Core Insights - Generative AI represents a significant investment opportunity, with various ETFs available for exposure beyond individual stocks [1][2] Group 1: AI ETFs - The Global X Artificial Intelligence & Technology ETF (AIQ) is a prominent choice, managing $7.7 billion in assets with an expense ratio of 0.68% [3][4] - This ETF holds 86 stocks and is not heavily weighted towards mega-cap tech companies, providing a diversified exposure [4] - Major holdings include Samsung (5% of total assets), Alphabet, Micron, Taiwan Semiconductor, and Advanced Micro Devices [5] Group 2: Actively Managed ETFs - The Ark Next Generation Internet ETF (ARKW), managed by Cathie Wood, focuses on companies benefiting from cloud infrastructure, mobile technology, digital payments, and autonomous mobility, all of which are poised to gain from generative AI [6][7] - This ETF includes traditional AI stocks like Alphabet and AMD, as well as less obvious choices like Roku, Shopify, and Robinhood [8] Group 3: Alternative Investment Options - The Vanguard Dividend Appreciation ETF (VIG) targets stocks with a strong history of dividend growth, allowing for technology exposure without focusing on current yield [9][10] - Top holdings include Broadcom, Microsoft, Apple, Oracle, Cisco Systems, and IBM, with the tech sector comprising 28% of total assets [11] - This ETF may appeal to investors seeking generative AI exposure with lower risk tolerance and a focus on income growth [12]
3 ETFs Set for Explosive Growth in 2026 as Generative AI Adoption Soars
The Motley Fool·2026-01-09 12:31