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The State of US Sector Investing in Mid-2026
Thematic Investing Blog

The State of US Sector Investing in Mid-2026
The 2026 market looks calm on the surface, but sector dynamics are anything but. Concentration in semiconductors is extreme while value, energy, and healthcare quietly gain ground.

Quality and Moats in a Broadening Market
Moat Investing Webinar

Quality and Moats in a Broadening Market
The market that carried a handful of mega-cap AI names is showing signs of change. The AI trade has hit resistance, the...

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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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