Investing in the Electrification Megatrend with ELFY

What ELFIE does, and what is unique among the electrification thematic ETFs in the marketplace, is it looks at only companies with $5 billion or more in market cap. So you're not looking at sort of pre-profit companies with an extremely small market cap. You've got some established companies in there.

It's pulling from 18 different IC sub-industries. So it's very much a textured view of the electrification theme. There are nuclear companies in there, utilities companies in there, components companies in there, industrials, materials, and technology.

So, it's a textured way to play the theme on a long-term basis, but importantly, it also equal weights the portfolio names. So, you don't have these massive overweights based on larger cap companies in the portfolio. So it gives you comprehensive balanced exposure to the electrification theme, which again, as we talked about at the beginning, we feel is the biggest mega trend that's going to play out in capital markets as well as the economy over the course of not just the next 5, 10, 15, but really over the next 20, 25, 30 years.