VanEck launches an ETF to invest in electrification and energy infrastructure
3 JUN, 2026
By Joanna Piwko from RankiaPro Europe
VanEck has expanded its range of exchange-traded funds with the launch of the VanEck Electrification and Power Infrastructure UCITS ETF, a vehicle that focuses on the global expansion of electrical networks, energy storage, and energy infrastructure.
The new product seeks to provide access to an investment theme linked to the structural increase in electricity demand worldwide.
An ETF to capture the boom in electricity demand
The fund invests globally in companies across the entire value chain of electrification. Among the represented segments are batteries and energy storage, industrial electrification and energy management, network infrastructure and connectivity, as well as public utilities and independent power producers.
According to information disseminated by the manager, global electricity demand is growing due to factors such as the development of data centers, the advancement of artificial intelligence, electric mobility, and the electrification of industrial processes. In this context, having a modern energy infrastructure is seen as a key element for economic competitiveness and long-term prosperity.
Selection criteria
The VanEck Electrification and Power Infrastructure UCITS ETF replicates the MarketVector Electrification Index. To be part of this selective, companies must generate, in principle, at least 50% of their revenues in one or several of the sectors linked to electrification contemplated by the index.
Currently, the index is composed of 25 companies and establishes a maximum weighting of 8% per company, with the aim of limiting concentration. VanEck also points out that the index has not been specifically designed as a clean energy index, as it excludes companies that obtain 50% or more of their revenues from the generation, transmission or distribution of electricity from renewable sources.
With this launch, the firm aims to offer investors diversified exposure to companies that are driving the modernization and expansion of global energy infrastructure, at a time when the increase in electricity demand coexists with obsolete networks and significant investment needs.
Global investment in electrical networks is expected to exceed 1.5 trillion dollars annually until the 2050s, far above the 533,000 million dollars currently invested each year. This could turn the sector into one of the biggest investment opportunities of the coming decades, because without electrical networks, storage, energy management, industrial control technology, and resilient supply structures, it will not be possible to meet the increasing demand for electricity. Our ETF specifically focuses on companies that provide this infrastructure.
Alessandro Valentino, Product Manager at VanEck
