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Morningstar

AI Powered Equity ETF AIEQ

Morningstar Medalist Rating
Medalist Rating as of | See ETF Managers Investment Hub

Morningstar’s Analysis AIEQ

Will AIEQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIEQ’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AIEQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AIEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in AI Powered Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AIEQ

More AIEQ Holdings
  • Current Portfolio Date
  • Equity Holdings 118
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Plug Power Inc

5.26
5,574,275
Industrials

Atlassian Corp A

4.91
5,200,905
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

4.58
4,857,662
Communication Services

Norwegian Cruise Line Holdings Ltd

3.67
3,891,850
Consumer Cyclical

Lyft Inc Class A

3.60
3,819,018
Technology

ON Semiconductor Corp

3.59
3,810,163
Technology

Palantir Technologies Inc Ordinary Shares - Class A

3.56
3,776,999
Technology

Rivian Automotive Inc Class A

3.53
3,741,536
Consumer Cyclical

Coherent Corp

3.53
3,737,312
Technology

Weatherford International PLC Ordinary Shares - New

3.42
3,624,879
Energy