Summary
CHAT Chart
CHAT: The 68% Gain Doesn't Mean You're Too Late
The Roundhill Generative AI & Technology ETF (CHAT) is rated BUY, with a 10–15% total return expected over the next 6–12 months. CHAT's recent 16% pullback, neutral momentum, and ongoing AI infrastructure expansion create a healthier entry point despite a 67.92% one-year gain. The fund offers diversified exposure across AI chips, memory, cloud infrastructure, and platforms, reducing reliance on any single company like NVDA.
CHAT: Riding The AI Wave To Continued Outperformance
Roundhill Generative AI & Technology ETF offers concentrated, high-conviction exposure to AI-driven growth, outperforming the S&P 500 and peers since inception. CHAT's actively managed, focused portfolio enables nimble rotation into emerging AI winners, enhancing alpha potential versus passively managed growth ETFs. Recent portfolio changes reflect disciplined management, with removals driven by performance and valuation, maintaining a core focus on direct AI beneficiaries.
US Economy Looking Like Goldilocks: ETF Areas Likely to Gain
A Goldilocks U.S. economy could broaden the market rally. Here are five ETF areas poised to benefit from a decent growth and inflationary scenario.
Roundhill Generative AI & Technology ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 163,188 | $16.1M | $14.54M | -$1.56M | -9.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,587 | $1.43M | $1.38M | -$58,063.99 | -4.05% |
| NA Nizar Araji National Bank Of Canada /FI/ | 20 | $1,973.6 | $1,781.8 | -$191.8 | -9.72% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 22,529 | $1.62M | $2.11M | $481,969.03 | 29.66% |
| YA Yinka Akinsola Blue Trust Inc. | 1,244 | $64,197.4 | $101,958.24 | $37,760.84 | 58.82% |
Roundhill Generative AI & Technology ETF (CHAT) FAQ
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Roundhill Generative AI & Technology ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an actively managed exchange-traded fund (ETF) that leverages the potential of artificial intelligence (AI) by focusing its investments on companies around the globe, including emerging markets, that are pioneering in the generative AI and related technology sectors. With an investment strategy that commits at least 80% of its net assets, in addition to borrowings for investment purposes, towards equity securities in AI and Technology Companies, the fund aims to tap into the rapid growth and transformative potential of the AI industry. It operates under a non-diversified status, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
Products and Services
- Equity Securities of AI Companies
Investing predominantly in the shares of companies that are significantly involved in the development, research, and application of artificial intelligence. This includes those working on groundbreaking generative AI technologies, which allow machines to create content and solve problems in ways that were previously thought to require human intelligence.
- Equity Securities of Technology Companies
The fund also extends its investment to a broader category of technology companies, encompassing those outside the strict AI field but still integral to the technology and digital innovation sectors. This ensures a comprehensive coverage of the high-growth potential areas within the tech industry.
- Global Investment Focus
By not limiting its investment to a specific geographic region, the fund embraces a global approach, including companies from both well-established and emerging markets. This strategy aims to exploit the global nature of technological advancements and the widespread application of AI technologies across different countries and industries.
