iShares US Power Infrastructure ETF lags Russell 3000 but offers value amid rising US power demand.

The iShares US Power Infrastructure ETF (POWR) has underperformed the Russell 3000 since its rebranding last year. Despite this, POWR benefits from long-term growth in US power demand and significant infrastructure spending, trading at a 20-40% discount compared to broader markets. However, its utility-heavy portfolio faces challenges such as rising financing costs and regulatory risks, especially related to its top holding's acquisition plans. Due to sector concentration risks and weak technical momentum, a Hold rating is maintained for POWR.

POWR trades at USD 24.94 on Pluang as of Oct 28, 2026 01:31 WIB, up 1.22% in the last day. Its market cap stands at $437.88M, reflecting moderate investor interest. The ETF remains below its 52-week high of $28.22, showing some room for growth amid sector challenges.