The Tema Electrification ETF (VOLT) gained about 38% year-to-date in 2026, significantly outperforming the S&P 500's 11% rise. This growth is driven by increased demand for power grid infrastructure needed to support AI data centers, which is causing equipment makers like transformer and switchgear companies to see higher prices and margins. The fund invests in companies tied to global electrification, benefiting from a multi-year capex cycle in grid buildout amid supply constraints and rising electricity prices. Future gains depend on continued infrastructure investment, tight supply, and supportive policy, though valuation levels are now higher than at inception.
The iShares Asia 50 ETF (AIA) has surged 52.67% year to date through June 3, 2026, vastly outperforming the SPDR S&P 500 ETF Trust's 10.61% gain. This rally is primarily driven by semiconductor stocks, especially Taiwan Semiconductor Manufacturing Co...
The S&P 500 experienced its largest single-day drop since April 2025, triggered by a stronger-than-expected jobs report that halted the index's upward momentum. This decline caused a 2.6% loss for the week, ending a nine-week winning streak. Despite ...
Stephen Tobin, an experienced investor, maintains a high-beta, long-only portfolio focused on small-cap emerging tech stocks aiming to outperform the S&P 500 by 300%. Despite short-term inflation and rising yields, he views inflation as a driver for ...
In May 2026, investors heavily favored large-cap core equity ETFs, particularly broad-market S&P 500 funds like Vanguard's VOO, which saw nearly $19 billion in inflows. Tech-focused ETFs such as Invesco QQQ and thematic active ETFs like Roundhill Mem...
Goldman Sachs Future Tech Leaders Equity ETF (GTEK) surged 52% year-to-date through June 1, 2026, compared to an 11% gain in the S&P 500. The fund's strategy avoids mega-cap tech giants, focusing instead on smaller innovative tech firms benefiting fr...
