VUG

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 as Growth Narrows Toward Earnings Visibility

Analysis, Thematic Insights / Patrick Torbert / AMD, ASML, AVGO, SCHD, SMH, SOXX, TCAI, TSMC, VTV, VUG

Value’s 2026 leadership does not mean the Growth bull market is over. It signals a repricing of broad Growth exposure as investors favor current earnings, AI infrastructure bottlenecks, capital-markets leverage and inflation resilience over speculative monetization stories.

Factor Friday | Thematic Edition: Value Leads as Growth Narrows Toward Earnings Visibility Read More »

AMD, ASML, AVGO, SCHD, SMH, SOXX, TCAI, TSMC, VTV, VUG

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 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.

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

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

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

Factor Friday | Thematic Edition: Value Leads as Growth Narrows Toward Earnings Visibility

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

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

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