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The Next Big Theme: April 2025
This month, we discuss disruptive thends in Defense Tech, U.S. Infrastructure, AI, HealthTech, and Global Infrastructure. By Ido Caspi
Why Multi-Theme Investing? Why GXDW?
The Global X Nasdaq Dorsey Wright ETF (GXDW) invests in top five themes with the highest relative strength in the market as determined by Nasdaq Dorsey Wright. By Tejas Dessai
How Agentic AI Could Catalyze Cloud Computing
2025 is shaping up to be the year of agentic AI, which we believe can catalyze further cloud computing growth. By Ido Caspi
The Next Big Theme: March 2025
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Data Centers, FinTech, and Robotics. By Ido Caspi
AI Hinges on Rapid Electrification
The potential rapid growth in AI data center related power needs is likely to compel U.S. power companies to invest in power production and transmission. By Tejas Dessai