AGIX tracks the Solactive Etna Artificial General Intelligence Index, which uses a proprietary AI Exposure Score engineered by Etna Capital Management to select companies across AI hardware, infrastructure, and applications. AGIX's total net asset value return since inception is +39.09%, and 21.69%* of the fund's performance can be attributed to its private allocation. AGIX has exceeded its public equity benchmark by a meaningful margin, with private holdings acting as a real driver of value rather than a marketing feature.
In a growing sea of AI funds, the KraneShares Artificial Intelligence & Technology ETF (AGIX) stands out for its ability to invest in public and private AI companies. The fund recently added exposure to its second private company, xAI, while crossing the one-year trading milestone.
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 146 | $4,784.42 | $6,386.04 | $1,601.62 | 33.48% |
Andy Warning Resolute Wealth Strategies LLC | 9,799 | $343,054.22 | $424,296.7 | $81,242.48 | 23.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 106 | $3,474 | $4,569.66 | $1,095.66 | 31.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 435 | $13,585 | $18,752.85 | $5,167.85 | 38.04% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $6,343 | $8,920 | $2,577 | 40.63% |
| NASDAQ (NMS) Exchange | US Country |
The described entity is a financial instrument, specifically an investment fund that focuses on harnessing the growth potential of artificial intelligence (AI) across developed markets. By adhering to a modified, free float adjusted market capitalization weighted index, the fund aims to measure and leverage the equity performance of companies significantly involved in AI technologies. This structured approach allows the fund to target investments in companies poised for growth within the AI sector. The investment philosophy emphasizes principal investment in instruments that form part of the aforementioned underlying index. While the fund is characterized as non-diversified, this strategy allows for concentrated investments in a sector believed to offer substantial growth opportunities, reflecting a focused investment stance towards AI-driven businesses.
The primary product offered by this entity is defined as follows:
This product is a financial instrument designed for investors seeking exposure to companies in developed markets that are significantly involved in artificial intelligence. By investing mainly in companies included in a specially designed index, the fund provides investors with a strategy to potentially benefit from the growth of AI technologies. The index it follows is a modified, free float adjusted market capitalization weighted index, meticulously crafted to capture the equity performance of leading companies in the AI field. The fund's strategy of concentrating its investments in the domain of AI reflects a belief in the sector’s growth prospects, making it an appealing option for investors looking to diversify into high-potential industries.