ETF thematic investment

  • It Might Not Be a 2021 Sequel, but Chip ETFs Can Deliver in 2022

    The $7.6 billion SMH follows the MVIS US Listed Semiconductor 25 Index and holds 25 stocks, presenting investors with a concentrated lineup that’s right for the current chip environment. As an example of that, Goldman Sachs analyst Toshiya Hari highlights Advanced Micro Devices (NASDAQ:AMD) and Marvell Technology (NASDAQ:MRVL) as two of his preferred chip ideas for this year.

  • Cybersecurity ETFs Can Prosper Again in 2022

    CIBR, which tracks the Nasdaq CTA Cybersecurity Index, is the original cybersecurity ETF, and, amid a seemingly never-ending spate of cyberattacks on corporate and government entities, the fund doesn’t lack for relevance.

  • Consumerism Is Changing — That’s Good for This ETF

    This is the time of year when many investors consider the consumer discretionary sector and retail stocks and exchange traded funds. While that sector has some applications in online retail, it’s also positioned to benefit from other consumer trends, including entertainment.

  • Coinbase Could Become the Next AWS

    We are building this whole Coinbase Cloud suite of products that you can think of as crypto computing services to help developers build their applications faster.

  • A Skeptic’s Guide to Entering the Crypto Space

    ETFs like the VanEck Digital Transformation ETF (DAPP) can get you exposure to the digital infrastructure of cryptocurrency without having to know your solana from your ether

  • Storage Wars: Solar ETF Is Credible Avenue to Battery Storage Boom

    “Battery storage is a key piece of the energy transition, and we believe a combination of improving economics, renewables growth and decarbonization policy initiatives across the globe are poised to drive a significant inflection in adoption in the coming decade,” writes Goldman Sachs in a recent note. Should those optimistic forecasts prove accurate, TAN investors stand to benefit because Enphase and SolarEdge are the solar ETF’s top two components, combining for about 26.5% of its weight.

  • Cybersecurity ETF Could Rally Thanks to These Holdings

    The $5.52 billion CIBR is the largest fund in this category and tracks the Nasdaq CTA Cybersecurity Index.Among other cybersecurity names, analysts also favor Palo Alto Networks (NASDAQ:PANW).

  • Million-Dollar Real Estate Is a Thing in the World of Digital Assets

    Exotic, million-dollar real estate is moving from Saint-Tropez or the Amalfi Coast to a new location: the blockchain ecosystem via digital assets. It seemed like it was heading in this direction given the rising popularity of non-fungible tokens (NFTs), which are also pulling in millions of dollars in investment capital from institutional money.

  • Global X launches copper miners ETF in Europe

    The fund is linked to the Solactive Global Copper Miners v2 Index which selects its constituents from a universe of stocks worldwide that have market capitalizations above $200 million and average daily trading volumes greater than $500,000.

  • Disruptive Tech Will Fuel Online Learning Growth

    Even before the pandemic, online learning was already a growing industry, but disruptive technology could further enhance the space, translating to gains for the Global X Education ETF (EDUT).
    “E-learning platforms have been witnessing an exponential uptake by the education and corporate sectors over the past three to five years,” Global Market Insights adds, noting that $1.6 billion was invested in educational technology in 2019.

  • Fantastic Fertilizer Fuels MOO Momentum

    “World fertilizer prices continue to soar as tightening supplies send costs up for farmers and consumers across the globe,” reports Elizabeth Elkin for Bloomberg.

  • When the Chips Are Up, SOXQ Could Be Stellar

    This year, the semiconductor industry is one of the epicenters of global supply chain stress, but that’s not hampering chip stocks and the related exchange traded funds.