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AI Revolution

The transformation of the global economy through artificial intelligence, from infrastructure to physical applications.

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Active Themes

Hyperscale and colocation facilities housing AI compute and storage infrastructure.

59.8% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $45.0 billion in Q1 2026 to a net inflow of $71.7 billion in Q2 2026. 59.8% of companies in this theme saw increased active positions in Q2 2026.
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Foundation models, agentic AI platforms, enterprise AI applications.

59% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $92.6 billion in Q1 2026 to a net inflow of $68.7 billion in Q2 2026. 59% of companies in this theme saw increased active positions in Q2 2026.
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Quantum processors, control systems, software and quantum-computing access as a compute platform adjacent to AI.

63.6% of companies showed increased active positions
Inflow ↑
Active institutional funds added a net $25.9 billion in Q2 2026, versus $6.3 billion in Q1 2026 — an inflow 309% larger. 63.6% of companies in this theme saw increased active positions in Q2 2026.
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Hardware and systems powering AI workloads — GPUs, servers, networking, cooling.

51.9% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $21.5 billion in Q1 2026 to a net inflow of $14.5 billion in Q2 2026. 51.9% of companies in this theme saw increased active positions in Q2 2026.
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AI moving into the physical world — humanoid robots, factory AI, warehouse automation.

70% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $14.2 billion in Q1 2026 to a net inflow of $8.0 billion in Q2 2026. 70% of companies in this theme saw increased active positions in Q2 2026.
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Chips, memory, packaging, EDA tools and foundry equipment enabling AI computation.

49.3% of companies showed decreased active positions
Outflow ↑
Active institutional funds cut a net $10.9 billion in Q2 2026, versus $33.5 billion in Q1 2026 — an outflow 67% smaller. 49.3% of companies in this theme saw decreased active positions in Q2 2026.
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