SCHD

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.

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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

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.

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

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

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

Thematic ETF Daily Trading Outlook

Daily Trading Outlook / Patrick Torbert / EPG, FLYU, GDX, GLD, LABU, MSOS, NANR, SCHD, SILJ, SLV, VITI

The setup points to a thematic market where natural resources and metals are leading on geopolitical inflation stress, while biotech, travel, cannabis, blockchain, and high-beta growth remain under the most pressure.

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EPG, FLYU, GDX, GLD, LABU, MSOS, NANR, SCHD, SILJ, SLV, VITI

Thematic Equity Allocation in 2026: The Message From YTD Fund Flow Trends

Analysis, Thematic Insights / Patrick Torbert / IWM, QQQ, SCHD, SLV, SMH, SPY, VTI, VTV, VUG

Thematic investing in 2026 has shifted from broad narrative-driven exposure toward disciplined allocation, with investors concentrating capital in AI infrastructure, dividend growth, and quality equities. This evolution reflects a preference for earnings visibility, resilience, and selective positioning amid macro and geopolitical uncertainty.

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IWM, QQQ, SCHD, SLV, SMH, SPY, VTI, VTV, VUG

Thematic ETF Daily Trading Update

Daily Trading Outlook / Patrick Torbert / GDX, GLD, GLDM, IAU, ICF, IYR, KOPX, RWR, SCHD, SGOL, SIL, SILJ, SLV, SPHD, SPLV, USRT, VNQ, VYM, XLRE

Mon, Feb 2, 2026 Macro & Equity Setup S&P futures -0.6% / Nasdaq futures -0.9% in Monday morning trading following Friday’s risk-off close. Overnight: Asia sharply lower (South Korea -5% worst performer; Hong Kong/China -2%+), Europe -0.2%, Treasuries firmer (yields ~4 bp lower at the long end), DXY +0.1%, gold -1.1%, silver +2.0%, bitcoin -7.2%,

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GDX, GLD, GLDM, IAU, ICF, IYR, KOPX, RWR, SCHD, SGOL, SIL, SILJ, SLV, SPHD, SPLV, USRT, VNQ, VYM, XLRE