Thematic investing has returned to the spotlight, but investors are moving beyond direct AI plays to focus on electrification infrastructure needed to power data centers and artificial intelligence (AI) growth. Key Takeaways: ELFI provides broad electrification exposure through utilities, uranium, copper, and two other sectors with equal weighting. SMRF focuses specifically o...

The Amplify Lithium & Battery Technology ETF (BATT) is proving itself as a compelling satellite position designed to capture alpha. While the S&P 500 has remained relatively flat year to date through April 14, BATT’s 18.3% surge demonstrates its ability to decouple from broad-market stagnation. Key Takeaways BATT has surged 18.3% year-to-date, providing a critical [.....

Top Performing Leveraged/Inverse ETFs Last Week These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework. Ticker Name 1 Week Return (RIOX ) Defiance Daily Target 2X Long RIOT ETF 61.46% (SOXL B) Direxion Daily Semiconductor Bull 3X ETF 44.82% (KORU B-) [...]

The T. Rowe Price Financials ETF (TFNS) holds positions in companies expected to drive earnings growth for a sector projected to post 15.1% year-over-year gains in the first quarter, above the 14.6% rate that analysts expected at the start of the quarter, according to a recent FactSet report. Key Takeaways: TFNS holds positions across companies [...]

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VanEck’s Ed Lopez used the Exchange 2026 conference in Las Vegas to highlight how AI infrastructure is reshaping investment opportunities across metals, energy, and emerging markets. Key Takeaways: VanEck’s REMX was named Thematic ETF of the Year for AI infrastructure and defense exposure. Emerging markets returned 37% in 2025, outpacing the S&P 500’s 17% gain [...]