The Fidelity Disruptive Automation ETF offers concentrated exposure to companies enabling the AI infrastructure buildout, not a broad global equity proxy. FBOT has outperformed the MSCI ACWI recently, returning 27% over the past year, but exhibits high volatility and sector concentration. The fund's portfolio is a high-beta, picks-and-shovels play on AI capex, with material exposure to semiconductors, automation, and emerging markets.
AI investing remains a top priority for investors ahead of 2026. Finding the right way into that trend, however, is the real task.
Fidelity Investment's suite of disruptive ETFs are designed to capture growth opportunities arising from groundbreaking innovation and transformative technologies.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4 | $132.44 | $150.8 | $18.36 | 13.86% |
| RS Radon Stancil POM Investment Strategies LLC | 8,057 | $265,691.37 | $305,682.58 | $39,991.21 | 15.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,148 | $38,274.09 | $43,015.56 | $4,741.47 | 12.39% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 50,147 | $1.51M | $1.91M | $395,880.91 | 26.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 496 | $16,422 | $18,689.28 | $2,267.28 | 13.81% |
| NASDAQ (NGS) Exchange | US Country |
The fund is an investment vehicle that focuses primarily on securities of disruptive automation companies. It adopts a strategy to invest a substantial portion of its assets, at least 80%, in companies that are spearheading innovations likely to redefine the ways products and services are delivered to the market. Fidelity's approach to identifying these opportunities revolves around finding companies involved in new or unconventional methods of operation, which have the potential to disrupt and ultimately replace established players in various industries. This fund is characterized by its non-diversified status, highlighting its targeted investment approach towards a specific subset of the market rather than spreading its investments across a wide array of sectors.
This service involves allocating at least 80% of the fund's assets into companies engaged in the development or application of disruptive automation technologies. These enterprises are at the forefront of transforming their respective sectors by introducing groundbreaking methods and technologies. The goal is to capitalize on the growth potential of these disruptors, which are poised to change the competitive landscape by innovating how products and services are delivered.
The fund utilizes Fidelity's expertise in identifying trends and innovations that have the potential to redefine industries and markets. This strategy focuses on investing in companies that possess or are in the process of developing unconventional business models. These companies are selected based on their ability to disrupt existing market leaders and incumbents over time, offering a unique value proposition through innovative solutions.