Just reviewed the ETFs with over 20% YTD performance this year, which are quite informative and basically show what the market is buying.

1. Alternative Energy
NLR VanEck Uranium and Nuclear ETF - Nuclear Energy
FAN First Trust Global Wind Energy ETF - Wind Power
2. Energy Sector
Most perform well, but two stand out significantly
PXJ Invesco Oil & Gas Services ETF - Oil & Gas Services
URA Global X Uranium ETF - Uranium
3. Industrial Infrastructure
Mostly positive returns, but one is far ahead
SEA US Global Sea to Sky Cargo ETF - Global Sea and Air Cargo. The largest holding here is COSCO Shipping.
4. Materials and Financial Mining
Mostly positive returns, but four have increased over 30%
GDX VanEck Gold Miners ETF - Gold Miners
GDXJ VanEck Junior Gold Miners ETF - Junior Gold Mining
SIL Global X Silver Miners ETF - Silver Miners
COPX Global X Copper Miners ETF - Copper Miners
5. Technology
Semiconductors dominate
PSI Invesco Semiconductors ETF
Looking at it this way, the halo investment style shift proposed by Goldman Sachs is indeed a major feature of the AI wave. Heavy assets + supply constraints.
P.S.: I had the latest version of Gemini create a poster. I just wrote a few keywords: Help me design a poster. Pop art style, dollar signs and Bitcoin symbols. The result is as follows.
The era of rapid AI advancement, changing day by day.