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Themed ETFs in AI and Energy Return to Gen Z Investor Favor

9/21/2026

Themed exchange-traded funds targeting artificial intelligence and energy sectors are regaining traction, with Gen Z investors driving a significant shift in allocation preferences.

This demographic is increasingly favoring concentrated exposure to specific technological and industrial trends over broad market indices.

The resurgence highlights a distinct preference for narrative-driven investment vehicles within the current market cycle.

The Demographic Shift The core of this trend lies in how younger investors approach portfolio construction.

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