GRID

Going with the Flows: The AI Eco-System is Melting up

AI, Alternative Energy, Analysis, Consumer, Crypto, Cyber, Infrastructure, Natural Resources, Technology, Thematic Insights / Patrick Torbert / ARTY, BAI, BITQ, BKCH, CGDV, FTXL, GRID, HYDR, IGV, PSI, SCHD, SMH, SOXQ, SOXX, VTI, VYM, WGMI, XSD

ETFThemes.com weekly fund-flow and performance analysis.

Going with the Flows: The AI Eco-System is Melting up Read More »

ARTY, BAI, BITQ, BKCH, CGDV, FTXL, GRID, HYDR, IGV, PSI, SCHD, SMH, SOXQ, SOXX, VTI, VYM, WGMI, XSD

Thematic Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges

AI, Analysis, Consumer, Crypto, Health Innovation, Infrastructure, Technology, Thematic Insights / Patrick Torbert / BAI, GLD, GRID, IGV, ITB, SMH, SPMO, XBI

Thematic risk appetite remains intact, but leadership is narrowing toward AI compute, software, smart grid, infrastructure and energy hedges. FactSet flows favor semiconductors and electrification, while higher rates, oil shocks and geopolitics raise the hurdle for speculative growth trades today

Thematic Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges Read More »

BAI, GLD, GRID, IGV, ITB, SMH, SPMO, XBI

Themes in Motion: Examining Electrification & Smart Grid Themed ETFs

Infrastructure, Research / Patrick Torbert / ELFY, GRID, POW, POWR, VOLT, ZAP

Electrification and smart grid ETFs are becoming a second-derivative AI infrastructure trade, with FactSet earnings data showing improving EPS expectations, positive estimate revisions, and better operating leverage across grid modernization, power infrastructure, utilities, and electrical equipment exposure.

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ELFY, GRID, POW, POWR, VOLT, ZAP

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

Thematic ETF Outlook Ahead of the FOMC: Fed Patience Meets AI Capex, Oil Inflation, and a Crowded Growth Rebound

Analysis, Thematic Insights / Patrick Torbert / AIQ, AMLP, ARKK, BAI, CGDV, DGRO, GRID, ICLN, IFRA, IGV, MLPX, OIH, PAVE, QTUM, SCHD, SMH, SOXX, TAN, VNQ, VYM, XOP

A patient Fed leaves thematic ETF investors balancing AI infrastructure strength against oil-driven inflation risk. Recent flows favor a barbell of semiconductors, grid infrastructure, dividend income, energy, and MLPs while trimming extended software and speculative growth themes into today’s decision.

Thematic ETF Outlook Ahead of the FOMC: Fed Patience Meets AI Capex, Oil Inflation, and a Crowded Growth Rebound Read More »

AIQ, AMLP, ARKK, BAI, CGDV, DGRO, GRID, ICLN, IFRA, IGV, MLPX, OIH, PAVE, QTUM, SCHD, SMH, SOXX, TAN, VNQ, VYM, XOP

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