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AI infrastructure investing expands beyond chips to clean energy, raw materials, and grid transmission ETFs.

Market News
23 Mar 2026
ETF Trends
View Source
Bullish
pluang ai news

Paul Baiocchi of SS&C ALPS Advisors highlights that investing in AI infrastructure requires focusing beyond semiconductors to the physical systems powering data centers and the grid. He recommends a mosaic investment approach using three ETFs: ALPS Clean Energy ETF (ACES) for renewable energy at data centers, ALPS CoreCommodity Natural Resources ETF (CCNR) for raw materials like copper, and ALPS Electrification Infrastructure ETF (ELFY) for transmission capacity. Rising electricity demand from AI data centers, electric vehicles, and residential electrification drives growth across these layers, presenting a broader infrastructure investment opportunity beyond traditional tech sectors.

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