Last September, I wrote an article about the iShares Global Clean Energy ETF ( ICLN ) at a time when the fund had already achieved an impressive 25% return YTD. The paradoxical aspect was that this wasWith a background in asset management, FinHeim Research is specialized in investment analysis and portfolio management, maintaining a global perspective on financial markets. Expertise in portfolio construction and optimization. Long term investor. Passionate about finding value in traditional companies and te ...

Are Drones the Key 2026 Tech Investing Trend? | ETF Trends2026 offers plenty of opportunity in tech investing once again following a breakout year for tech AI tech in 2025. Inventors want that tech upside, but this year could behoove investors to diversify outside of AI hyperscalers. One way to get some exposure to that AI theme alongside robotics and defense may be drones, potentially a key 2026 tech investing trend.See more: [Defense ETF Opportunities Up in 2026: How Two ETFs Approach the Category]While m ...

PresentationHolly SchoenfeldtPublic Relations Leader [Audio Gap] Introduce the presenters for today's program, which are Frank Holmes, U.S. Global Investors' CEO and Chief Investment Officer; Lisa Callicotte, Chief Financial Officer; and myself, Holly Schoenfeldt, Director of Marketing. On the next slide, during this webcast, we may make forward-looking statements about relative business outlook. Any forward-looking statements and all other statements made during this webcast that don't pertain to histori ...

U.S. Global Investors (NasdaqCM:GROW) Q2 2026 Earnings call February 23, 2026 08:30 AM ET Speaker1introduce the presenters for today's program, which are Frank Holmes, U.S. Global Investors CEO and Chief Investment Officer, Lisa Callicotte, Chief Financial Officer, and myself, Holly Schoenfeldt, Director of Marketing. On the next slide. During this webcast, we may make forward-looking statements about relative business outlook. Any forward-looking statements and all other statements made during this webcast ...

Group 1 - FinHeim Research specializes in investment analysis and portfolio management with a global perspective on financial markets [1] - The company focuses on portfolio construction and optimization, emphasizing long-term investment strategies [1] - It aims to identify value in both traditional companies and technology sectors, engaging in thematic investing research and thematic ETFs [1] Group 2 - The main goal of the company's writing is to share hidden value and provide insightful analysis to assist investors in making informed decisions [1]

Group 1 - Utilities have increased by 8.3% in the first 31 trading days of the year, outperforming the S&P 500 by 8.5 percentage points [1] - The decline in Treasury yields has positively impacted the utilities sector [1]

Core Insights - Thematic ETFs have shown strong momentum in early 2026, adding $4 billion in January after a $23 billion increase in 2025 [1] - The VettaFi Thematic Rotation Index provides a disciplined approach to thematic investing, addressing challenges like timing and overlapping exposures [1] Thematic Investment Strategy - VettaFi's index encompasses a multi-sector approach, including trends in energy, financials, materials, and healthcare, beyond just technology [1] - The index is rebalanced quarterly, employing an equal-weighting strategy and capping individual company exposure at 8% to mitigate concentration risk [1] Sector Performance - The late December rebalance identified seven dominant sub-themes: Uranium, Semiconductors, Quantum Computing, GLP-1 Weight Loss Drug Manufacturers, E-Sports & Interactive Gaming, Defense, and Consumer Fintech [1] - Previously popular themes like Cloud Computing and Travel & Leisure have seen a decline in momentum [1] Benchmark Overlap and Returns - The VettaFi index has a low overlap with major benchmarks, at 21% with the S&P 500 and 23% with the Nasdaq 100, including 185 companies with a median market capitalization of $18 billion [1] - The index achieved a 24% return over the 12 months ending January 2026, outperforming the Nasdaq 100 (20%) and S&P 500 (16%) [1] Geographic Diversification - The index primarily focuses on the U.S. market (60%) but also includes companies from Australia, Canada, China, Denmark, and Japan, providing necessary cross-border diversification [1]

Core Viewpoint - The Super Bowl LX is generating significant attention and investment opportunities through various sectors, particularly gaming, technology, and advertising, as companies leverage the event for marketing and engagement strategies [1] Group 1: Gaming Sector - The Amplify Video Game Leaders ETF (GAMR) includes key players like Electronic Arts Inc. (EA), which has transformed its Madden NFL franchise into a cultural phenomenon, with annual Super Bowl simulations gaining popularity [1] - EA's stock represents 2.6% of GAMR, while Microsoft Corp. (MSFT) and Sony Group Corp. (6758) are also significant holdings at 9.3% and 4.6% respectively, highlighting the competitive landscape of gaming hardware [1] - Roblox Corp. (RBLX) is expanding the Super Bowl simulation trend into game streaming, with notable engagement on platforms like YouTube, where creators are simulating NFL seasons [1] Group 2: Halftime Show and Technology - The Apple Music Super Bowl Halftime Show featuring Bad Bunny will prominently display Apple Inc. (AAPL), which holds a 15% position in the Vanguard Information Technology ETF (VGT) [1] - Sony's music distribution arm, The Orchard, plays a role in the halftime show, while Live Nation Entertainment Inc. (LYV) is involved through co-production, with Live Nation representing 10.4% of the MUSQ Global Music Industry Index ETF [1] Group 3: Advertising and Social Media - Early ad releases on social media are becoming a trend, with Comcast Corporation's (CMCSA) Xfinity commercial featuring the original Jurassic Park cast, representing 4.8% of the Communication Services Select Sector SPDR Fund (XLC) [1] - Alphabet Inc. (GOOGL) is showcasing its Gemini AI in a new commercial, holding a combined 20.9% of XLC through its Class A and Class C shares [1] - Amazon.com Inc. (AMZN) has also released an early Alexa spot, making it the largest holding in the Consumer Discretionary Select Sector SPDR Fund (XLY) at 23.4% [1]

Thematic Drone ETFs Flew High In January | ETF TrendsETF Trends is now VettaFi. Read More --Moving into February, advisors and investors can better understand which portfolio strategies and thematic exposures might be well-positioned this year.One investment theme that enjoyed a particularly prosperous January was the drone and unmanned aerial vehicle (UAV) industry. This can be observed through the performance of the [REX Drone ETF (DRNZ)]. As of January 30, 2026, the fund is up 14.92% year-to-date.The one ...

Core Insights - The article emphasizes the importance of creating engaging financial content that is accessible and relevant to everyday investors, highlighting the role of narrative in presenting financial data [1] Group 1: Content Creation - The company specializes in producing written content in various formats, including articles, blogs, emails, and social media, aimed at financial advisors and investment firms [1] - There is a focus on thematic investing, market events, and client education, with an aim to relate to everyday investors in a concise manner [1] - The use of empirical data and charts is highlighted as a method to create evidence-based narratives that effectively communicate financial concepts [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies, indicating a broad interest in macro drivers affecting these markets [1] - There is an emphasis on producing content that is not only informative but also engaging, utilizing SEO strategies and specific style guides when appropriate [1]