DRIV

Thematic Flow Report: Investors Are Buying Inflation Hedges, Cash Flow and Select AI Infrastructure

AI, Analysis, Health Innovation, Infrastructure, Natural Resources, Thematic Insights / Patrick Torbert / ARKG, ARKQ, ARTY, BOTZ, CGDV, DRIV, EFV, GDX, GLD, IBB, IGN, ITB, IVES, PKB, PSI, ROBO, SCHD, SLV, SMH, SOXQ, SOXX, VAI, VIG, VTI, VYM, XBI, XHB

Thematic Pulse shows investors hedging inflation and geopolitical risk with dividend quality, gold and natural resources while trimming crowded AI hardware and generic software. Accumulation through weakness is strongest in grid, momentum, defense, biotech and chip vehicles ahead of Nvidia.

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ARKG, ARKQ, ARTY, BOTZ, CGDV, DRIV, EFV, GDX, GLD, IBB, IGN, ITB, IVES, PKB, PSI, ROBO, SCHD, SLV, SMH, SOXQ, SOXX, VAI, VIG, VTI, VYM, XBI, XHB

Going with the Flows: Investors Are Buying Hard AI, Dividend Quality and Geopolitical Hedges

Analysis, Thematic Insights / Patrick Torbert / ARTY, BAI, BOTZ, CGDV, CIBR, DRIV, EFV, FTXL, GDX, GLD, GRID, IGV, ITB, IVES, IYR, KOPX, NVQ, POWR, PSI, ROBO, SCHD, SCHH, SKYY, SLV, SMH, SOXX, VOLT, VTI, VYM, WCLD, XHB, ZAP

Thematic ETF flows show investors buying hard AI infrastructure, dividend quality and geopolitical hedges while cutting software, generic AI, travel and housing. The biggest rotation is not out of AI, but away from narratives toward chips, power and cash flow.

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ARTY, BAI, BOTZ, CGDV, CIBR, DRIV, EFV, FTXL, GDX, GLD, GRID, IGV, ITB, IVES, IYR, KOPX, NVQ, POWR, PSI, ROBO, SCHD, SCHH, SKYY, SLV, SMH, SOXX, VOLT, VTI, VYM, WCLD, XHB, ZAP

Kaleidoscope Thematic Equity Model — June and First Half 2026 Attribution Report

Strategies and Models, Thematic Insights / Patrick Torbert / AIQ, ARKF, ARKQ, ARKX, BKCH, CIBR, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IGF, ITB, KWEB, MLPX, NANR, PAVE, PEJ, PHO, SKYY, SMH, TAN, URA, XBI

The Kaleidoscope Thematic Equity Model underperformed in June as thematic breadth narrowed, but first-half results remained ahead of SPY, led by semiconductors, AI, cybersecurity, grid infrastructure, and electrification despite weakness in crypto, China internet, fintech, and commodities themes during period.

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AIQ, ARKF, ARKQ, ARKX, BKCH, CIBR, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IGF, ITB, KWEB, MLPX, NANR, PAVE, PEJ, PHO, SKYY, SMH, TAN, URA, XBI

Kaleidoscope Thematic Equity Model — May 2026 Monthly Attribution Report

Strategies and Models / Patrick Torbert / AIQ, ARKF, ARKQ, ARKX, BKCH, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IGF, ITB, KWEB, MLPX, NANR, PAVE, PEJ, PHO, SKYY, SMH, TAN, URA, XBI

Kaleidoscope Thematic Equity Model outperformed SPY in May as AI, cybersecurity, cloud, semiconductors and blockchain themes led. AIQ, CIBR, BKCH, SKYY and SMH drove attribution, while KWEB, GBTC, URA, NANR and ITB were the primary detractors during the month.

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AIQ, ARKF, ARKQ, ARKX, BKCH, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IGF, ITB, KWEB, MLPX, NANR, PAVE, PEJ, PHO, SKYY, SMH, TAN, URA, XBI

Kaleidoscope Thematic Equity Model Portfolio — May Attribution Update

Strategies and Models / Patrick Torbert / AIQ, ARKF, CIBR, DRIV, FDN, GBTC, GRID, NANR, SKYY, SMH, TAN, URA

The Kaleidoscope Thematic Equity Model’s May attribution update shows a strong rebound led by Technology Themes, as AI, semiconductors, blockchain, cloud, and fintech exposures offset weaker commodity attribution while preserving meaningful year-to-date outperformance versus the SPY benchmark

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AIQ, ARKF, CIBR, DRIV, FDN, GBTC, GRID, NANR, SKYY, SMH, TAN, URA

Kaleidoscope Thematic Equity Model — Attribution Update

Strategies and Models, Thematic Insights / Patrick Torbert / AIQ, BKCH, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IFG, ITB, KWEB, NANR, PAVE, PEJ, PHO, SMH, URA, XBI

The Kaleidoscope Thematic Equity Model is a diversified, multi-sleeve portfolio allocating across Commodities, Industrial, Technology, and Consumer themes via a curated basket of thematic ETFs — designed to capture structural growth trends while managing concentration risk through disciplined rebalance targets

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AIQ, BKCH, COPX, DRIV, ESPO, FDN, GBTC, GDX, GRID, IFG, ITB, KWEB, NANR, PAVE, PEJ, PHO, SMH, URA, XBI