Core Insights - The global artificial intelligence (AI) market is projected to reach $4.8 trillion by the end of 2033, with significant investments currently being made in AI development, indicating substantial growth potential in the sector [2]. AI Market Overview - The AI industry is still in its early stages, suggesting numerous investment opportunities remain available [1]. - AI stocks experienced significant growth in 2025, and despite some declines, the industry continues to show strong growth prospects [3]. ETF Analysis - The Global X Robotics & Artificial Intelligence ETF focuses on robotics, providing less exposure to major tech stocks and better diversification compared to other AI ETFs [5][6]. - The First Trust Nasdaq Artificial Intelligence & Robotics ETF categorizes its holdings into "enablers," "engagers," and "enhancers," with approximately 60% of its portfolio dedicated to engagers, offering a robotics tilt [8][11]. - The Roundhill Generative AI & Technology ETF targets generative AI, investing in about 50 companies and actively managed to adapt to market changes, with top holdings including major tech firms like Alphabet and Nvidia [9][10]. - The WisdomTree Artificial Intelligence & Innovation ETF aims for broader AI exposure but has a significant concentration in U.S. companies, limiting global exposure [12]. - The iShares AI Innovation & Tech Active ETF, a newer fund with about $8.6 billion in assets, focuses on U.S. mega-cap companies and has a concentrated portfolio of around 40 stocks [13][14].
5 AI ETFs You Need to Own Before the Global Market Hits $5 Trillion
The Motley Fool·2026-02-06 09:45