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Political and community pushback is reshaping the data center boom, but the shift could favor hyperscalers. Here are the ETFs that could gain.
The ETF industry continues its fast pace of innovation, with product development showing no signs of slowing. U.S. ETFs ended July with $15.7 trillion in total assets under management, bringing in $193 billion in net new capital in July alone, according to recent FactSet data.
The AI narrative has moved beyond speculative software to capital-intensive physical infrastructure. With the infrastructure race in full swing, hyperscalers are increasingly investing in the buildout of the compute capacity required to train and operate the next generation of AI models.
On July 21, Defiance launched the Defiance AI Hyperscale Leaders ETF (AIHY), with an expense ratio of 76 basis points. The fund provides actively managed exposure to the companies that are leaders in enabling, developing, or benefiting from artificial intelligence growth.
SEC filings for AIHY aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.