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Top AI Companies to Watch in 2026
Thematic Investing Blog

Top AI Companies to Watch in 2026
AI is moving from experimentation to infrastructure. For investors, that means watching not just model builders, but the semiconductor companies supplying the compute behind the shift.

TSMC Q1 Earnings Call: What It Means for SMH
Thematic Investing Blog

TSMC Q1 Earnings Call: What It Means for SMH
TSMC posted record Q1 results, beat estimates, and raised its full-year outlook. CEO CC Wei called AI demand "extremely robust". Here is what it means for SMH.

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Exposure to the largest companies in the semiconductor sector
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Metals critical to the energy transition and other advanced technologies
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Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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