Thematic ETF flows show investors buying AI hardware, dividend income, REITs, biotech, infrastructure and banks while cutting generic AI, software, natural resources, clean energy and crypto-linked themes. The message is selective risk appetite, not a broad innovation rally right now
Going with the Flows: Thematic Investors Are Buying AI Hardware, Not Generic AI Read More »
The first half of 2026 showed thematic investors moving beyond broad AI stories into bottleneck-specific ETFs tied to memory, semiconductors, photonics, power, grid infrastructure and space, while stale internet, China, disruption and precious-metal exposures struggled, confirming flows followed fundamentals visibility.
Space investing has moved from scarcity premium to security selection after the SpaceX IPO. The listing did not break the theme; it forced investors to distinguish durable orbital infrastructure from speculative proxies that had rallied on FOMO, liquidity, and hype.
Space After SpaceX: The Theme Is Still Alive, but the Proxies Are Being Repriced Read More »
Thematic ETF flows still favor AI-linked software, semiconductors, electrification and infrastructure, but leadership is narrowing. Investors are rotating away from commodity hedges and weaker speculative themes while adding selectively to REITs as lower crude and rates become plausible near-term catalyst
Going with the Flows: Weekly Thematic ETF Fund Flow Review Read More »
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