Latest Articles
Disruptive Theme of the Week: Food Technology
The rising middle class in emerging markets is another factor spurring demand for higher quality...
5 Companies You’ve Probably Missed When AI Investing
HTEC Index Spotlight: Guardant Health Leading Cancer Diagnostics Future
Disruptive Theme of the Week: ETF Underdogs
More Disruptive Technology Channel Articles
Disruptive Theme of the Week: Themes for a Lower Rate Environment
2024-08-22Fed Chair Jerome Powell has telegraphed that a lower interest rate cut is on the table for...
Disruptive Theme of the Week: Playing Defense
2024-08-14When markets correct, it is a good time to revisit which equity market sectors are “defensive”...
Disruptive Theme of the Week: Where’s The Juice?
2024-08-07The “juice” in the article title does not refer to orange juice futures like in the classic film...
Innovation in Healthcare: HTEC’s Q2 Movers and Shakers
2024-08-01The second quarter of the year saw significant developments benefiting many HTEC constituents....
A ROBO Rebound Ahead?
2024-07-29If you’ve been following along – we’ve been sharing how we’ve been in the “Eye of the Robo Storm”...
THNQ Tank: AI Index and Ecosystem Summer Highlights
2024-07-29Outside of all the noise, the near weekly new announcements of groundbreaking, benchmark-climbing...
ROBO Global Robotics and Automation Index – ROBO: Q2 Index Commentary
2024-07-24Overall, the ROBO Global Robotics and Automation Index saw a -5.6% return for the second quarter...
ROBO Global Healthcare Technology & Innovation - HTEC: Q2 Index Commentary
2024-07-24The year 2024 began with a general expectation of greater stability and fewer unknowns. This...
ROBO Global Artificial Intelligence Index – THNQ: Q2 Index Commentary
2024-07-24During 2Q 2024, the ROBO Global Artificial Intelligence Index (THNQ) saw a + 2.6% return, roughly...
Disruptive Theme of the Week: The Rise of Active Thematic ETFs
2024-07-23This year has been a big year for active ETFs! According to Morningstar, even though actively...
Disruptive Theme of the Week: Nearshoring
2024-07-10The pandemic was a wake-up call for many companies, highlighting the fragility of their supply...
Top Themes in the First Half of 2024: Crypto, Chips, Ships & Silver
2024-07-02After a torrid risk-on run in the first quarter of 2024, markets cooled off a bit but ended the...
A Shakeup for Technology ETFs
2024-06-27The Technology Select Sector SPDR Fund (XLK ) rebalanced last week. It swapped a large position...
Disruptive Theme of the Week: Carbon Capture Utilization & Storage
2024-06-26Ultimately, climate change solutions will need cooperation from all parties, especially in...
Disruptive Tech Theme of the Week – Rare Earths & Critical Materials
2024-06-18Critical materials are essential for clean energy applications and technologies like electric...
Assessing the Broad Robotics Landscape
2024-06-14The robotics market has weathered a challenging 14-month period. It has faced headwinds such as...
Disruptive Theme of the Week: Flying Cars
2024-06-14I have been dreaming about flying cars since I was a child, watching the cartoon “The...
A Bright Robotics Future Ahead
2024-06-10This probably will surprise most people reading this, but the robotics space overall faced one of...
AI is More Than NVIDIA
2024-06-10NVIDIA recently briefly breached a $3 trillion market cap, adding an impressive $2 trillion in...
Consumer Staples ETFs: Thinking Outside of the Big Box
2024-06-06Despite uncertainty in consumer strength, consumer discretionary stocks still pulled ahead of...
Disruptive Theme of the Week: Defense Technology
2024-05-29A confluence of factors have combined to make defense technology a compelling ETF investment...