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The Next Phase of AI: Digital Native Economy
Thematic Investing Blog

The Next Phase of AI: Digital Native Economy
AI is shifting from apps to agents. The platforms built for execution, payments, delivery, and digital commerce may be where AI goes to work next, and where investors should look.

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.

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VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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VanEck Uranium and Nuclear ETF
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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