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BUZZ Investing: AI Leadership Rotates and Macro Risks Reassert
Thematic Investing Blog

BUZZ Investing: AI Leadership Rotates and Macro Risks Reassert
AI and semiconductor leadership rotated beyond mega-caps in late spring 2026 as memory names led, macro risks resurfaced, and crypto-linked stocks lagged.

Liquidity Still Matters as Private Market Access Expands
Private Markets Blog

Liquidity Still Matters as Private Market Access Expands
Private markets are becoming more accessible through evergreen structures and secondaries, but investors still need to carefully evaluate liquidity, time horizon and portfolio fit.

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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NLR
VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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