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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.

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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