$VOLT

The ETF’s holdings align with Trump policies. From a technical perspective, the chart is also signaling a steep uptrend is possible
Industrials – 35%–40% Weight
These companies generally focus on electric infrastructure, power management, and grid construction.
$POWL: Produces equipment for electricity distribution and control.
$PWR: Provides infrastructure and construction engineering services for electric grids. HUBB: Manufactures electrical and electronic products/components.
$GEV: A spin-off from General Electric, a giant focused on energy generation (turbines, wind) and electrification.
Utilities – 20%–25% Weight
These companies are the main providers that generate and distribute electricity.
$NEE: One of the world’s largest renewable energy producers and electric distributors.
$AEP: A major electric utility company.
$ETR: An electric generation and nuclear power operator in the Southern U.S.
Technology – 10%–15% Weight
They provide data center and electrical connection components.
$BELFB: Produces electronic components for circuit protection and power conversion.
$APH: Electronic connectors, sensors, and fiber-optic products (critical for data centers).
Energy – 3%–5% Weight ET: Energy transportation (natural gas pipelines) and storage services (midstream). It plays a role in transporting the natural gas needed for electricity generation.
This portfolio is focused on the Electrification & Grid Modernization theme. It appears to invest in infrastructure companies that will meet the rising energy demand from AI data centers.