Ninepoint Launched First U.S.-Listed Energy ETF
The new fund provides exposure to North American oil and gas producers amidst rising power demand.
Updated on Sept. 23, 2026 in Investing
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Ninepoint has officially launched the North American Energy Independence ETF, marking the firm's first fund listing in the United States. This new vehicle focuses on energy companies across the continent as cross-border industry ties remain strong.
Why it matters
The fund targets companies supporting the energy sector, which is seeing renewed demand for natural gas to power the infrastructure behind the growing AI boom. Because the industry is closely integrated, investors are looking to North American producers to meet these increased power requirements.
The ETF is designed to hold up to 50 stocks, with approximately two-thirds of the fund's capital allocated to U.S.-based oil and gas producers. This follows the firm's history of managing assets like private credit funds, which have seen $225 million in total redemptions.
The players
Ninepoint
An investment firm based in Toronto that offers various funds including private credit and now its first U.S.-listed ETF.
The details
The fund operates by investing in a portfolio of up to 50 stocks, with a current focus on companies traded in the U.S. and Canada. The strategy intends to expand its geographic scope to include Mexico in the future. By maintaining a high concentration in U.S. producers, the fund aims to capitalize on the reliance of Canadian energy exports on American markets.
Timeline
September 22, 2026: Ninepoint launched the new ETF.
Money Landscape
This launch reflects a broader trend of aligning investment portfolios with the rising electrical power demands of artificial intelligence infrastructure. It follows a historical pattern where energy industries in the U.S. and Canada have operated as an interconnected market.
Investors interested in the energy sector should review their current portfolio diversification and risk appetite regarding cross-border energy exposure. Always consult with a qualified financial professional to determine if sector-specific ETFs align with your long-term financial goals.
The takeaway
The interconnected nature of North American energy production is being leveraged to meet new power demands from the technology sector. Keep track of how your existing energy holdings account for international supply chains and geographic exposure.
Further reading
For more on market trends, visit our Investing section.
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Is now a good time to add North American energy sector exposure to your investment portfolio?
