Beyond the Mag 7: Finding the Real Winners of the AI Boom
Beyond the Mag 7: Finding the Real Winners of the AI Boom
Publish Date: 2026-06-22 18:06:00
Source Domain: www.theglobeandmail.com
Here are the key points from the discussed episode of ETF Spotlight regarding VistaShares Supercycle ETFs:
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Introduction to Supercycle ETFs:
- Supercycle ETFs are funds designed to capture long-term, technology-driven trends that are expected to impact industries significantly over several years.
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Performance:
- The VistaShares Artificial Intelligence Supercycle ETF (AIS) has outperformed other AI ETFs, rising by around 235% over the past year.
- The VistaShares Electrification Supercycle ETF (POW) has also shown robust performance with an increase of about 60% this year.
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Investment Strategy:
- AIS focuses on “picks-and-shovels” providers supplying semiconductors, servers, and data center infrastructure, excluding the underperforming Mag-7 stocks.
- POW targets companies involved in upgrading electrical grids, transmission systems, transformers, energy storage, and related infrastructure driven by AI and broader electrification trends.
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Top Holdings:
- The top holdings in AIS include SK Hynix, Micron Technology (MU), Advanced Micro Devices (AMD), and Marvell Technology (MRVL).
- The top holdings in POW include Powell Industries (POWL), Quanta Services (PWR), and Eaton Corp. (ETN).
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International Exposure:
- Both ETFs have significant exposure to international companies leading in innovation within their respective sectors and which are otherwise not easily accessible to U.S.-based investors.
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Stay Updated:
- Encourages listeners to stay tuned for further editions of ETF Spotlight on Zacks Investment Research and to subscribe to their newsletter for additional valuable insights on top-performing ETFs.
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Contact Information:
- Provides a link to Zacks’ Fund Newsletter and an email address for comments or questions: [email protected].
That’s a concise summary of the key points made in the podcast.
