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![Stock_Pursuit Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::994528566.png) StockPursuit [@Stock_Pursuit](/creator/twitter/Stock_Pursuit) on x 21.9K followers
Created: 2025-07-18 15:32:38 UTC

U.S. electricity demand will increase by XX% to 50%+ between now and 2040. The estimates have been revised higher this year and last year by the Energy Information Administration (EIA). 

In addition to $ELFY I found another electrification thematic ETF. 

Global X ETF $ZAP has a different mix of tickers. It's less diversified than ELFY or XLU but that isn't necessarily bad as it could have better performance as a result. 

The performance of $ZAP has outpaced the popular Utilities SPDR Fund $XLU significantly. XLU is up X% the past X months, $ZAP is up 10%. The top holdings are in the post below. 👇

Top X are $VST $CEG $PWR $ETN $AME
Expense ratio= XXX%


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946231646618865953/c:line.svg)

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[Post Link](https://x.com/Stock_Pursuit/status/1946231646618865953)