POWR

Weekly Thematic Pulse: Oil Wins the Day, but AI Still Owns the Flows

AI, Alternative Energy, Analysis, Crypto, Infrastructure, Natural Resources, Technology, Thematic Insights / Patrick Torbert / AIQ, AMLP, BUG, CIBR, CLOU, GLD, GRID, HACK, ICLN, JETS, JTEK, OIH, PCG, POWR, QCLN, QQQ, SMH, SOXX, VTV, VUG

Our weekly check-in on thematic ETF flows as they relate to developing news stories shows renewed interest in Energy, some near-term rotation from Growth-to-Value styles and a market that is favoring results over concepts. However the macro backdrop remains constructive with employment strong, services and manufacturing PMI expanding and core inflation continuing at low levels. […]

Weekly Thematic Pulse: Oil Wins the Day, but AI Still Owns the Flows Read More »

AIQ, AMLP, BUG, CIBR, CLOU, GLD, GRID, HACK, ICLN, JETS, JTEK, OIH, PCG, POWR, QCLN, QQQ, SMH, SOXX, VTV, VUG

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape

AI, Analysis, Cyber, Infrastructure, Natural Resources, Technology, Thematic Insights / Patrick Torbert / AIQ, AMLP, ARKQ, BAI, BOTZ, CGDV, DGRO, FCG, ICLN, IGV, KOPX, MLPX, MTUM, OIH, PAVE, PDP, POWR, QCLN, ROBO, SCHD, SKYY, SPMO, VIG, VYM, XOOP

For thematic ETF investors, the better question is not “Growth or Value?” It is which Growth, and which Value? The Growth side is AI infrastructure, semiconductors, software, robotics, and momentum. The Value side is dividend income, legacy energy, infrastructure, and selected real-asset exposure. The data argues for a barbell: participate in the AI-led rebound, but do not ignore the rate-and-inflation regime that put Value ahead in the first place.

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape Read More »

AIQ, AMLP, ARKQ, BAI, BOTZ, CGDV, DGRO, FCG, ICLN, IGV, KOPX, MLPX, MTUM, OIH, PAVE, PDP, POWR, QCLN, ROBO, SCHD, SKYY, SPMO, VIG, VYM, XOOP

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.

Themes in Motion: Examining Electrification & Smart Grid Themed ETFs Read More »

ELFY, GRID, POW, POWR, VOLT, ZAP

Weekly Thematic Pulse: Oil Wins the Day, but AI Still Owns the Flows

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape

Themes in Motion: Examining Electrification & Smart Grid Themed ETFs

Subscribe to our Newsletter