Just a few years ago, AI was largely being used as a recreational tool. The technology’s advancement to a critical cornerstone for many different companies is nothing short of fascinating.
The rapid rise in AI adoption and innovation is also moving the needle for investment opportunities. Many of the original key AI companies to invest in were focused in the tech sector. However, broadening AI adoption has broadened the opportunity set for sectors capitalizing on the AI craze as well.
Better yet, companies benefitting from the growth in the AI sector aren’t solely linked to those that are embracing the technology in their workflows. After all, as tech giants expand their AI operations, and companies continue to adapt the technology into their workflows, the need for stronger, more comprehensive infrastructure will only grow.
Advisors and investors betting on the AI trend sticking around are likely going to want to tackle the trend through a few different diversified avenues. By doing so, they can capture AI momentum from a collection of sectors benefitting from the same tailwinds, but not necessarily getting exposure to the same kind of market drawdowns.
This is where a diversified infrastructure ETF can come into play. As infrastructure spending ramps up to cover AI adoption and innovation, infrastructure companies stand to distinctly benefit in the long term.
BKGI's Global Take on Infrastructure Opportunities
For those looking for a more diversified take on infrastructure exposure, the BNY Global Infrastructure Income ETF (BKGI ) can help. An active infrastructure ETF, BKGI offers diversification through a few different avenues.
To start, the fund takes a global investment perspective and isn’t beholden to any one country. Considering that international exposure remains a popular investment approach in 2026, BKGI’s country exposure could prove to be especially attractive. Along with exposure to U.S. companies, BKGI holds significant exposure to French, Italian, and Canadian infrastructure companies, as of January 31, 2026.
BKGI also offers diversification opportunities through its investment approach. Unlike traditional infrastructure funds, which tend to solely focus on utilities, industrials, and energy, BKGI’s investment philosophy embraces non-traditional infrastructure companies, such as healthcare, real estate, and communication services companies. This broader opportunity set lets BKGI tap into sectors that traditional infrastructure funds tend to neglect, opening the fund up to potential outperformance.
Speaking of performance, so far BKGI’s approach has paid off — in terms of both income and long-term returns. As of April 28, 2026, the fund’s NAV has risen to 11.77%. Meanwhile, the fund has an annualized dividend yield of 4.91%, as of March 31, 2026.
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