An ETF to Invest in The Renewable Electrification Megatrend

ETFguide
ETFguideMay 13, 2026

Why It Matters

As countries expand electricity transmission and storage, demand for batteries and their constituent metals is surging—creating investment opportunities across both technology providers and raw-material suppliers and exposing portfolios to a structurally growing segment of the energy transition.

Summary

The segment highlights two ETFs targeting the renewable electrification megatrend: ALPS Clean Energy ETF (ACES), which invests across seven North American renewable segments—wind, solar, storage (batteries), hydro, geothermal and related technologies—and USCF Sustainable Battery Metals Strategy Fund (ZSB), which focuses on raw materials used in battery storage. ACES aims to capture companies driving innovation across generation and storage, while ZSB provides targeted exposure to commodities like lithium, copper, nickel, aluminum and silver that feed battery supply chains. Speakers note record enterprise-level battery installations and accelerating global demand for storage, underpinning strong growth prospects for both clean-energy operators and battery metal suppliers. The funds offer complementary ways to play electrification: ACES on technology and services, ZSB on constrained upstream inputs.

Original Description

In this episode of Spotlight, Stephanie Stanton @etfguide interviews Paul Baiocchi, CFA & Head of Fund Sales and Strategy at SS&C ALPS Advisors.
Volatility in the Middle East continues to put upward pressure on oil and other commodity prices, causing some investors to rethink their positions. Today we're taking a closer look at the energy market, and how investors can protect themselves during this tense time in geopolitics.
We discuss the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), as well as the Alerian MLP ETF (AMLP), the Alerian Energy Infrastructure ETF (ENFR), the ALPS Clean Energy ETF (ACES), the USCF Sustainable Battery Metals Strategy Fund (ZSB), the ALPS Equal Sector Weight ETF (EQL), and the ALPS Electrification Infrastructure ETF (ELFY).
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To learn more about SS&C ALPS Advisors visit
#energy #iran #etf #oilcrisis #ai

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