Net Assets Surpass 50 Billion KRW

Shinhan Asset Management announced on the 12th that the total net assets of the ‘SOL US AI Power Infrastructure’ ETF have exceeded 50 billion KRW.

The SOL US AI Power Infrastructure ETF is an ETF that allows focused investment in power infrastructure necessary to operate semiconductors, servers, and data centers in the artificial intelligence (AI) era, as well as the nuclear value chain.

Kim Jeong-hyun, Head of the ETF Business Division at Shinhan Asset Management, explained, "As AI spreads rapidly, aging power infrastructure that urgently needs improvement and nuclear power, agreed upon as a new power source, have been emphasized as areas to watch in order to respond to exponentially increasing demand." He added, "The main policies of the second Trump administration regarding the sharply rising electricity prices are expected to focus on ‘efficient energy sources’ and ‘improvement of aging power grids,’" and said, "Continuous interest in power infrastructure and the nuclear value chain is necessary."

AI power infrastructure is classified as a beneficiary sector of the US presidential election and has steadily risen even amid recent volatile market conditions. The recent 1-month and 3-month returns of the SOL US AI Power Infrastructure ETF were 21.44% and 47.77%, respectively, recording the highest figures among 37 domestic AI-related ETFs. The net purchase amount by individual investors over the past month reached 23.6 billion KRW, more than 15 times the amount during the same period last month.

Kim said, "The SOL US AI Power Infrastructure ETF can invest about 46% in nuclear power and small modular reactors (SMR), which have been selected as major power sources for operating data centers along with power grid system facilities," and explained, "Its differentiated stock composition compared to products with the same theme is an advantage, and it is currently incorporating stocks that attract significant investor interest in the market into its portfolio, thereby widening the performance gap."

The SOL US AI Power Infrastructure ETF can evenly invest across the entire US power infrastructure industry, including ▲nuclear value chain (46%) ▲power grid system facilities (31%) ▲data center infrastructure (23%).