9Lun·

AI Themes ETFs from Ishares

If you think AI as a pure theme is here to stay and you want to bet on it, Ishares has 2 new thematic ETFs in store for you

iShares AI Adopters & Applications UCITS ETF

$AIAA (-1,6 %)

https://extraetf.com/de/etf-profile/IE000Q9W2IR3

iShares AI Infrastructure UCITS ETF

$AINF (-2,79 %)

https://extraetf.com/de/etf-profile/IE000X59ZHE2

They always say that when special ETF topics come up here, the hype topic is usually already dead, so decide for yourself ;-)

extraetf.comiShares AI Infrastructure UCITS ETF | IE000X59ZHE2 | A40L9T

5 Comentarios

Tenbagger2024@Tenbagger2024

9Lun

Thank you dear, when I look at the infrastructure ETF, I see mostly the same companies as in other ETFs. Nvidia, Broadcom, ASML, TSMC, Microsoft, Apple, Alphabet, Amazon. But I would like to see the companies that build the infrastructure and rent out data centers. Such as Vertiv, Quanta Service, IES Holding, Modine Manufaktur, Digital Realität, etc. Or even electricity suppliers.

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SanSebastian@WarrenamBuffet

9Lun

@Tenbagger2024 exakt :D

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But T.@But_the_Stock_Picked_Me

9Lun

Thanks for the info. In terms of the positions, they are too wildly mixed for me.

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dOk@doks

9Lun

$AIAA seems to have a good composition to expose itself more to software companies, rather than to the infrastructure ones (which have already grown a lot in the last 2 years and will necessarily have to slow down)...if we look at last night's results of $TEAM I would say that this ETF could be a great investment for 2025

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ShrimpTheGimp🦐@ShrimpTheGimp

1Lun

A bit late :) I'm not really a fan of thematic ETFs, but I think $AINF is a good addition. I would have liked a bit more infrastructure in the allocation. But it's been doing extremely well since its launch, and significantly better than AI and Big Data. I've added it to my portfolio. The AI boom is likely to continue for some time yet. And 5-10% won't do any harm 😉

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