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.
The current environment may present a compelling opportunity for investors seeking to increase their allocation to the automation industry via a highly-efficient ETF. Fears around tariffs weighed heavily on automation stocks in April.
Thematic investing continues to garner attention at the midyear point on sustained artificial intelligence interest. For advisors and investors looking to diversify their thematic holdings, the Disruptive ETF suite from Fidelity offers strategies cutting across several sectors.