u/Adept-Mud2282

Ticker: WIRE

What do you guys think of this new etf?
Im considering it as it seems like a good satelite “picks and shovels” for the AI power expansion/modernization theme.

Nasdaq ticker: GRDU is also cool but it has more utilities and a higher TER of 0,63% while WIRE has a 0,35% TER and leans on things like power semiconductors and automation aswell as smart grid.

Top holdings:

Eaton (~8.3%)
ABB (~8.0%)
Johnson Controls (~7.4%)
Schneider Electric (~7.1%)
National Grid (~7.0%)
Quanta Services (~4.8%)
Prysmian (~4.6%)
Hubbell (~2.9%)
nVent Electric (~2.7%)
Hyundai Electric (~2.2%)