Rockwell Automation

Applied Industrial Technologies

Eaton

Primoris Services

Clean Harbors

CRH Plc Sponsored ADR

Ingersoll-Rand

Timken

Fastenal

Tema American Reshoring ETF

RSHO actively manages a narrow portfolio of US stocks that are anticipated to benefit from deglobalization. The funds adviser combines a top-down and bottom-up approach to selecting and weighting fund holdings.

Global X Artificial Intelligence & Technology ETF

ARK Innovation ETF

ARK Industrial Innovation ETF

Roundhill Generative AI & Technology ETF

Alerian Energy Infrastructure ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Tema Obesity & Cardiometabolic ETF

Roundhill Magnificent Seven ETF

Range Nuclear Renaissance Index ETF

GraniteShares 2x Long NVDA Daily ETF

Yieldmax Arkk Option Income Etf

Roundhill GLP-1 & Weight Loss ETF

ROBO Global Robotics and Automation ETF

Global X Defense Tech ETF

Robo Global Artificial Intelligence ETF

Amplify Weight Loss Drug & Treatment ETF

USC Midstream Energy Income Fund

Pacer American Energy Independence ETF

ProShares Ultra Semiconductors

Themes Generative Artificial Intelligence ETF

2024 was an amazing year for investment performance, with the broad market S&P 500 TR Index up over 28%. There were also some serious ETF milestones achieved this year.

Disruptive Theme of the Week: 2024's Top Investment Themes & Trends

Global X FinTech ETF

Amplify Mobile Payments ETF

iShares US Manufacturing ETF

Pacer Industrials and Logistics ETF

Proshares Supply Chain Logistics ETF

The holiday shopping season in recent years kicked off with a five-day weekend that began on Thanksgiving and wrapped up on Cyber Monday. According to the National Retail Federation, roughly 197 million shoppers participated in the retail frenzy this year.

Disruptive Theme of the Week: Transformation of Retail

First Trust SkyBridge Crypto Industry and Digital Economy ETF

iShares U.S. Aerospace & Defense ETF

SPDR S&P Bank ETF

Energy Select Sector SPDR Fund

KBE, XLE, ITA, CRPT and RSHO are included in this Analyst Blog.

The Zacks Analyst Blog KBE, XLE, ITA, CRPT and RSHO

Let's delve into the sectors that may benefit from the Trump administration and the ETFs worth betting on.

5 Sector ETFs to Gain Under Trump Presidency

Investors are piling into exchange traded funds focused on companies that are reviving or expanding production in the U.S. and taking advantage of government subsidies.

U.S. manufacturing ETFs win assets as investors bet on 'reshoring'

First Trust S-Network Streaming and Gaming ETF

Invesco Next Gen Media and Gaming ETF

Amplify Online Retail ETF

Global X Infrastructure Development EX-US ETF

iShares Virtual Work and Life Multisector ETF

ProShares On-Demand ETF

Proshares Online Retail ETF

Global X U.S. Infrastructure Development ETF

SP Plus

Direxion Work From Home ETF

You have probably seen This or That games across social media. This is a just-for-fun version for ETF fans that covers some of the biggest themes among equity ETFs.

This or That: ETF Themes Edition

Rising labor costs in traditional low-cost countries and high indirect costs are making reshoring to the USA more competitive, reducing the total cost of ownership for American manufacturers. The Tema American Reshoring ETF uses top-down and active bottom-up screening analysis to invest in companies with a durable competitive advantage, resulting in a total return of 37% since inception and outperforming the S&P 500. Bipartisan support through major spending bills and increased foreign direct investment bolster the reshoring trend, making RSHO well-positioned to benefit from established companies with strong balance sheets.

RSHO: Reshoring Alpha To America

Reshoring trend sees manufacturing returning to the US, creating jobs and reducing reliance on overseas operations. Tema American Reshoring ETF (RSHO) captures growth opportunity in companies benefiting from the reshoring trend. Manufacturing Supercycle driven by government spending and private industry investment, along with reshoring initiatives are expected to continue for years.

Tema American Reshoring ETF: Benefiting From The Return Of US Manufacturing

Amplify Transformational Data Sharing ETF

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Invesco QQQ

This year has been a big year for active ETFs! According to Morningstar, even though actively managed ETFs still only represent 7% of ETF assets, they accounted for 25% of the flows in the first half of this year, growing to a record $889 billion from their start of the year, $714 billion.

