NVQ

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.

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

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

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

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