{"id":278984,"date":"2026-06-22T18:06:00","date_gmt":"2026-06-22T22:06:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/06\/22\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/"},"modified":"2026-06-22T18:06:00","modified_gmt":"2026-06-22T22:06:00","slug":"beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/06\/22\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/","title":{"rendered":"Beyond the Mag 7: Finding the Real Winners of the AI Boom"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2591851\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/\">Beyond the Mag 7: Finding the Real Winners of the AI Boom<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2591851\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2591851\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-22 18:06:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"Beyond the Mag 7: Finding the Real Winners of the AI Boom\" width=\"640\" height=\"480\" src=\"https:\/\/www.youtube.com\/embed\/X7KaUow67wI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<ul>\n<li>(1:30) &#8211; What Are Super Cycles And How Can You Invest In Them?<\/li>\n<li>(8:05) &#8211; VistaShares Artificial Intelligence Supercycle ETF: AIS<\/li>\n<li>(18:25) &#8211; VistaShares Electrification Supercycle ETF: POW<\/li>\n<li>(26:30) &#8211; Episode Roundup: MU, AMD, MRVL, POWL<\/li>\n<li>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Podcast@Zacks.com<\/li>\n<\/ul>\n<p>In this episode of ETF Spotlight, I speak with Adam Patti, CEO, and David Fetherstonhaugh, Investment Strategist at VistaShares, about the VistaShares Supercycle ETFs, which have delivered blockbuster performance this year.<\/p>\n<p>Supercycle ETFs are a family of funds designed to invest in long-term, technology-driven trends that the firm believes will reshape industries over many years.<\/p>\n<p>The VistaShares Artificial Intelligence Supercycle ETF AIS was the firm&#8217;s first Supercycle ETF, launched in December 2024. It is the best-performing AI ETF, up about 235% over the past year.<\/p>\n<p>The actively managed fund invests in companies across the AI ecosystem, particularly the &#8220;picks-and-shovels&#8221; providers supplying semiconductors, servers, and data center infrastructure.<\/p>\n<p>SK Hynix, Micron Technology MU, Advanced Micro Devices AMD, and Marvell Technology MRVL are currently the ETF&#8217;s top holdings.<\/p>\n<p>By contrast, many other AI ETFs have significant exposure to the Mag-7 stocks, which have underperformed the broader market this year. Investors are growing increasingly skeptical of the massive spending by hyperscalers and want to see returns on those investments. At the same time, they are rewarding the companies benefiting directly from that spending.<\/p>\n<p>The VistaShares Electrification Supercycle ETF POW focuses on companies involved in upgrading electrical grids, transmission systems, transformers, energy storage, and related infrastructure needed to support rising electricity demand driven by AI and broader electrification trends.<\/p>\n<p>Powell Industries POWL, Quanta Services PWR, and Eaton Corp. ETN are currently the ETF&#8217;s top holdings. The fund has surged about 60% this&#8230;<\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2591851\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Beyond the Mag 7: Finding the Real Winners of the AI Boom https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2591851\/beyond-the-mag-7-finding-the-real-winners-of-the-ai-boom\/ Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-278984","post","type-post","status-publish","format-standard","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/278984"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=278984"}],"version-history":[{"count":0,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/278984\/revisions"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=278984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=278984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=278984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}