ETFThemes.com 2026 First Half Review and Outlook: AI Bottlenecks Take Over the Thematic Tape
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.