Core Insights - Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) has surpassed $2 billion in assets under management (AUM) within 9 months of its launch, making it one of the fastest-growing active ETFs in the U.S. equity market [1] - GRNY has achieved a total return of 17.88% since inception, outperforming the S&P 500 by 907 basis points year-to-date as of July 25, 2025 [1] Investment Strategy - GRNY aims to invest in approximately 35 high-quality stocks from the S&P 500, focusing on thematic arcs expected to be significant over the next 5-10 years, including global labor shortages, cyber and energy security, and monetary policy cycles [2] - The investment process is theme-focused, selecting stocks that align with at least two of the identified themes, supported by Fundstrat's research-driven framework [2] Communication and Transparency - The company emphasizes transparency in its investment process, providing regular updates through weekly videos and consistent email notifications to investors [3] - Monthly live webinars are conducted to equip investors and advisors with institutional-quality content, enhancing the understanding of investment decisions [3]

Core Insights - Fundstrat Capital's Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved over $1.5 billion in assets under management (AUM) since its launch on November 7, 2024, with a return of 13.40% as of June 30, 2025 [1][2] Company Overview - The milestone of reaching $1.5 billion in AUM reflects strong investor support and trust in the GRNY ETF [2] - Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, highlighted the appreciation from GRNY holders for the weekly videos that clarify investment decisions and macroeconomic insights [2] Investment Strategy - GRNY's investment framework combines long-term structural themes such as millennial-driven demand, technological innovation, and monetary easing with short-term tactical signals like style rotation and shifts in PMI [2]