IGF

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.

Kaleidoscope Thematic Equity Model — May 2026 Monthly Attribution Report Read More »

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

Tactical Thematic ETF Positioning Report: Where Smart Money Is Moving as the Middle East Tilts Toward Peace

Alternative Energy, Analysis, Crypto, Infrastructure, Technology / Patrick Torbert / ENFR, FTXL, GLD, IFRA, IGF, IGV, MLPX, NUKZ, PAVE, PPA, PSI, SMH, SOXX, URA, URNM, WCLD, XAR

As Iran talks resume, smart money isn’t waiting for a signed deal. Investors are rotating into energy infrastructure, defense, semiconductors, and nuclear — positions that survive a delay, survive a deal, and benefit from normalization regardless of timeline.

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ENFR, FTXL, GLD, IFRA, IGF, IGV, MLPX, NUKZ, PAVE, PPA, PSI, SMH, SOXX, URA, URNM, WCLD, XAR

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database

Analysis, Thematic Insights / Patrick Torbert / AMLP, BKCH, CRPT, DAPP, DGRO, EMLP, ESGU, ESGV, GLD, IGF, IGV, ITA, KRBN, PAVE, PPA, QQQ, SCHD, SLV, SMH, SOXX, SPMO, VUG, VYM, XOP

Geopolitical events have equities in correction, but underneath the surface there is a clear ongoing shift towards physical assets and infrastructure.

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database Read More »

AMLP, BKCH, CRPT, DAPP, DGRO, EMLP, ESGU, ESGV, GLD, IGF, IGV, ITA, KRBN, PAVE, PPA, QQQ, SCHD, SLV, SMH, SOXX, SPMO, VUG, VYM, XOP

Kaleidoscope Thematic Equity Model — May 2026 Monthly Attribution Report

Tactical Thematic ETF Positioning Report: Where Smart Money Is Moving as the Middle East Tilts Toward Peace

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database

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