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What If AI Went Away Today? A Simple Look at Semiconductors
Thematic Investing Blog

What If AI Went Away Today? A Simple Look at Semiconductors
AI accelerates chip demand, but semiconductors thrive on broader, durable markets. Even without AI, innovation, diversified end uses, and long-term growth would keep the industry advancing.

November Market Recap: AI Adoption Surges & Tight Liquidity Creates Opportunity
Model Portfolios Blog

November Market Recap: AI Adoption Surges & Tight Liquidity Creates Opportunity
Liquidity tightened, Bitcoin signaled early stress, AI adoption gained traction, and real assets continued to lead in a shifting market regime.

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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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