Korean Asset Managers Launch ETFs Targeting Humanoid Robotics and AI Power Infrastructure
Korean Asset Managers Launch ETFs Targeting Humanoid Robotics and AI Power Infrastructure
Korea Investment Management is set to launch the 'ACE K Humanoid Robot Industry TOP2+' ETF on July 7, focusing on the burgeoning humanoid robotics sector. The ETF will allocate approximately 20% each to Hyundai Motor and Robotis, with a total portfolio of 15 stocks spanning the full value chain, including hardware, components, and software. The strategy encompasses key industry players like Rainbow Robotics, leveraging a diversified approach considering the industry's nascent but rapidly evolving ecosystem. Notably, Hyundai’s demonstration of the 'Atlas' robot at CES 2026 and Robotis' competitive edge in actuators exemplify the investment rationale and future growth prospects. Meanwhile, KB Asset Management will also list the 'RISE US AI Power Infrastructure Active ETF' on July 7, seeking to capitalize on soaring power demands from the proliferation of artificial intelligence and data centers. The investment focuses on U.S. power infrastructure companies across three themes: energy production, transmission/distribution, and internal datacenter infrastructure, including power efficiency and storage. The ETF tracks the Solactive US AI Electricity Infrastructure Index and includes core holdings such as Bloom Energy, Lumentum, GE Vernova, and Eaton. By incorporating nuclear, fuel cell, and renewable power solutions, the fund aims to proactively address transformational shifts within the AI-driven energy landscape.
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