Published Date: May 20, 2025
Author: HANetf
Unlike many tech funds, the ETF avoids heavy concentration in US tech giants, instead offering equal weighting across eight subthemes and 120 holdings globally. Ginsberg emphasised: “Really playing the IT game in a broader manner has actually helped us and spread out the risk.” The fund’s resilience followed an initial decline linked to tariff uncertainty under the Trump administration. However, as Ginsberg explained, “Most of our tech holdings… are all pretty much in the services space,” and thus less affected by manufacturing-focused tariffs. Ginsberg underscored the importance of convergence across tech sectors, arguing that investors should consider the broader ecosystem rather than focusing narrowly on themes like AI or robotics alone.
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