If you're interested in broad exposure to the Industrials - Broad segment of the equity market, look no further than the First Trust RBA American Industrial Renaissance ETF (AIRR), a passively managed exchange traded fund launched on March 10, 2014.
The First Trust RBA American Industrial Renaissance ETF (NYSEARCA:AIRR) has quietly become one of the purest public-market proxies for the AI data center buildout.
A smart beta exchange traded fund, the First Trust RBA American Industrial Renaissance ETF (AIRR) debuted on 03/10/2014, and offers broad exposure to the Industrials ETFs category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 45,302 | $4.38M | $5.3M | $922,049.52 | 21.05% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 590 | $58,379.2 | $69,059.5 | $10,680.3 | 18.29% |
Curtis Ellergodt Rothschild Investment LLC | 2,991 | $314,206.04 | $350,096.56 | $35,890.52 | 11.42% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 756,258 | $100.77M | $93.43M | -$7.34M | -7.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 301,864 | $24.54M | $37.12M | $12.58M | 51.28% |
| NASDAQ (NMS) Exchange | US Country |
The fund focuses on investing a significant portion of its assets directly into equity securities that form part of a specifically designed index. This index tracks the performance of small to mid-cap companies within the United States, with a particular emphasis on those operating in the industrial and community banking sectors. By adhering to a strategy of investing at least 90% of its net assets, including any funds borrowed for investment purposes, into the constituents of this index, the fund aims to provide investors exposure to these specific segments of the economy. Such an investment approach underscores the fund's commitment to leveraging the growth potential and innovation within these sectors, offering a unique opportunity for investment in areas that are integral to the U.S. economy's foundational structure.
The primary service offered by the fund involves the investment in equity securities, especially those listed within the fund's benchmark index. This includes a broad spectrum of stocks from small to mid-cap U.S. companies predominantly in the industrial and community banking sectors. By maintaining at least 90% of its assets in these securities, the fund seeks to mirror the performance of its index, thereby offering investors a focused investment strategy aimed at sector-specific growth and returns.
Through its investment strategy, the fund provides investors with targeted exposure to the small and mid cap segment of the market. This is particularly appealing for those looking to diversify their portfolio with investments that have different growth potentials and risk factors compared to large cap stocks. Small and mid cap companies in the industrial and community banking sectors often offer unique growth opportunities, making them an attractive option for investors seeking potential outperformance and sector-specific exposure.