Disruptive Theme of the Week: The Rise of Active Thematic ETFs

Global X Robotics & Artificial Intelligence ETF

iShares Robotics & Artificial Intelligence Multisector ETF

Aztlan North America Nearshoring Stock Selection ETF

Engine No 1 Transform Supply Chain ETF

The pandemic was a wake-up call for many companies, highlighting the fragility of their supply chains. After the pandemic, nearshoring, or the act of moving business production closer to home to neighboring countries, has become an important disruptive theme.

Disruptive Theme of the Week: Nearshoring

Tema's American Reshoring ETF looks to benefit from deglobalization and U.S. job creation.

'Early innings' of a U.S. manufacturing boom: Tema ETFs CEO delivers bull case for industrials

Sprott Copper Miners ETF

Global X Copper Miners ETF

iShares Copper and Metals Mining ETF

iShares U.S. Digital Infrastructure and Real Estate ETF

iShares Evolved U.S. Technology ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

SPDR S&P Metals & Mining ETF

Halfway through the year, thematic equity ETFs have exhibited wide levels of dispersion but continue to capture the market's attention heading into the second half of 2024.

BlackRock's Top Thematic Trends to Watch in 2H

Innovator S&P 500 Buffer ETF - September

Invesco S&P Emerging Markets Low Volatility ETF

iShares Edge MSCI Min Vol Emerging Markets ETF

The Goldman Sachs Future Planet Equity ETF

iShares Global Clean Energy ETF

KPOP and Korean Entertainment ETF

KraneShares Global Carbon ETF

Global X AgTech & Food Innovation ETF

Neuberger Berman Carbon Transition Infrastructure ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

American Century U.S. Quality Growth ETF

ALPS Sector Dividend Dogs ETF

AllianzIM US Large Cap Buffer20 Sep ETF

Invesco S&P 500 Low Volatility ETF

iShares Edge MSCI Min Vol USA ETF

Greetings, VettaFi Voices! In recent months, we've talked about a lot of different issues, from the micro to the macro, but let's go REALLY big picture this week.

VettaFi Voices On: The Biggest Threat to the Global Economy

First Trust RBA American Industrial Renaissance ETF

Goldman Sachs Bloomberg Clean Energy Equity ETF

iShares US Infrastructure ETF

Invesco Dynamic Building & Construction ETF

Invesco Solar ETF

Circumnavigate the transformative path of Bidenomics -- the Presidential economic strategy -- seeking to reshape the U.S. economy in favor of the environment, labor, and manufacturing revival.

Bidenomics Divulged: ETFs in Focus

First Trust NASDAQ Global Auto Index Fund

Global X Autonomous & Electric Vehicles ETF

VanEck Video Gaming and eSports ETF

iShares MSCI Taiwan ETF

Fidelity Electric Vehicles and Future Transportation ETF

Invesco Dynamic Semiconductors ETF

Technology Select Sector SPDR Fund

SPDR S&P Semiconductor ETF

The technology sector is on a tear again, rebounding mightily in the first half from its devastating year in 2022. The Technology Select Sector SPDR Fund (XLK) up about 40% year-to-date and has almost reached its levels at the end of 2021.

VettaFi Voices On: Targeting Semiconductors in Tech Investing

Invesco S&P SmallCap Industrials ETF

The recent surge in American reshoring, the process of bringing back manufacturing and production activities to the United States from overseas, has gained significant momentum.

American Reshoring: ETF Plays to Unlock Opportunities

Play New ETF RSHO to Bet on American Reshoring (Revised)

Play New ETF RSHO to Bet on American Reshoring

Tema Luxury ETF

Tema ETFs, a new investment platform, has launched its debut ETFs: the Tema American Reshoring ETF (NYSE Arca: RSHO) and the Tema Luxury ETF (NYSE Arca: LUX). The two actively managed thematic ETFs are available to trade on the New York Stock Exchange.

Tema Launches Active Luxury and Reshoring ETFs

Tema ETFs founder and CEO Maurits Pot told VettaFi that luxury is a booming sector. Luxury stocks are at all-time highs and are resilient.

Tema's Maurits Pot Talks New Luxury and Reshoring ETFs and the Active Approach

News for Tema American Reshoring ETF ETF (RSHO)