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':"";if(a){var r=n.promos.showYahooLogo?"":"yns-no-logo";a=a.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",r).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":R,u=n.panel.headerMsg?"":" "+R,d=c?H:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",a).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,a=void 0,r=void 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n=e.getConfig();"smartphone"===n.device&&("finance"===n.property&&"crunch"===n.ytheme&&e.addElementListener(t.searchInput,"click",(function(){var n,o;n="search_input_focus_click",null!==(o=re())&&(oe[n]||(oe[n]=o)),e.addElementListener(t.searchForm,"click",(function(){if(t.ybar){if(t.ybar.classList.contains("ybar-searchbox-assist-fullscreen"))return;t.ybar.classList.add("ybar-searchbox-assist-fullscreen"),t.ybar.classList.add("ybar-searchbox-assist-fadein")}if(!document.documentElement.classList.contains("ybar-overlay")){document.documentElement.classList.toggle("ybar-overlay"),document.body.classList.add("ybar-overlay-noscroll");te("ybar","websrch","",{elm:"expand",subsec:"searchbox",itc:"1"})}}))})),e.addElementListener(t.searchBoxPlaceholder,"click",(function(){zt(e,t)})),e.addElementListener(t.searchBoxPlaceholder,"keydown",(function(n){var 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revolution with massive upside — and it's already blowing the S&P 500 out of the water in 2025.The Tema Electrification exchange-traded fund (VOLT) is an ETF with a uniquely high exposure to critical utility, data center, and energy infrastructure stocks, according to analysts at Ned Davis Research.The fund could end up being among the biggest winners of the AI spending spree and the proliferation of data centers across the US. Over the next few years, that could make the fund an even more valuable stock market play than the broader S&P 500, Pat Tschosik, the research firm's chief thematic strategist, and Phillippe Mouls, an analyst at NDR, said."The Tema Electrification ETF (VOLT) offers the most direct diversified exposure to the Datacenter Electrification theme," Tschosik and Mouls said, noting that the fund had high exposure to "data center bellwethers" — companies that are expected to benefit the most from AI infrastructure buildout."We rate the ETF Overweight versus the S&P 500, targeting roughly 20% relative outperformance by 2027," they added.The fund's top holdings include Powell Industries, NextEra Energy, and Bel Fuse.The ETF is receiving a glowing rating from the research firm for two reasons:Data centers are expected to send power usage soaring.Global electricity demand is expected to more than double by the end of the decade, from 415 terrawatt hours in 2024 to 945 terrawatt hours in 2030, according to projections from the International Energy Agency.Energy demand in the US is expected to grow at a 15% compounded annual rate a year over the same time frame, the IEA says.Most of that demand is expected to come from the commercial sector, according to the Energy Information Administration, a category that most data centers would fall under.It's not just a future projection, but a present reality that's driving the electrification theme. OpenAI's Stargate data center project will span states across the country and require enough energy to power major cities.Power infrastructure in the US appears due for an upgrade, another bullish factor that feeds into the data center thesis, Tschosik and Mouls added.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,840.20 +17.86 (+0.26%)Dow 3047,562.87 +40.77 (+0.09%)Nasdaq23,724.96 +143.86 (+0.61%)Russell 20002,479.38 +13.43 (+0.54%)VIX17.44 +0.53 (+3.13%)Gold3,996.50 -19.40 (-0.48%)PortfolioSign in to access your portfolioSign inTop gainersBHF Brighthouse Financial, Inc. 57.07 +11.38 (+24.91%)ILMN Illumina, Inc. 123.54 +24.53 (+24.78%)TWLO Twilio Inc. 134.88 +22.02 (+19.51%)TVTX Travere Therapeutics, Inc. 35.16 +5.51 (+18.58%)BFAM Bright Horizons Family Solutions Inc. 109.23 +16.95 (+18.37%)Top losersATGE Adtalem Global Education Inc. 98.02 -43.75 (-30.86%)SPSC SPS Commerce, Inc. 82.24 -21.65 (-20.84%)TBBK The Bancorp, Inc. 65.37 -11.83 (-15.32%)DXCM DexCom, Inc. 58.22 -9.98 (-14.63%)ABR Arbor Realty Trust, Inc. 10.09 -1.46 (-12.64%)Most activeNVDA NVIDIA Corporation 202.49 -0.32 (-0.16%)AMZN Amazon.com, Inc. 244.22 +21.36 (+9.58%)PFE Pfizer Inc. 24.65 +0.36 (+1.48%)OPEN Opendoor Technologies Inc. 7.77 +0.43 (+5.86%)ONDS Ondas Holdings Inc. 6.44 +0.15 (+2.38%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 110,226.73 -109.91 (-0.10%)ETH-USD Ethereum USD 3,859.66 -14.53 (-0.38%)XRP-USD XRP USD 2.49 -0.01 (-0.40%)SOL-USD Solana USD 184.27 -1.04 (-0.56%)DOGE-USD Dogecoin USD 0.18 -0.00 (-1.69%)Top economic events