XLU - UTF: A Generational Shift In Energy Demand Will Benefit Utilities
2024-07-18 03:50:34 ET
Summary
- Cohen & Steers Infrastructure Fund offers investors a monthly dividend with a diverse portfolio of utility and infrastructure investments.
- UTF's portfolio includes top utility companies and REITs like American Tower Corporation, Southern Company, and NextEra Energy.
- We explore potential demand drivers that could benefit UTF's portfolio over the next five years.
Infrastructure and utilities have been one of the most hotly contested topics of conversation over the past several years. The aging infrastructure of the United States has continuously struggled to meet the current power demands causing consequences such as power outages during the Summer season .
Several years ago, this spurred President Biden to announce his Build Back Better framework which included over $1 trillion in spending initiatives around infrastructure including electricity generation and delivery. This new and ongoing investment has been critical for maintaining the United States’s ability to provide resources such as electricity and gas for the population....
UTF: A Generational Shift In Energy Demand Will Benefit Utilities