How this market-beating fund is constantly shifting to keep up with the AI trade
Why now
Thesis: Active fund outperforms by rotating to capture AI trade.
Catalyst to watch: Continued AI sector momentum and fund rebalancing.
Main risk: AI trade reversal could hurt performance.
Why it matters
A quarterly-rebalanced fund outperforming on AI exposure illustrates active rotation capturing the AI trade.
Details
An exchange-traded fund that is rebalanced quarterly is doing a better job of keeping up with the artificial-intelligence trade than the broader index.
Sources
- marketwatch · 2026-09-22 10:59 UTC