'SOL US AI Power Infrastructure' Tops 3-Month Returns

Among domestic listed ETFs, the 'SOL US AI Power Infrastructure ETF' recently recorded the highest 3-month return.

Shinhan Asset Management announced on the 1st that as of the 31st of last month, the SOL US AI Power Infrastructure ETF posted a 3-month return of 36.56%. While most of the top-ranking ETFs are related to China, the outstanding performance of the power infrastructure theme ETF also stands out.

The excellent performance has led to investor interest, with individual investors net buying approximately 15 billion KRW during October. This figure represents a 25-fold increase compared to the previous month.

Kim Jeong-hyun, Head of the ETF Business Division at Shinhan Asset Management, introduced, "The SOL US AI Power Infrastructure ETF has a differentiated stock composition compared to other products in the same theme by including stocks that currently attract significant investor interest in the US market, such as Oklo, a small modular reactor (SMR) company invested in by Sam Altman."

He added, "In particular, it can invest about 45% in nuclear power and SMRs, which have been selected as major power sources for operating data centers along with power grid system facilities."

The SOL US AI Power Infrastructure ETF focuses on solutions to power shortages in the AI era. It is a product that allows investment in a single value chain encompassing data centers that manage and store the enormous amount of data generated during AI implementation, the power demand required to operate these data centers, and nuclear power capable of producing this electricity.

Kim said, "Power infrastructure and nuclear power are industries in which major US big tech companies such as Microsoft, Google, and Amazon have anticipated power shortages during the expansion and development of AI, a massive upstream industry, and have been investing early on," adding, "Their importance is expected to become increasingly prominent."

He continued, "Even within the same theme products, differences in investment regions, sectors, and stock composition can lead to performance variations," urging, "It is necessary to review the portfolio composition before investing."

The SOL US AI Power Infrastructure ETF is the third product in the SOL US AI ETF series, following 'SOL US AI Semiconductor Chipmaker' and 'SOL US AI Software,' and was launched in July.