Samsung KODEX US AI Power Core Infrastructure, Top Individual Net Buyer

Despite a Sharp Decline on the 31st, Individuals Inject 24.2 Billion KRW
Largest Net Asset Value Among Seven Domestic Power Infrastructure ETFs

On the 31st of last month, when power infrastructure ETFs sharply declined due to the DeepSeek impact, individual investors took advantage of the opportunity to buy at low prices among all ETFs.

Samsung Asset Management announced on the 3rd that the KODEX US AI Power Core Infrastructure ETF recorded the highest net purchases by individuals among all ETFs on the 31st of last month, reaching 24.2 billion KRW. The cumulative net purchases by individuals amounted to 116.3 billion KRW.

The net assets of KODEX US AI Power Core Infrastructure stand at 269.6 billion KRW, making it the largest among the seven domestic ETFs investing in power infrastructure.

It focuses investments on 10 specialized companies related to U.S. power generation, transmission and distribution networks, and data centers. By sector, these include wind power generation (GE Vernova), nuclear power (Constellation Energy, Vistra Energy, NuScale Power), transmission and distribution management (Eaton, Quanta Services), and data center energy management (Arista Networks, Trane Technologies, Vertiv Holdings, Emcor Group).

Last year, with the preference for traditional energy industries high under the second Trump administration and recently the uncertainty in the AI infrastructure industry increasing due to China’s "DeepSeek" impact, domestic individual investors perceive this as a sector expected to experience long-term growth, considering the chronic power production and infrastructure shortages in the U.S. and the anticipated rapid development of power-demand industries. They have been using the recent downturn as a buying opportunity.

KODEX US AI Power Core Infrastructure attracts individual investors’ attention because the investment weight of individual companies within its portfolio is among the highest in domestic ETFs, reflecting its concentrated investment in the U.S. power infrastructure industry.

Despite the sharp decline on the 31st of last month, it has shown steady returns since its launch, recording 8% over one month, 16.8% over three months, and 54.5% over six months.

Kim Cheonheung, a manager at Samsung Asset Management, said, "Individual investors who positively evaluate the long-term growth trend of the U.S. power infrastructure industry have expanded their buying momentum, with net purchases of 52.6 billion KRW in the KODEX US AI Power Core Infrastructure over the past month." He added, "Ultimately, if DeepSeek’s cost-saving innovations lead to the commercialization of AI, it could trigger even greater demand for power infrastructure investments."