"The Portfolio Role: Broad AI Exposure Without Picking Winners AIQ provides comprehensive AI participation without concentrating capital in a handful of names. The fund combines appreciation from companies building AI infrastructure (semiconductors, cloud computing) with those deploying AI applications (software, automation, consumer tech). No single position exceeds 4.5% of the portfolio. Alphabet ( NASDAQ:GOOGL) leads at 4.44%, followed by Samsung Electronics at 3.92% and Advanced Micro Devices ( NASDAQ:AMD) at 3.63%. Even NVIDIA ( NASDAQ:NVDA) represents just 2.84% of assets."
"AIQ has delivered 26.29% returns over the past year and is up 30.89% year-to-date through December 12, 2025. Since inception in May 2018, the fund has generated 17.91% annualized returns. Recent volatility is evident: the fund traded near $53.76 in late October before pulling back to $47.33 in mid-November, a 12% drawdown. It has since recovered to $50.52, with the RSI at 48.91 indicating neutral momentum."
Global X Artificial Intelligence & Technology ETF (AIQ) holds 86 AI companies, manages $7.0 billion in assets, and charges a 0.68% expense ratio. The fund limits any single position to no more than 4.5% and mixes companies building AI infrastructure (semiconductors, cloud computing) with those deploying AI applications (software, automation, consumer tech). Top holdings include Alphabet (4.44%), Samsung Electronics (3.92%), AMD (3.63%), and NVIDIA (2.84%), with information technology representing 52.3% of the portfolio. Performance shows 26.29% over the past year, 30.89% year-to-date through December 12, 2025, and 17.91% annualized since May 2018. Recent volatility included a roughly 12% drawdown and a rebound to $50.52, with an RSI near 48.91. Tradeoffs include a higher fee versus broad-market index funds and concentrated exposure to technology-related sectors.
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