KB Asset Management has today listed an active ETF on the Korean Exchange focused on electricity infrastructure for artificial intelligence in the United States.
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Article created by the editorial staff of ETFWorld.co.uk
Soojin Lee, Head of the ETF Product Division at KB Asset Management
The product tracks the Solactive US AI Electricity Infrastructure Index and has been issued under the ticker symbol 0176E0.KS.
The ETF invests in US companies operating across the electricity infrastructure supply chain supporting AI. The rapid adoption of artificial intelligence, particularly in generative and inferential applications, is driving an increase in electricity demand due to increasingly energy-intensive computational requirements. As the spread of AI accelerates, reliable power generation, grid stability and storage solutions are becoming essential elements in supporting scalable and resilient digital infrastructure.
According to Morgan Stanley’s estimates, the cumulative electricity shortfall for US data centres in the period 2025–2028 has reached 47 gigawatts. This figure has been revised upwards from the previous estimate of 44 gigawatts. Goldman Sachs forecasts that demand linked to data centres will contribute to an increase in overall electricity demand of 1.2 percentage points on average between 2026 and 2030.
Portfolio composition
The ETF adopts an active strategy that divides the AI power infrastructure sector into three distinct themes: power generation, transmission and distribution; data centre infrastructure; and energy efficiency and storage. The strategy involves flexible reallocation of exposures in line with industry developments and the regulatory environment.
Key holdings include Bloom Energy (fuel cells), Lumentum (optical components), GE Vernova (turbines and grid technology) and Eaton (energy management and electrical components).
The benchmark index, the Solactive US AI Electricity Infrastructure Index, comprises 20 US-listed companies that meet minimum liquidity and free-float capitalisation requirements. The selection of constituents uses ARTIS®, Solactive’s proprietary algorithm based on natural language processing, which identifies companies with exposure to three areas: critical infrastructure for data centres and power supply, solutions for the electricity grid and electrification, and energy storage and conversion technologies.
The index adopts a mixed weighting approach that combines thematic relevance scores and free float capitalisation, with a cap on individual weights to promote diversification. Rebalancing takes place on a quarterly basis, with a monthly review allowing for the inclusion of new IPOs.
Timo Pfeiffer, Chief Markets Officer at Solactive, commented:
“We are delighted to further strengthen our collaboration with KB Asset Management through this launch. With the growing adoption of artificial intelligence, the supporting electricity infrastructure is becoming increasingly important. At Solactive, we continue to work closely with our clients to provide bespoke solutions in line with their evolving needs.”
Soojin Lee, Head of ETF Product Division at KB Asset Management, said:
“We are delighted to strengthen our partnership with Solactive through the launch of the RISE US AI Electricity Infrastructure Active ETF. As the adoption of artificial intelligence accelerates, energy demand from data centres is increasing structurally, creating opportunities across the entire value chain, including sectors such as power generation and transmission, energy storage systems (ESS) and power semiconductors. This ETF offers Korean investors efficient access to the long-term growth of the AI electricity infrastructure ecosystem.”
Background
In July 2024, KB Asset Management completed the rebranding of its ETF range from “KB STAR” to “RISE”. By July 2025, the company had surpassed 17 trillion won in assets under management in the ETF category, ranking third in the South Korean market by market share.
Source : ETFWorld.co.uk
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