ETFs to Invest in Data and Tech Infrastructure

Why It Matters

These ETFs give investors a diversified, lower‑multiple way to capture the multi‑trillion‑dollar AI infrastructure spend, from data‑center construction to the power that fuels it.

Key Takeaways

• Pacer’s SRVR ETF targets data‑center real estate and onsite power
• AI build‑out drives demand for both building shells and equipment industry
• TRFK ETF has surged 53% as AI hardware spending spikes recently
• USAI focuses on natural‑gas pipelines to power off‑grid data centers critical operations
• Combined three‑ETF suite offers end‑to‑end exposure to AI infrastructure investment opportunity

Summary

The interview spotlights Pacer ETFs that let investors ride the AI‑driven data‑center boom. Sean O’Hara explains the three‑product suite: SRVR, a real‑estate fund owning data‑center owners and onsite power generators; TRFK, a thematic fund covering chips, cooling and other hardware inside those facilities; and USAI, a pipeline‑focused energy fund that supplies the natural‑gas power needed for off‑grid operations.

SRVR, launched before the AI hype, has rebounded with a 22% total‑return over the past year after a dip in 2022, while TRFK surged 53% in the last twelve months as AI hardware spending accelerates. USAI adds the upstream energy layer, holding major pipeline players such as Enbridge, Energy Transfer, Williams and TC Energy, positioning the fund to benefit from the expected shift to onsite natural‑gas generation.

O’Hara emphasizes that Pacer is on the “receiving side” of the projected $3‑5 trillion AI infrastructure spend, capturing dollars flowing from hyperscalers into real‑estate owners, equipment makers and energy providers. He notes the critical need for reliable, 24/7 power that cannot rely on the existing grid, underscoring the strategic relevance of natural‑gas‑backed, behind‑the‑meter generation.

For investors, the three‑ETF package offers end‑to‑end exposure to the AI infrastructure value chain at modest multiples, diversifying away from the typical tech‑stock concentration while tapping a secular growth theme that spans real estate, hardware and energy sectors.

Original Description

Sean O'Hara, president of Pacer ETFs, joins BNN Bloomberg to provide a spotlight on ETFs.

+++

Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg

Connect with BNN Bloomberg:

For the latest news visit: https://www.bnnbloomberg.ca

For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video

BNN Bloomberg on Twitter: https://twitter.com/bnnbloomberg

BNN Bloomberg on LinkedIn: https://www.linkedin.com/company/bnn-bloomberg

--

BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets.

#BNNBloomberg #Canadiannews #Businessnews