportunité d'investissement couvre les secteurs de la génération, du stockage, de la transmission et de la distribution, nécessitant près de 7 trillions de dollars d'investissement selon Goldman Sachs. Le fonds cible les entreprises bénéficiant de l'augmentation de la demande d'énergie propulsée par l'IA, la mobilité, la numérisation et la réindustrialisation. Le parcours de Semenuk inclut la gestion du Tema American Reshoring ETF (RSHO), qui a enregistré un rendement de +66,26 %, surpassant à la fois le S&P 500 et le S&P 400.
Tema ETFs hat den weltweit ersten Electrification ETF (VOLT) an der Nasdaq aufgelegt, der von Chris Semenuk verwaltet wird, der 25 Jahre Erfahrung in der Verwaltung von 5 Milliarden USD in globalen Aktien bei TIAA mitbringt. Der ETF zielt darauf ab, vom Megazyk der Elektrifizierung zu profitieren, bei dem die Energienachfrage bis 2025 voraussichtlich die Versorgung übersteigen wird, was bis 2030 eine Kapazitätslücke von 40 GW schafft.
Die Investitionsmöglichkeit erstreckt sich über die Bereiche Erzeugung, Speicherung, Übertragung und Verteilung und erfordert gemäß Goldman Sachs fast 7 Billionen USD an Investitionen. Der Fonds zielt auf Unternehmen ab, die von der steigenden Energienachfrage profitieren, die durch KI, Mobilität, Digitalisierung und Reindustrialisierung vorangetrieben wird. Semenuks Erfolgsbilanz umfasst die Verwaltung des Tema American Reshoring ETF (RSHO), der eine Rendite von +66,26 % erzielt hat und sowohl den S&P 500 als auch den S&P 400 übertroffen hat.
- First-mover advantage in the electrification sector ETF space
- Experienced portfolio manager with proven track record (+66.26% returns on RSHO)
- Targets a projected $7 trillion investment opportunity
- Broad exposure across the entire electrification value chain
- None.
Insights
The launch of VOLT ETF represents a strategic entry into the growing electrification sector, targeting a market with projected investments of
Key investment drivers include:
- Projected 40 GW capacity supply gap by 2030
- AI data centers consuming 7x more power than traditional facilities
- Industrial electrification targeting
80% by 2050 - Grid modernization requirements
The ETF's broad focus across the electrification value chain provides diversified exposure to this secular growth trend. The timing appears opportune given the confluence of AI adoption, industrial reshoring and infrastructure modernization needs.
The electrification sector presents a compelling investment opportunity driven by multiple catalysts. The projected power demand outstripping supply by 2025 creates urgency for infrastructure investment. The convergence of AI, digitization and reindustrialization represents a structural shift rather than a cyclical trend.
Market dynamics are particularly favorable with:
- Nuclear energy revival through traditional and SMR technologies
- Grid infrastructure modernization needs
- Industrial reshoring initiatives
- Accelerating AI data center power requirements
“The VOLT ETF is the latest in our range of innovative first-mover ETF launches, providing investors with professionally managed portfolio building blocks that access some of tomorrow’s most relevant yet least explored opportunities,” said Maurits Pot, Chief Executive Officer and Founder of Tema. “For the first time in decades, accelerating power demand is forecast to outstrip supply, creating an investment cycle akin to the days of Thomas Edison. This structural shift in power demand will transform the entire electrification value chain. Investing behind this opportunity requires a risk managed approach managed by experienced investment talent. VOLT is a durable implementation solution combining precision, conviction and investment expertise.”
Electrification is a broad term covering generation, storage, transmission, and distribution, as well as end use applications and services. Electricity demand is set to outstrip supply as soon as 2025, creating an estimated 40 GW capacity supply gap by 2030, equivalent to the output of 40 new nuclear plants. To meet increased demand Goldman Sachs estimates nearly
The electrification trend is at the nexus of secular growth drivers. AI data centers, for example, use seven times more power than traditional data centers and are forcing leading cloud companies to co-locate generation capacity. Nuclear energy, a stable and clean source of power, is experiencing a resurgence, from recommissioning of old plants like Microsoft’s deal for Three Mile Island to new technologies like small scale modular reactors (SMR). Reshoring and reindustrialization, especially under the incoming administration, are creating a strong tailwind for electrification end-use applications. Schneider Electric estimates suggest
“These demand drivers are exposing a US grid that is 40 years old and in need of modernization, ushering in the electrification investment megacycle,” said Chris Semenuk, VOLT portfolio manager. “Meeting the oncoming wave of electricity demand will require a rapid increase in capital spending on both new generation and existing grid capacity. VOLT companies will span the entire value chain, providing investors with broad exposure to electrification verticals, while focusing on high quality companies that are well positioned to take advantage of this trend.”
For more information, please visit www.temaetfs.com/VOLT
About Tema ETFs
Tema ETFs . is an investment manager founded in 2023 to empower investors with innovative portfolio solutions accessing today’s most pressing and durable investment opportunities. Tema's active ETF strategies are managed by experienced investment professionals. For more information, visit www.temaetfs.com
Carefully consider the Fund’s investment objectives, risks, and charges and expenses before investing. This and other information can be found in the funds' full or summary prospectuses, which may be obtained at temaetfs.com/VOLT. Read the prospectus carefully before investing. Investing involves risk, including the possible loss of principal.
Tema Global Limited serves as the investment adviser to Tema Electrification ETF. The Fund is distributed by Foreside Fund Services LLC, which is not affiliated with Tema Global Limited.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241204918454/en/
Media Contact
Alex Fribourg af@temaetfs.com
Source: Tema ETFs
FAQ
What is the expected power supply gap by 2030 according to VOLT ETF?
How much investment is required in the electrification sector according to VOLT ETF?
What is the performance of RSHO ETF managed by VOLT's portfolio manager?
When is electricity demand expected to exceed supply according to VOLT ETF?
