Themed ETFs are making a comeback

Investors are once again flocking more heavily to themed ETFs. In Europe, inflows have already surpassed the full-year total for last year. Semiconductors are in particularly high demand—they are now attracting more new money than defense.

Oct 26, 2026 - 15:00
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Themed ETFs are making a comeback
Investors are once again flocking more heavily to themed ETFs. In Europe, inflows have already surpassed the full-year total for last year. Semiconductors are in particularly high demand—they are now attracting more new money than defense.

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