Artificial Intelligence, Data Centers The Top ETF Themes In 2025 Says Global X ETFs

Arelis Agosto, director of Product Research and Strategy at Global X ETFs, sat down with Benzinga’s Dan Leach at Future Proof CityWide Miami in March to discuss the most recent trends in exchange-traded funds.

Global X ETFs is a New York-based provider of ETFs with billions in managed assets.

Agosto noted that the most prevalent themes in ETFs currently center around artificial intelligence and its infrastructure, reflected by the Global X Artificial Intelligence & Technology ETF AIQ and Global X Data Center & Digital Infrastructure ETF DTCR.

“When we think about the broader demand and supply for data centers in the U.S., when we look at occupancy rates, they’re really high right now. What we’re seeing is that supply needs to catch up,” Agosto said. “This broader artificial intelligence landscape is not going away, and even conversations as to how newer technologies could take less space or demand from data centers isn’t something we’re super concerned about.”

Investors are reportedly also interested in investing in broader infrastructure plays given the perceived bipartisan support for infrastructure funding in the U.S. The Global X US Infrastructure Development ETF PAVE tracks domestic infrastructure companies.

Agosto also noted the most important trends to look at several years into the future for Global X’s ETFs.

“When we think about thematic at Global X, we are targeting structural changes in the world as we know it,” Agosto said. When we think about artificial intelligence, it’s a little more mature because we are already seeing it very tangibly. We might have themes that are a little bit early on the curve of adoption, such as genomics or humanoids, which are a little bit earlier in those phases. We believe that the trends we already see materialize today will feed into those in earlier stages of maturity.”