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Growth Theme
AI & Semiconductors
The AI infrastructure ETF toolkit on U.S. exchanges
US ETFs
5
HK ETFs
0
Theme avg 24h
-8.78%
Growth Thesis
AI capex is driving a semiconductor super-cycle; SOXX/SMH concentrate chip leaders while BOTZ covers robotics automation.
Global semiconductor sales expected to grow double digits 2024–2026
ETF Picks
Picks · live quotes
Updated 10/19/2026, 4:21:44 PM
| Symbol | Market | Underlying | Price | 24h | Fee | Thesis | Share |
|---|---|---|---|---|---|---|---|
| SOXXFeaturediShares Semiconductor | US · NASDAQ | U.S. semiconductor top 25 | $493.39 | -11.80% | 0.35% | Heavy NVIDIA, Broadcom, AMD weights | |
| SMHVanEck Semiconductor | US · NASDAQ | Global semiconductors | $539.79 | -10.53% | 0.35% | Includes TSMC and non-U.S. chip names | |
| BOTZGlobal X Robotics & AI | US · NASDAQ | Robotics and AI value chain | $33.02 | -6.93% | 0.68% | Japan, Korea, and Europe automation leaders | |
| ARKQARK Autonomous Tech & Robotics | US · CBOE | Autonomous tech, robotics, 3D printing | $112.24 | -9.12% | 0.75% | ARK thematic fund — high volatility | |
| QQQFeaturedInvesco QQQ | US · NASDAQ | Nasdaq 100 Index | $709.8 | -5.52% | 0.20% | Tech growth benchmark including Mag 7 |
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