KB Asset Management announced on September 22 that it will list the "RISE AI Power Infrastructure ETF," an exchange-traded fund (ETF) investing across the entire domestic power infrastructure value chain, on September 23.
As the global artificial intelligence (AI) and data center industries grow, power demand is rapidly increasing. According to the International Energy Agency (IEA), global data center electricity consumption is expected to more than double, rising from 415 terawatt-hours (TWh) in 2024 to 945 TWh in 2030. The number of domestic data centers is also projected to increase more than fourfold, from around 150 in 2023 to 637 in 2029.
The RISE AI Power Infrastructure ETF brings together key industries that support the next-generation energy ecosystem, including transmission and distribution infrastructure, energy storage systems (ESS), and semiconductor back-end processes. As power infrastructure expands beyond simple power generation facilities to the entire advanced industrial value chain, the RISE AI Power Infrastructure ETF is drawing attention as an investment alternative that proactively reflects industrial changes.
The RISE AI Power Infrastructure ETF tracks the "KRX-Akros AI Power Infrastructure Index." It is composed of 15 representative companies, selected based on theme relevance (90%) and market capitalization (10%).
The maximum allocation per stock is limited to 15% to reduce concentration risk, and regular quarterly rebalancing allows for flexible response to market changes.
Major holdings include Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric (transmission and distribution infrastructure); Doosan Enerbility and Taihan Electric Wire (nuclear power and ultra-high voltage cables); and LG Energy Solution (global ESS). The total annual fee is 0.20%, the lowest among similar products.
No Areum, Head of ETF Business Division at KB Asset Management, said, "In global large-scale projects, the power infrastructure value chain is already being implemented as a single package," adding, "We will present a new investment alternative suited for the AI era, encompassing domestic nuclear power facilities, transmission and transformation infrastructure, and storage and transportation technologies."
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