Invesco Launches New ETFs Targeting AI, Cybersecurity, And Defense. Here's How Some Of Their Peers Have Performed In The Past Year
Invesco Launches New ETFs Targeting AI, Cybersecurity, And Defense. Here's How Some Of Their Peers Have Performed In The Past Year
Here are a few ETFs and how they fared in the past year, as per Benzinga Pro:Invesco has unveiled a new series of thematic exchange-traded funds (ETFs) that focus on artificial intelligence, cybersecurity, and defense sectors. These funds aim to leverage emerging trends within these industries.
景顺推出了一系列新的主题交易所交易基金（ETF），这些基金专注于人工智能、网络安全和国防领域。这些基金旨在利用这些行业的新兴趋势。
What Happened: The newly introduced ETFs, named Invesco Artificial Intelligence Enablers, Cybersecurity, and Defence Innovation Ucits, are based on benchmarks crafted by Kensho, a division of S&P Global Indices. Kensho utilizes natural language processing to pinpoint companies with significant involvement in each theme, categorizing them into "core" and "non-core" groups, Financial Times reported on Thursday.
发生了什么：新推出的名为景顺人工智能推动者、网络安全和国防创新Ucits的ETF基于标普全球指数旗下Kensho制定的基准。《金融时报》周四报道，Kensho利用自然语言处理来精确定位参与每个主题的公司，将其分为 “核心” 和 “非核心” 群体。
As per Invesco, core companies generate a substantial portion of their revenue from products and services aligned with these themes, while non-core companies provide essential inputs without focusing on end products. The AI enablers strategy targets firms advancing AI technology and infrastructure, whereas the cybersecurity ETF invests in companies protecting enterprises from unauthorized electronic access. The defense fund provides exposure to companies developing advanced weapons and defensive systems
根据景顺的说法，核心公司收入的很大一部分来自与这些主题相关的产品和服务，而非核心公司则在不关注最终产品的情况下提供基本投入。人工智能推动者战略的目标是推进人工智能技术和基础设施的公司，而网络安全ETF则投资于保护企业免受未经授权的电子访问的公司。国防基金为开发先进武器和防御系统的公司提供投资机会
Here are a few ETFs and how they fared in the past year, as per Benzinga Pro:
根据Benzinga Pro的数据，以下是一些ETF及其在过去一年的表现：
Artificial Intelligence
人工智能
- iShares U.S. Technology ETF (NYSE:ITW) increased 45.40% over the year with holdings like Apple Inc. (NASDAQ:AAPL), Nvidia Corp. (NASDAQ:MSFT) and Microsoft Corp. (NASDAQ:MSFT).
- Fidelity MSCI Information Technology Index ETF (NYSE:FTEC), with similar exposure, rose 43.17%.
- First Trust Dow Jones Internet Index Fund (NYSE:FTX), which gives exposure to Meta Platforms, Inc. (NASDAQ:META), Amazon.com Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), increased 45.59%.
- iShares美国科技ETF（纽约证券交易所代码：ITW）同比增长45.40％，其持股量包括苹果公司（纳斯达克股票代码：AAPL）、英伟达公司（纳斯达克股票代码：MSFT）和微软公司（纳斯达克股票代码：MSFT）。
- 富达摩根士丹利资本国际信息技术指数ETF（纽约证券交易所代码：FTEC）的风险敞口相似，上涨了43.17％。
- 向Meta Platforms, Inc.（纳斯达克股票代码：META）、亚马逊公司（纳斯达克股票代码：AMZN）、Netflix, Inc.（纳斯达克股票代码：NFLX）敞口的第一信托道琼斯互联网指数基金（纽约证券交易所代码：FTX）上涨了45.59％。
Cybersecurity
网络安全
- First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) increased 38.08%. Its holdings include Cisco Systems, Inc. (NASDAQ:CSCO), CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Broadcom Inc. (NASDAQ:AVGO).
- Amplify Cybersecurity ETF (NYSE:HACK) rose 39.57%. Along with Broadcom, and Cisco, the ETF's major holdings also include Palo Alto Networks, Inc. (NASDAQ:PANW), and General Dynamics Corporation (NYSE:GD).
- iShares Cybersecurity & Tech ETF (NYSE:IHAK) with exposure to companies such as SentinelOne, Inc. Class A (NYSE:S), and Fortinet, Inc. (NASDAQ:FTNT), rose 33.95%.
- 第一信托纳斯达克网络安全ETF（纳斯达克股票代码：CIBR）上涨了38.08％。其持股包括思科系统公司（纳斯达克股票代码：CSCO）、CrowdStrike Holdings, Inc.（纳斯达克股票代码：CRWD）和博通公司（纳斯达克股票代码：AVGO）。
- Amplify 网络安全ETF（纽约证券交易所代码：HACK）上涨了39.57％。除博通和思科外，该ETF的主要持股还包括帕洛阿尔托网络公司（纳斯达克股票代码：PANW）和通用动力公司（纽约证券交易所代码：GD）。
- 持有SentineLone, Inc. A类（纽约证券交易所代码：S）和Fortinet, Inc.（纳斯达克股票代码：FTNT）等公司敞口的iShares网络安全与科技ETF（纽约证券交易所代码：IHAK）上涨了33.95％。
Defense
防御
- iShares US Aerospace & Defense ETF (BATS:ITA) with exposure to companies such as General Electric (NYSE:GE) and RTX Corp. (NYSE:RTX) increased 33.86%.
- Invesco Aerospace & Defense ETF (NYSE:PPA) with exposure to companies such as Boeing Co. (NYSE:BA) and Lockheed Martin Corp (NYSE:LMT) increased by 43.05%.
- SPDR S&P Aerospace & Defense ETF (NYSE:XAR) was up by 34.86%. It gives exposure to Axon Enterprise, Inc. (NASDAQ:AXN), L3Harris Technologies, Inc. (NYSE:LHX).
- 向通用电气（纽约证券交易所代码：GE）和RTX公司（纽约证券交易所代码：RTX）等公司敞口的iShares美国航空航天与国防ETF（BATS: ITA）增长了33.86％。
- 景顺航空航天与国防ETF（纽约证券交易所代码：PPA），投资于波音公司等公司纽约证券交易所代码：BA）和洛克希德·马丁公司（纽约证券交易所代码：LMT）上涨了43.05％。
- SPDR标普航空航天与国防ETF（纽约证券交易所代码：XAR）上涨了34.86％。它向Axon Enterprise, Inc.（纳斯达克股票代码：AXN）、L3Harris Technologies, Inc.（纽约证券交易所代码：LHX）提供了曝光机会。
Why It Matters: The launch of these ETFs by Invesco comes at a time when thematic investing is gaining traction among investors looking to capitalize on specific industry trends. The focus on artificial intelligence, cybersecurity, and defense aligns with growing global interest in these areas, driven by technological advancements and increasing security concerns.
为何重要：景顺推出这些ETF之际，主题投资在希望利用特定行业趋势的投资者中越来越受欢迎。在技术进步和日益增加的安全问题推动下，对人工智能、网络安全和国防的关注与全球对这些领域日益增长的兴趣相吻合。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：该内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。
Image via Invesco
图片来自景顺
