Thematic investing in fund form delivers exposure to single themes, while some ETFs offer exposure to multiple themes like AI and robotics, which intersect. The Global X Robotics & Artificial Intelligence ETF, a $3.16 billion fund, presents opportunities for growth investors with its diverse holdings in the AI sector.

The ETF’s weighted average market capitalization is $521.8 billion, with 11.4% weight in Nvidia, but that will likely be cut to 8% in the next rebalancing. As the fund has 41.7% weight in tech stocks, investors should monitor AI adoption and use cases to stay ahead of potential growth.

Agentic AI is expected to drive significant growth in online shopping, potentially boosting U.S. e-commerce spending to $190 billion to $385 billion by 2030. The Global X ETF, with its focus on AI and robotics, is positioned to benefit from this trend, especially as agentic AI enhances the online shopping experience.

The robotics sector, particularly industrial robots, is poised for substantial growth, with technological advances driving down adoption costs. Humanoid robots are forecasted to grow to $5 trillion by 2050, offering corporations the opportunity to improve efficiency and safety in their operations.

The Global X Robotics & Artificial Intelligence ETF offers geographic diversification, with only 48.1% of its portfolio in domestic stocks. With Japan holding a significant portion of the fund’s assets, investors can benefit from the global themes of AI and robotics.

Investors considering the Global X Robotics & Artificial Intelligence ETF should be aware of the potential for long-term growth in the AI and robotics sectors, as indicated by forecasts for significant industry expansion. With a focus on diverse themes and global exposure, the fund presents a strong investment case for those interested in AI and robotics.

Read more at Yahoo Finance: Is the Global X Robotics & Artificial Intelligence ETF (BOTZ) Set to Triple in 3 Years?