Thematic ETFs are booming in 2026 as asset managers rapidly launch products focused on sectors such as robotics and the emerging space economy. The success of the Roundhill Memory ETF DRAM, which targets memory chip stocks linked to artificial intelligence, has inspired a wave of new targeted offerings. Investors are hunting for the next major market theme after the artificial-intelligence trade gained momentum earlier in the year. October’s rocky performance has dented those gains, but Wall Street fund managers are eager to keep the boom going.
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