A.I. Trends & Themes Across the ETF Space

Jay Jacobs discusses ongoing investing themes taking place thus far in 2025 and points to various ETFs capturing those trends. He says investors are rotating into thematic ETFs. Jay discusses the iShares A.I. Innovation and Tech Active ETF (BAI) and its massive inflows in the fund's first 9 months. Additionally, he explains the reshoring, A.I. and infrastructure themes helping to shape the iShares Thematic Rotation Active ETF (THRO) but also its "tightening the belt" cost-consciousness.

Morning Movers

16 Jul 2025

SHARE

Schwab Network's Newsletters

Daily insights for every investor

ON AIR
6:00 pm
The Wrap
replay
12:00 am
The Wrap
REPLAY
12:30 am
Market On Close
REPLAY
2:00 am
Trading 360
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
ON AIR
6:00 pm
The Wrap
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
10:00 pm
Trading 360
REPLAY
11:00 pm
The Wrap
REPLAY