• Product video

The materials helping AI get physical

AI may start with software, but it depends on a vast supply chain of hard assets and physical materials. This video explores how strategic minerals, advanced materials, optical connectivity and manufacturing equipment are creating opportunities beyond technology. It also examines how AI intersects with electrification, robotics, factory automation and supply chain reshoring, and how we identify companies positioned to benefit from these long-term trends.

Authors

    Portfolio Manager

Top keywords

The materials helping AI get physical

Smart Materials D USD

performance ytd (31-7)
32.59%
Performance 3y (31-7)
14.86%
morningstar (31-7)
2 / 5
SFDR (31-7)
Article 9
Dividend Paying (31-7)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

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