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AI Infrastructure: Why Buildout Matters More Than Apps
Thematic Investing Blog

AI Infrastructure: Why Buildout Matters More Than Apps
The AI investment opportunity is shifting from software to physical infrastructure. Semiconductors, data centers, energy, and automation are where durable value may be building.

Moat Strategies Join Tech-Led April Rebound
Moat Investing Blog

Moat Strategies Join Tech-Led April Rebound
Tech and semiconductor stocks led April’s rebound. Moat stocks participated in the rally though narrow leadership favoring mega-cap growth weighed on relative performance.

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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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