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EPAI - ETF AI Analysis

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EPAI

Harbor AI Inflection Strategy ETF (EPAI)

Rating:73Outperform
Price Target:
EPAI, the Harbor AI Inflection Strategy ETF, earns a solid overall rating driven mainly by strong, AI-focused semiconductor and equipment leaders like TSMC, ASML, Lam Research, Vertiv, and Applied Materials, all showing robust financial performance and positive growth outlooks. Some holdings such as Teradyne and Entegris introduce caution with high valuations, mixed momentum, and operational challenges, and the fund’s heavy concentration in advanced chip and AI-related hardware sectors is the key risk if market conditions or regulations turn against this industry.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
Top Holdings Showing Strong Results
Many of the largest positions, especially in chip and electronics-related companies, have delivered strong year-to-date performance that supports the fund’s returns.
Focused Exposure to AI-Related Industries
Heavy weighting in technology and industrials gives investors targeted exposure to companies likely to benefit from AI-related growth.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
With most assets in technology and industrials, the ETF is vulnerable if these sectors experience a downturn.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. market weakens.

EPAI vs. SPDR S&P 500 ETF (SPY)

EPAI Summary

The Harbor AI Inflection Strategy ETF (EPAI) is an actively managed fund that focuses on companies tied to artificial intelligence, robotics, and related technologies in the U.S. Instead of tracking a set index, it picks stocks that may benefit from the long-term growth of AI. Well-known holdings include Applied Materials and ASML, which make key equipment used to produce advanced computer chips. Someone might invest in EPAI to seek growth from the expanding use of AI across many industries. A key risk is that it is heavily concentrated in technology-related stocks, so its price can swing a lot with changes in the tech sector.
How much will it cost me?The Harbor AI Inflection Strategy ETF (EPAI) has an expense ratio of 0.88%, which means you’ll pay $8.80 per year for every $1,000 invested. This is higher than the average expense ratio for ETFs because it is actively managed, requiring more research and expertise to select investments in the AI sector.
What would affect this ETF?The Harbor AI Inflection Strategy ETF (EPAI) could benefit from the growing adoption of AI and robotics across industries, as well as increased investment in technology and innovation in the U.S. However, it may face challenges from regulatory scrutiny on AI, economic slowdowns impacting tech spending, or rising interest rates, which can weigh on growth-focused sectors like technology and industrials.

EPAI Top 10 Holdings

EPAI is essentially an AI hardware and infrastructure play, with chip-equipment leaders like Applied Materials and Lam Research doing much of the heavy lifting as their stocks keep rising on strong earnings and AI demand. Flex and FormFactor add extra fuel, both showing upbeat momentum that reinforces the fund’s tilt toward the semiconductor supply chain. Vertiv, tied to data center power and cooling, is climbing but more steadily, while names like Corning and MasTec are contributing in a mixed, slower-burning way. The portfolio is U.S.-centric and heavily concentrated in technology and industrials powering the AI buildout.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Applied Materials5.12%$294.02K$478.79B184.37%
77
Outperform
Teradyne4.39%$252.00K$57.78B318.94%
71
Outperform
Vertiv Holdings4.31%$247.13K$115.44B152.23%
77
Outperform
Lam Research4.15%$238.14K$439.46B226.68%
77
Outperform
TSMC3.84%$220.47K$1.98T98.28%
81
Outperform
ASML Holding3.82%$219.01K$714.60B120.03%
81
Outperform
Flex3.79%$217.40K$50.14B156.52%
74
Outperform
Corning3.56%$204.15K$169.36B251.56%
74
Outperform
MasTec3.45%$197.93K$29.51B113.30%
74
Outperform
Entegris3.32%$190.46K$22.37B55.23%
66
Neutral

EPAI Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
28.45
Negative
100DMA
26.07
Positive
200DMA
Market Momentum
MACD
0.22
Positive
RSI
43.00
Neutral
STOCH
5.98
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPAI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.43, equal to the 50-day MA of 28.45, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 43.00 is Neutral, neither overbought nor oversold. The STOCH value of 5.98 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EPAI.

EPAI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.46M0.88%
73
Outperform
$98.66M1.02%
55
Neutral
$47.28M0.35%
68
Neutral
$41.41M0.69%
67
Neutral
$40.97M0.65%
76
Outperform
$31.68M0.77%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EPAI
Harbor AI Inflection Strategy ETF
27.52
7.50
37.46%
LFGY
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
LRNZ
TrueShares Technology, AI & Deep Learning ETF
XPND
First Trust Expanded Technology ETF
GK
AdvisorShares Gerber Kawasaki ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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