4 ETFs I’d Own Right Now for the AI Boom

Early on, investors thought the AI boom was just about a few stocks. But now, we're seeing this story as much more broad. And I believe it's actually even more broad than some are even thinking about today because AI is creating ripple effects across infrastructure, cyber security, commodities, software, and other areas. So, in this video, instead of trying to pick individual winners, I'm going to be breaking down four powerful ETFs that will give you not only AI exposure, but exposure from a number of different angles where big growth can be had. And more importantly, these ETFs all benefit from AI in completely different ways. So, let's start with the broadest AI exposure and what some may view as the safest of the four ETFs we will look at today because of just how broad it is. And ETF number one is going to be AIQ or the Global X AI and Technology ETF. This is your broad AI exposure play. And honestly, that matters because one of the biggest mistakes investors make is concentrating too heavily into one AI stock or just one angle. AIQ gives you exposure across software semiconductors cloud infrastructure, automation, and more. This is important because the AI opportunity is much bigger than one company or one chipmaker or one trend. The ecosystem is expanding rapidly and this ETF gives diversified participation in that growth. Looking here, you can see the ETF is up 56% over the past 12 months and up 14% just in the past month alone. And when it comes to assets under management, that is around $10 billion right now. And here's a look at the top holdings within the ETF, which include SKH Highix, Intel, Samsung, AMD, Micron, Broadcom, Cisco Systems, Taiwan Semi, Alphabet, and Amazon. In total, the ETF has 91 positions with the top 10 accounting for nearly 40%. I really like this ETF, and I first came across it when having a discussion with my good friend Joseph Hogue. This ETF is a different look than just the top tech names in the S&P 500. Still big companies involved, but a different mix both here in the US predominantly, but also you're getting that international exposure as well. Something I like a lot. What is my only negative about this ETF? It's going to be the expense ratio, which is on the slightly higher side at 68%. Which again is higher than I like to see, but the performance has been performing, so it makes up for that. Consider AIQ for some broad AI exposure within your portfolio. And before we move on to ETF number two, let me thank today's video sponsor, which is going to be the Mly Fool. The Mly Fool has a ton of great resources and products available for investors of all different levels. And right now, if you go to full.com/mark, you can check out their 10 best stocks to buy right now, completely free. And with that being said, now let's move on to ETF number two, which is going to be AIPO, the Defiance AI, and Power Infrastructure ETF. And honestly, this may be one of the most interesting ETF themes in the entire AI space right now because the market is finally starting to realize something important. AI is not just a software story or a chip story. It's much bigger. And as we just mentioned, the AI theme has a ripple effect. It's also an energy story. Think about what's happening right now. Hypers scale data centers are expanding. AI compute demand is exploding. Electricity usage is surging. And all of that requires power generation, grid infrastructure, cooling systems, electrical equipment. And that's exactly where AIPO comes in. This ETF is designed to target companies tied directly to AI infrastructure, power systems, data center expansion, and energy demand created by AI growth. This ETF is rather new as it started back in July of 2025. So, as of this video, it's not even a year old yet. And when we look here in a second at the top holdings in the ETF, it becomes very clear what this ETF is betting on. And speaking of those top holdings, they include Quantis Services, GE Vernova, Eaten Corp, Verdive, Bloom, which is a name that's been going parabolic of late Chemico Broadcom Nvidia Constellation Energy, and Mastic. In total, the top 10 accounts for 55% of the ETF, and the ETF in general has a total of 78 total holdings. These are the companies helping build the physical backbone of the AI economy. And I think this is where many investors are still underpositioned because everyone wants to own the AI chip companies and some of those AI software companies, but fewer investors are thinking about what powers the entire system here on this channel and within my investing community, the stock investors edge. We are constantly looking ahead. That's the opportunity AIPO is trying to capture and you can see how it gives you a different exposure than the first ETF we looked at. In fact, all of these ETFs we'll look at together can in fact be held together because of just how different they are. And if you're interested in joining my investing community, the Stock Investors Edge, then check out the pinned comment. Inside the community, you will see my trade alerts, portfolio updates, weekly market reports, daily updates inside my Discord, option trades, and so much more. Join today using the link below in the pin comment. Now, let's jump to ETF number three, which is a name I've been preaching about inside my community for quite some time, and that is going to be COPX or the Global X Copper Miners ETF. This is probably the most overlooked AI trade right now, and what I like to call the hidden infrastructure trade because AI is not just a software story as we have been looking at today. It's a physical infrastructure story as well. Think about what AI requires. data centers, electricity, networking, power systems, all of that requires copper, massive amounts of it. The market still tends to think of copper as construction, industrial demand. But increasingly, the AI infrastructure buildout that still has years to go is a major driver of long-term copper demand. That's the hidden second order effect most investors are missing right now. The ETF is up an impressive 113% just in the past 12 months alone. So, a big jump and an ETF you want to keep a close eye on if the AI trade falters at all in the near future. The ETF has assets under management of $7.5 billion. And here's a look at all the various mining companies that make up the top 10 holdings inside of COPX and in total, the ETF has 46 positions with the top 10 accounting for more than 50%. Copper is such a huge component of the AI buildout because AI infrastructure is fundamentally an electricity and connectivity story. These don't happen without copper. Copper is in the middle of the entire thing. Now, let's transition to ETF number four, which is going to be Bug or the Global X Cyber Security ETF. This is the protection side of the AI boom because the more AI systems, cloud adoption, and enterprise connectivity expand, the more cyber security matters. AI increases attack surfaces, automation risk, and digital complexities. And companies cannot afford security failures. Cyber security is not optional. When it comes to BUG, the ETF has assets under management in excess of $1 billion. And over the past 12 months, shares are essentially flat. Cyber companies have been hit hard with the software trade being under siege for much of this year. Combined with investors believing AI models are going to replace much of what these companies do, which was being completely misunderstood by investors. And if we look back at the chart here, you can see that over the course of just the past month alone, BUG is up 25%. As that overreaction is starting to turn around and here's a look at the top holdings inside of Bug. We have Palo Alto Networks Alchemy Fortnet Blackberry Crowdstrike, Sentinel 1, Octa, A10 Networks, Verona Systems, and Checkpoint. In total, the ETF has 32 positions with the top holdings accounting for more than 60% of the entire ETF. I continue to think cyber security remains one of the strongest long-term structural growth areas in technology and Bug gives diversified exposure to that very trend. So to step back and look at the bigger picture, AIQ gives you that broad AI ecosystem exposure. AIPO is the AI power and infrastructure play. Global X copper miners, that's the physical infrastructure buildout. and global ex cyber security protection and security in this era of AI different angles same mega trend AI reshaping the global economy and I think that's an important point the AI opportunity is becoming much broader than just buying a couple meggaap tech companies the ripple effects are expanding into commodities infrastructure cyber security and enterprise software that's where investors may still be underpositioned and as a reminder to stay uptod date with all of my buys and sells be sure to join my investing community with the pin comment below. And if you found any value in today's video, do me a huge favor. Click that like button down below, subscribe to the channel. Thanks again for watching and we'll see you in the next one. Take care.