Guided by industry experts
We have partnered with NASDAQ and CTA to embed AI industry expertise into our investment solution and ensure it remains focused and relevant as the theme and underlying technologies evolve.
Unlocking Artificial Intelligence: Investing in the AI value chain
Artificial intelligence (AI) is an exciting megatrend with the potential to change how industries operate and consumers live their lives. Advances in AI may even influence positive advances across many other megatrends.
While there is no doubt that AI technology offers compelling investment potential, there isn’t a simple method to identify the top publicly listed AI companies across the world. Companies interact with AI differently.
To overcome this, WisdomTree partnered with NASDAQ and the Consumer Technology Association (CTA) to identify and classify AI-focused companies and develop the WisdomTree Artificial Intelligence UCITS ETF, which provides investors a pure exposure across the AI value chain.
Capture the AI value chain
The WisdomTree Artificial Intelligence UCITS ETF offers refined access to the value chain of this megatrend through firms capitalising on AI – by enhancing, enabling, or engaging the technology:
Enablers
These companies develop the building block components for artificial intelligence,
such as advanced machinery, autonomous systems/self-driving vehicles, semiconductors, or databases used for machine learning. Examples of enablers include companies providing graphics processing units (GPUs), neural processing units (NPUs), high-bandwidth memory (HBM), data infrastructure, other data inference and training accelerators & processors.
Enablers are key players in the AI space, representing 50% in our strategy.
Engagers
These companies design, create, integrate, or deliver artificial intelligence in the
form of products, software, or systems. Examples of engagers include companies providing AI-powered cybersecurity solutions, AI content creation or design software, digital twin and simulation software, autonomous robotics and logistics systems.
Engagers represent 40% in our strategy.
Enhancers
These companies provide their own value-added services within the AI ecosystem that are not core to their product or service offering. Examples of enhancers include companies providing AI innovation within a larger e-commerce product and AI deployment within an electric vehicle.
Enhancers represent 10% in our strategy.
The Consumer Technology Association (CTA) is the trade association representing the US consumer technology industry, providing policy advocacy, market research, technical education, standards development and more.
CTA has partnered with Nasdaq since 2010 providing guidance for indices in numerous technology segments including artificial intelligence & robotics, cybersecurity, cloud computing, mobile payments, and smartphones.
