AI has been the big story for markets in 2025. From the hyperscalers to the countless ways AI can boost productivity across market segments, AI technology has helped drive performance for investors and the stock market more broadly. The AI ETF landscape has responded in kind. And one fund, THNQ, is on track to end 2025 on a positive note.
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The ROBO Global Artificial Intelligence ETF (THNQ) launched in 2020. The strategy tracks the ROBO Global Artificial Intelligence Index, an index of global firms developing the technology and infrastructure powering AI advancement.
Specifically, the index focuses on the two key areas of the AI ecosystem: infrastructure; and applications and services. Infrastructure companies are those that create the foundational cloud, hardware, and analytical software to enable machine learning. Applications and services companies leverage these capabilities.
AI ETF THNQ Carrying Momentum to End 2025
While the infrastructure layer provides the core technology, the application layer uses AI as a catalyst for revenue growth and competitive advantage. It deploys tools like predictive analytics and digital assistants to enhance business processes and drive intelligent decision-making.
Together, that has helped the fund add more than $80 million in flows YTD. Those flows have also helped the ETF rise above $300 million in assets in October. The strategy has returned 39% YTD, as well, per ETF Database data. That has outperformed the fund’s ETF Database Category average in that time. THNQ has also beaten its category average over the last one- and three-year periods as well as the last three months.
What role, then, might the fund be poised to play for investors in the near and medium terms? THNQ can provide a high level set of exposures to artificial intelligence, which continues to be the key narrative for equities this year. Falling interest rates could further boost the category entering 2026, as well. With its investment in key AI developers as well as rising stars in the space, THNQ could be a strong candidate for a satellite equity allocation on the horizon.
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The ROBO Global Artificial Intelligence Index is the underlying index for the ROBO Global Artificial Intelligence ETF (THNQ) and the L&G Artificial Intelligence UCITS ETF (AIAI.LN).
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for THNQ ETF and AIAI.LN, for which it receives an index licensing fee. However, THNQ ETF and AIAI.LN are not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of THNQ ETF and AIAI.LN.
