The Anti-AI ETF Is Here, and Its Biggest Holdings Are Engines, Trucks and Air Conditioners
· finance.yahoo.com
A new ETF built on diesel engines, truck fleets, and air conditioners is pitching itself as a refuge from software-heavy portfolios, but its biggest holding may already be cashing in on the very trend it claims to avoid.
The argument runs like this: a company whose competitive position depends on physical scale (mines, factories, distribution centers, truck fleets, refrigerated ...