Artificial Intelligence: Smart Strategies for Investors

How Investors Can Ride the Next Wave of AI Growth

NVIDIA (NSDQ: NVDA) has become the face of the artificial intelligence boom, riding a wave of explosive growth as companies pour hundreds of billions of dollars into building the infrastructure behind AI. But for retail investors, the story is bigger than just one stock. AI is no longer confined to research labs. It is already reshaping daily life in ways that are easy to miss until you step back and look at the numbers. Waymo is completing 150,000 autonomous rides each week.

The FDA has approved more than 220 AI-enabled medical devices, up from just six less than a decade ago. In 2024, private AI investment in the United States reached USD 109.1 billion, dwarfing China’s USD 9.3 billion, a clear signal of where innovation is accelerating fastest.

For investors, this raises an important question. How do you gain exposure to one of the most transformative megatrends of our time without getting swept up in the hype? The answer may lie in looking beyond the headlines to the companies and sectors quietly positioned to capture the next stage of AI-driven growth.

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The Smart Way to Invest in the AI Boom

For growth-focused investors, incorporating an AI-themed ETF can be an effective way to gain exposure to one of the fastest-growing areas of the market. While every portfolio will differ based on individual objectives and risk tolerance, adding a dedicated allocation to artificial intelligence provides a direct link to the companies driving this technological shift. 

For investors seeking long-term growth, there are several ETF options that offer diversified access to global leaders in AI and related industries, creating an opportunity to participate in the sector’s continued expansion.

The BetaShares Global Robotics and Artificial Intelligence ETF

The BetaShares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) provides diversified exposure to companies leading advancements in robotics, automation, artificial intelligence, unmanned vehicles, and drone technologies. 

By tapping into these powerful megatrends, the ETF offers investors a simple and cost-effective way to access a high-growth sector through a single trade. 

The fund holds around 59 companies worldwide, with its largest positions including NVIDIA (NASDAQ: NVDA) at approximately 11 to 12 percent, ABB Ltd at around 9 percent, Fanuc Corp and Keyence Corp at about 7 percent each, and Intuitive Surgical Inc at 6 to 7 percent. 

This concentration in global leadership positions RBTZ to capture long-term value as robotics and AI continue to expand across industries.

iShares Future AI & Tech ETF (ARTY) 

ARTY is an exchange-traded fund from BlackRock that tracks the Morningstar Global Artificial Intelligence Select Index, providing investors with diversified exposure to companies at the forefront of artificial intelligence. 

The fund invests across both U.S. and international markets, capturing businesses involved in generative AI, data and infrastructure, AI software, and AI services. This broader approach contrasts with the BetaShares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ), which is more concentrated in robotics and automation. 

ARTY’s portfolio includes leading technology names such as Arista Networks at approximately 5.7 percent, Advanced Micro Devices at 5.7 percent, NVIDIA at 5.3 percent, Broadcom at 5.1 percent, Vertiv Holdings at 4.7 percent, and Super Micro Computer at 4.3 percent. For investors seeking diversified access to the full AI value chain, ARTY provides an opportunity to participate in the sector’s long-term growth while spreading exposure across multiple drivers of innovation.