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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

-6.38%

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 6/27/2026, 3:27:35 AM

SymbolMarketUnderlyingPrice24hFeeThesisShare
SOXXFeaturediShares SemiconductorUS · NASDAQU.S. semiconductor top 25$593.34-7.21%0.35%Heavy NVIDIA, Broadcom, AMD weights
SMHVanEck SemiconductorUS · NASDAQGlobal semiconductors$612.82-7.13%0.35%Includes TSMC and non-U.S. chip names
BOTZGlobal X Robotics & AIUS · NASDAQRobotics and AI value chain$36.1-5.92%0.68%Japan, Korea, and Europe automation leaders
ARKQARK Autonomous Tech & RoboticsUS · CBOEAutonomous tech, robotics, 3D printing$123.34-7.38%0.75%ARK thematic fund — high volatility
QQQFeaturedInvesco QQQUS · NASDAQNasdaq 100 Index$709.18-4.25%0.20%Tech growth benchmark including Mag 7
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