Fund invests in companies poised to benefit from growth of the electrification and power generation value chain
BOSTON – GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced the launch of the GMO Power Infrastructure ETF (KWH). This actively managed ETF is designed to own companies that GMO believes are positioned to benefit from the global build-out of power generation, grid, and electrification infrastructure.
The launch of KWH comes as electricity demand is surging all over the world driven by AI and non AI datacenters, electric vehicles, increased industrial usage and development of emerging markets. To meet this demand, vast investments in power generation need to be made, and grids need to be overhauled and expanded. Ramping up electricity generation and delivery is extremely expensive, and electricity prices have spiked up throughout much of the developed world. All of this creates opportunities for investors across a wide variety of industries. KWH will target companies with both quality fundamentals and attractive valuations, while building on the team’s expertise in running around $4 billion in real assets-related portfolios since 2011.
"Meeting the world's growing demand for reliable electricity will require substantial investment across power generation, grid infrastructure, energy storage, efficiency technologies, and the materials that enable them. By investing across the power infrastructure value chain, KWH provides investors with exposure to this long-term structural investment tailwind” said Lucas White, Portfolio Manager of the GMO Power Infrastructure ETF (KWH) and a member of GMO’s Focused Equity team.
“Our team has been investing in energy markets and electrification for the last two decades, and we believe this is one of the most fertile and durable opportunity sets in the market,” said Tom Hancock, Co-Portfolio Manager of the GMO Power Infrastructure ETF (KWH) and Head of GMO’s Focused Equity team.
The launch of KWH further expands GMO's ETF lineup, which provides access to long-running GMO strategies and delivers specialized solutions for investors seeking to align their portfolios with secular trends in the global economy and markets. GMO’s $6 billion ETF suite includes QLTY (U.S. Quality), QLTI (International Quality), GMOV (U.S. Value), GMOI (International Value), GMOD (GMO Dynamic Allocation), BCHI (Beyond China), DRES (Domestic Resilience), and INVG (Systematic Investment Grade Credit).
More information about GMO's ETFs is available at www.GMO.com/ETFs.
About GMO
Global investment manager GMO, established in 1977, brings together focused expertise within its investment teams, industry-leading research, and client solutions and service to advance clients' goals. Privately owned and renowned for conviction in a valuation-based, long-term investment philosophy, GMO serves sophisticated institutions, financial intermediaries, and families, and managed $84 billion as of June 30, 2026. The firm is headquartered in Boston, with offices in London, Sydney, Amsterdam, Singapore, and Tokyo (representative office).
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