Getting Rich In Smart Grid

Here’s an article that got my attention: How To Get Rich In Smart Grid.  This has always impressed me as an important challenge, as a) I’m very bullish on the sector, and b) the large cap stocks that constitute most of the financial activity in smart grid (GE, Siemens, Johnson Controls, Honeywell, ABB, Schneider, etc.) are not pure-play.  An $1000 investment in GE 30 years ago is worth about $300 today, but not because of their participation in this arena.

So which way to go?  I just took the “lazy investor’s” route and bought a bit of the NASDAQ-traded ETF mentioned in the article.  We’ll see.