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The Grid Fund Was the Right Call. Its Equal-Weight Rival Is Up 30% and Owns What GRID Can’t
FG
FOMOGRAM Editorial Desk
Aug 6, 2026
EXECUTIVE SUMMARY
GRID holders have done well riding the electrical equipment buildout, but a structural shift in who actually drives power demand is quietly splitting the electrification trade into two very different opportunities.
GRID holders have done well riding the electrical equipment buildout, but a structural shift in who actually drives power demand is quietly splitting the electrification trade into two very different opportunities.
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