While artificial intelligence has driven massive gains in tech stocks this year, a lesser-known exchange-traded fund focused on power infrastructure is quietly outpacing the broader market—and analysts say its best days may still be ahead.
For VOLT, the spending spree translates into sustained demand for the electrical equipment, utility, and energy infrastructure companies that comprise its portfolio. Regardless of whether the AI boom ultimately delivers on its transformative promise or encounters obstacles, the immediate reality is clear: Data centers require power, and the companies supplying it are experiencing a surge in business that analysts expect will continue for years.
For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing.
