VistaShares Launches POW ETF to Power the Next Phase of the AI-Driven Electrification Supercycle
VistaShares, a pioneering asset management firm focused on redefining thematic and income-based investment strategies, has announced the launch of its latest exchange-traded fund (ETF), the VistaShares Electrification Supercycle® ETF (NYSE: POW). Designed to provide Pure Exposure™ to the companies modernizing global power systems, the POW ETF seeks to capture the massive economic potential behind the AI-driven electrification revolution—a transformation reshaping how electricity is generated, stored, and distributed across the modern world.
The new ETF represents the latest addition to VistaShares’ lineup of Supercycle® ETFs, which combine active management with proprietary thematic analysis to target transformative economic shifts. As the world moves toward electrified transport, distributed energy resources, and digital infrastructure, VistaShares believes that the “picks and shovels” of the AI era—companies building the backbone of the energy grid—will deliver long-term, structural growth opportunities.
Investing in the Backbone of the AI Economy
Artificial intelligence (AI) is transforming industries at a rapid pace, driving exponential demand for computing capacity, data processing, and energy. However, as VistaShares CEO Adam Patti notes, the real constraint to AI expansion isn’t computational power—it’s electrical power.
“The artificial intelligence infrastructure build-out has triggered a global arms race,” Patti said. “The real bottleneck isn’t silicon or compute—it’s power. America’s electrical grid is decades old, strained by outdated transmission and distribution systems. POW targets the companies upgrading the grid’s backbone—modernizing transmission lines, transformers, substations, voltage regulators, and control systems—to solve America’s Power Problem and unlock the next phase of the AI economy.”
According to Patti, trillions of dollars are now being invested globally to rebuild and modernize power infrastructure. This includes upgrading high-voltage transmission systems, integrating renewable generation, developing grid-scale storage, and deploying advanced control systems capable of balancing increasingly dynamic power flows.
“POW provides investors access to the grid-technology leaders rebuilding the energy highways that connect generation to innovation—an exposure critical for those focused on the decades ahead,” Patti added.
A Unique, Actively Managed Approach
The VistaShares Electrification Supercycle® ETF is actively managed using the firm’s patent-pending Bill of Materials (BoM) investment process, a systematic framework designed to identify companies that form the essential building blocks of major economic transformations.
Rather than following broad sector classifications, the BoM process analyzes the components, technologies, and supply chains critical to electrification—from high-efficiency power semiconductors and grid automation hardware to distributed generation systems and energy storage technologies. This approach ensures Pure Exposure™ to the true enablers of the electrification transition rather than diluted exposure across unrelated sectors.
The ETF’s construction reflects VistaShares’ conviction that the Electrification Supercycle® is not a short-term market theme but a multi-decade investment opportunity, driven by structural shifts in how societies produce, manage, and consume electricity.
An Investment Committee with Real-World Expertise
POW’s investment oversight comes from an elite team of finance, technology, and energy experts, each bringing extensive hands-on experience in electrification and innovation. The investment committee includes:
- Adam Patti, CEO of VistaShares and a long-time innovator in the ETF industry.
- Jon McNeill, Co-Founder of VistaShares, CEO and Co-Founder of DVx Ventures, and former President of Tesla, where he helped scale electric vehicle adoption and charging infrastructure.
- Sunny Madra, Advisor to the Investment Committee, President of Groq (a leading AI infrastructure company), and former CEO of Definitive Intelligence.
- Justin Lopas, Advisor to the Investment Committee, Co-Founder and COO of Base Power, an energy technology company developing advanced distributed generation systems.
- Robert Whitelaw, Chief Investment Strategist, former Chairman of the Finance Department at NYU’s Stern School of Business, and Dean of the Undergraduate College.
“The committee behind POW is an all-star team of finance, investing, and electrification experts,” said McNeill. “As the Electrification Supercycle® accelerates, that experience will be vital in separating the companies that lead from those that fall behind.”
This blend of deep capital markets expertise and real-world operational knowledge enables VistaShares to identify both established grid technology leaders and emerging innovators poised to define the future of electrification.
Expanding the VistaShares Supercycle® Family
The launch of POW follows the success of VistaShares’ first fund, the Artificial Intelligence Supercycle® ETF (NYSE: AIS), which is approaching its one-year anniversary. Since inception, AIS has ranked among the top-performing ETFs in the Morningstar U.S. Fund Technology category, reflecting strong investor interest in thematic funds tied to transformative technological cycles.
By complementing AIS with POW, VistaShares aims to give investors exposure to both the digital infrastructure (AI) and the energy infrastructure (electrification) that underpin the next industrial revolution. Together, these funds represent two sides of the same megatrend: AI needs power, and power needs modernization.
“Don’t just invest in a trend—invest in the category leaders and the emerging innovators that will make the trend real,” added McNeill. “That’s what we’ve done with AIS, and it’s the same approach we’re bringing to the market with POW.”
The Electrification Supercycle®: Powering the Future
VistaShares defines the Electrification Supercycle® as the ongoing, global transformation of energy systems driven by the convergence of renewable generation, grid modernization, distributed storage, and digital intelligence. The firm expects that the global energy transition—accelerated by electric vehicles, data centers, and decarbonization mandates—will generate sustained capital expenditures for decades.
As utilities, governments, and private investors commit trillions of dollars to upgrade grid capacity and reliability, VistaShares sees unparalleled opportunity for investors to participate in this long-term structural shift.
The POW ETF offers a gateway to companies developing and manufacturing the technologies enabling this change—the transformers, control systems, semiconductors, battery integrators, and grid software providers that form the backbone of the electrified economy.
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