Grid Infrastructure Is the Next Big Capex Cycle: Why GRID, VOLT, and CNRG Matter Now

Electricity demand is rising rapidly. AI data centers, EV charging networks, and reshored manufacturing are drawing power from a transmission system largely designed in the last century.

24/7 Wall Street • May 6, 2026

The Real AI Trade May Not Be Software. It May Be Power Equipment

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines.

24/7 Wall Street • May 5, 2026

VOLT Investors: Here's the One Signal That Predicts Your Returns This Year

The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot keep up.

24/7 Wall Street • May 1, 2026

Oil at $100 a Barrel? Buy These 3 Energy ETFs Before the Surge Peaks

Oil prices have been climbing steadily through early 2026, driven by a combination of OPEC+ production discipline, geopolitical disruption in key producing regions, and supply infrastructure that has not kept pace with the recovery in global demand.

24/7 Wall Street • Apr 21, 2026

Tema ETFs Surpasses $2 Billion in AUM in Under Three Years

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced that the firm has surpassed $2 billion in assets under management. The milestone comes less than eight months after surpassing $1 billion, and less than three years after listing its first ETF with under $5 million in seed capital. Tema's recent growth has been led by three 2026 highlights: Institutional Adoption: More than 90% of Tema's AUM has been sourc.

Business Wire • Apr 16, 2026

Tema Electrification ETF (VOLT) Surpasses $500 Million in AUM

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced that the Tema Electrification ETF (NASDAQ: VOLT) has surpassed $500 million in assets under management (AUM). This milestone was achieved less than 18 months after VOLT's December 2024 listing and reflects growing investor demand for exposure to the rising electrification theme. VOLT's rise comes at a time when electrification is gaining wider recognition.

Business Wire • Apr 14, 2026

Tema's VOLT ETF Turned Grid Infrastructure Into a 60% Gain

America's electrical grid is being asked to power something it was never designed for: the AI revolution.

24/7 Wall Street • Apr 6, 2026

VOLT And The AI Electricity Challenge

The Tema Electrification ETF is rated a Strong Buy, driven by surging electricity demand and bullish sector trends. AI data centers, EVs, and population growth are set to accelerate U.S. electric grid demand, favoring VOLT's holdings. Cash-rich tech giants may pursue M&A in power generation, potentially boosting VOLT's portfolio companies.

Seeking Alpha • Mar 24, 2026

Forget QQQ: 3 Sector ETFs Quietly Outperforming Tech by a Mile in 2026

The tech sector is now massive, and buying the Invesco QQQ Trust (NASDAQ:QQQ) alone does not cut it.

24/7 Wall Street • Mar 11, 2026

Tema Appoints ETF Industry Leader Steve Munroe as President

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced the appointment of Steve Munroe as President. In this role, Mr. Munroe will partner with Tema Founder and CEO Maurits Pot and the firm's leadership team to accelerate the company's next phase of growth. He will oversee branding, marketing, distribution, and product strategy as Tema continues to gain momentum—raising more than $1 billion in net new assets o.

Business Wire • Feb 18, 2026