AI and Big Data Funds

Mutual funds and ETFs investing in this space target companies with businesses related to the evolution of artificial intelligence and/or big data analytics. This may include companies that are positioned to gain from the implementation of artificial intelligence or big data technologies in their own businesses and those engaged in the production of artificial intelligence products and services, which enable third parties to more efficiently deliver their own products and services.

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Name	Medalist Rating Overall	Total Return 1 Year	Total Return 3 Year	Morningstar Return Rating Overall	Morningstar Risk Rating Overall	Adjusted Expense Ratio	Fund Size
Alger AI Enablers & Adopters ETF ALAI		6.77%	—	—	—	0.580%	$2.11B
Alger AI Enablers & Adopters Fund Class A AIFAX		11.70%	—	—	—	0.850%	$23.93M
Alger AI Enablers & Adopters Fund Class C AAICX		10.86%	—	—	—	1.610%	$23.93M
Alger AI Enablers & Adopters Fund Class I AIFIX		11.65%	—	—	—	0.840%	$23.93M
Alger AI Enablers & Adopters Fund Class Y AAIYX		11.93%	—	—	—	0.610%	$23.93M
Alger AI Enablers & Adopters Fund Class Z AAIZX		11.98%	—	—	—	0.610%	$23.93M
Amplify Top 10 Quantum ETF XQBT	—	—	—	—	—	0.490%	$1.59M
Anthropic AI Lab Ecosystem ETF ANTW	—	—	—	—	—	0.590%	$33.34M
Aura AI Photonics ETF PHOX	—	—	—	—	—	0.600%	$2.16M
Corgi Lithography & Semiconductor Photonics ETF EUV	—	—	—	—	—	0.350%	$226.05M
Corgi Quantum Computing ETF CQTM	—	—	—	—	—	0.350%	$14.66M
Dan IVES Wedbush AI Power & Infrastructure ETF IVEP	—	—	—	—	—	0.750%	$13.13M
Dan IVES Wedbush AI Revolution ETF IVES	—	4.36%	—	—	—	0.750%	$767.44M
Defiance AI & Power Infrastructure ETF AIPO	—	−3.87%	—	—	—	0.690%	$728.64M
Defiance AI Capacitors & MLCC ETF CAPA	—	—	—	—	—	0.710%	$2.25M
Defiance AI Hyperscale Leaders ETF AIHY	—	—	—	—	—	0.370%	$16.35M
Defiance China Memory ETF CRAM	—	—	—	—	—	0.670%	$829,071.00
Defiance Global Foundries ETF AIFR	—	—	—	—	—	0.710%	$677,030.00
Defiance Inference AI Chip ETF AINF	—	—	—	—	—	0.650%	$363,692.00
Defiance Memory & Photonics ETF PRAM	—	—	—	—	—	0.650%	$4.76M
Defiance Pure Quantum ETF QTUP	—	—	—	—	—	0.770%	$17.19M
Defiance Quantum ETF QTUM		17.10%	40.83%	High	Above Average	0.400%	$4.59B
Defiance US 100 Tech AI Moat ETF AIX	—	—	—	—	—	0.650%	$424,411.00
First Trust Bloomberg Artificial Intelligence ETF FAI	—	15.85%	—	—	—	0.650%	$230.40M
Franklin Exponential Data ETF XDAT		−11.91%	8.89%	Low	Below Average	0.500%	$3.54M

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