Thematic Investing Trends - The market is closely monitoring tokenization and its potential within the ETF structure [3] - Reshoring is gaining traction as a significant theme, driven by policy and consumer factors, potentially benefiting old-school infrastructure and industrial products [3][4] - Infrastructure is a key area of focus, particularly in relation to reshoring efforts [6] Impact of External Factors - Tariffs, while not currently having a massive impact on consumers, could further drive reshoring efforts through infrastructure plays [6] - Electrification of the US economy is crucial to support the AI boom [7] Company Focus - Global X's largest ETF, PAVE, highlights the importance of infrastructure [6]

Welcome back to the halftime report. I'm Dominic Chu with your ETF edge. Thematic ETF investing has gained a lot of popularity over the last few years and of course artificial intelligence has been a huge driver of those flows.But is AI the only game in town. Joining me now is Ryan Oconor. He's the CEO of Global X ETFs.They do a lot of thematic investing. So Ryan, an interesting point about just how big the AI trade is. How big has it been for you at Global X and just how strong is that dynamic and momentum ...