Thematic ETF money piles into five themes, with AI and compute still on top
FinanceYF5 · x · 2026-08-24
A chart shared by KyleReidhead shows 2026 thematic ETF flows concentrated in five themes: AI, compute infrastructure, defense, space, and nuclear power, at visibly higher scale than prior years.
He argues 2027 will add biotech/healthcare, robotics, and crypto, while AI, space, and power persist. His core point: markets are forward-looking and make their big moves before thematic ETFs become popular, so 2027 themes are where you want to allocate today. The original post also promotes his paid portfolio service Milk Road PRO.
More from AGI Musings
- Harness vs. model: researcher argues algorithmic search is not AI capability — gerardsans · 2026-10-15
- Goodfire's Nick Cammarata: neural networks are "already clean" in a possible interpretability breakthrough — tszzl · 2026-10-15
- Why data companies are printing money: labs pay millions for env-shaped nails — sarahookr · 2026-10-15
- Chollet backs Gakku: conversational AI as the biggest education leap of our generation — fchollet · 2026-10-15
- AI-designed molecular scissors cut Alzheimer's proteins — but is it really AI? — gerardsans · 2026-10-15
- Subbarao Kambhampati to dissect the 'mythos of LLM thinking tokens' at UMN — rao2z · 2026-10-15