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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.

SMHC: Investing in China’s Parallel Semiconductor Ecosystem
Thematic Investing Blog

SMHC: Investing in China’s Parallel Semiconductor Ecosystem
China is investing heavily to build its own semiconductor industry, creating opportunities for investors beyond traditional semiconductor portfolios.

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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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