European fund manager DWS has announced a thematic ETF aimed at electrification and grid technology. The ETF, that builds on DWS’ Xtrackers offering, will track the Nasdaq Global Electrification Technologies and Smart Grid Index. The ETF was listed on the London Stock Exchange on Friday.
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The ETF will invest in companies involved in generation, storage and transmission of electricity. In a statement, DWS said the launch was motivated by the investment potential within electrification.
“Electrification is a long-term global trend. A wide range of new technologies is addressing the steadily increasing demand for electricity,” commented Michael Mohr, global head of Xtrackers products at DWS.
Global electricity demand, according to DWS’ assessment, is ‘growing at a rate not seen in years. Nasdaq’s analysis too, cites IEA data to conclude that electricity demand is growing at twice the pace of total energy use.
Analysis from energy think tank Ember shows that rising global electricity demand is backed by an expanding supply footprint of clean energy. At last count, low-carbon energy accounted for 43% of global electricity.
Mohr says the new ETF offers investors diversified exposure to electrification. Disclosures from the underlying Nasdaq index show industrial and technology companies account for 56% and 27% of the index respectively.
In a DWS note published earlier this month, analysed performance data for the underlying index. Since 29 May 2025, when the Nasdaq index launched, returns have outperformed both the S&P 500 and the MSCI World. Performance data shows that on 29 May 2025, the index opened at 1000. At market close on Thursday, the index level was at 1606, reflecting an increase of over 60% since launch.
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