U.S. electricity demand could increase to 35-50% by 2040 driven by domestic manufacturing growth, data centres, and mass electrification. (Source: American Clean Power, 2026)
Significant Expenditure
The U.S. power sector could require substantial and sustained investment over the next two to three decades to fund rising electricity needs, with investments potentially totalling US $1.4 trillion from 2025 to 2030. (Source: Deloitte, 2026)
Compelling Opportunity Set
The opportunity set spans companies positioned to benefit from potential U.S. electrification tailwinds, including conventional and alternative power providers, as well as those driving the expansion and modernisation of the U.S. power grid.
Capital at Risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.
ETF Summary
The Global X U.S. Electrification UCITS ETF (ZAPP LN) seeks to invest in
companies that potentially stand to benefit from the increased electricity
demand and electrification within the United States. This includes companies
that are involved in conventional electricity generation, transmission, and
distribution; alternative electricity generation and technology solutions; and
the modernisation, development, manufacturing, or implementation of grid
infrastructure and smart grid technology.
ETF Objective
The Global X U.S. Electrification UCITS ETF (ZAPP LN) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Mirae Asset U.S. Electrification UCITS Index.
Regulatory
SFDR Classification
Article 6
UCITS Compliant
Yes
ISA Eligibility
Yes
SIPP Eligibility
Yes
UK Reporting Status
Yes
Authorized Participants & Market Makers
Citigroup Global Markets, DRW Europe BV, Flow Traders BV, GHCO LLP, HSBC Bank PLC, Jane Street Financial Ltd, Mirae Asset Securities UK Ltd, Societe Generale SA, Susquehanna Intl Ltd, Virtu Financial Ireland Ltd, JP Morgan Securities PLC
