In its latest 13F filing, Crumly & Associates Inc. disclosed an acquisition of 49,139 shares of the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID), representing a $7.52 million position as of the quarter’s end. This commitment underscores the firm’s confidence in the long-term prospects of electric grid modernization and smart energy management. By allocating a significant portion of its portfolio to GRID, Crumly & Associates is betting on the growth potential of companies focused on advanced metering, energy storage solutions and renewable integration over the next decade.

Over the past 12 months, the GRID ETF has generated a total return of 33.7%, outperforming the broader market benchmark by approximately 14.4 percentage points. The fund currently offers a dividend yield of just under 1%, reflecting its balance between income generation and capital appreciation. Although the dividend yield trails the highest level observed in the prior year by roughly 1.4 percentage points, the ETF’s performance remains driven by robust earnings growth at core holdings developing grid automation and storage technologies.

Swiss wealth manager BFI Infinity initiated a new position in GRID, acquiring 69,908 shares valued at $10.7 million, making it the firm’s fifth-largest portfolio weighting at 6.66% of its reportable assets. The move highlights institutional conviction in GRID’s exposure to companies catering to surging data center electricity demand fueled by artificial intelligence and cloud computing growth. By elevating GRID to a top five holding, BFI Infinity underscores expectations that smart grid infrastructure firms will benefit from multi-year trends in electrification, digitalization and renewable energy integration.