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EPAI - ETF AI Analysis

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EPAI

Harbor AI Inflection Strategy ETF (EPAI)

Rating:72Outperform
Price Target:
EPAI, the Harbor AI Inflection Strategy ETF, has a solid overall rating driven mainly by high-quality semiconductor and AI-focused leaders like TSMC and ASML, which benefit from strong financial performance, positive earnings calls, and strategic positioning in advanced technologies. Other key holdings such as Vertiv, Applied Materials, and Lam Research further support the rating with robust results and AI-related growth, though some names like FormFactor and Entegris introduce risks around high valuations, cash flow, and mixed momentum. The main risk factor is the fund’s heavy exposure to semiconductor and AI-related industries, which can increase sensitivity to sector-specific downturns, regulatory changes, and valuation pullbacks.
Positive Factors
Strong Top Holdings
Many of the largest positions have shown strong gains this year, helping support the ETF’s overall performance.
Focused Growth Sectors
Heavy exposure to technology and industrials gives investors targeted access to areas that can benefit from AI-related growth.
Clear AI-Themed Strategy
The fund’s holdings are concentrated in companies tied to AI infrastructure and tools, offering a straightforward way to invest in this theme.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees, which can eat into long-term returns compared with lower-cost funds.
Sector Concentration Risk
With most assets in technology and industrials, the fund could be hit hard if these sectors experience a downturn.
Small Asset Base
The ETF manages a relatively small amount of money, which can sometimes mean less trading liquidity and a higher chance the fund could be closed in the future.

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, mainly in the U.S. Instead of tracking a set index, it picks stocks the managers believe are well positioned for AI growth. Well-known holdings include Applied Materials and ASML, which make key equipment for chip and AI hardware production. Someone might invest for long-term growth and to get targeted exposure to the AI theme. A key risk is that it’s heavily concentrated in technology-related stocks, so its price can swing sharply with 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 riding the AI hardware wave, with chip and equipment names like Applied Materials, TSMC, ASML, and Lam Research doing much of the heavy lifting over the past few months, even if they’ve cooled off recently. Vertiv has also been a key engine, benefiting from rising demand for AI-ready data centers, while Entegris and FormFactor add more specialized semiconductor exposure with mixed but generally rising momentum. The fund is heavily tilted toward U.S.-listed tech and industrial names, making it a focused bet on the AI build-out rather than a broad global portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Teradyne4.42%$171.75K$50.17B371.57%
71
Outperform
Vertiv Holdings4.39%$170.48K$100.36B317.01%
77
Outperform
Applied Materials3.77%$146.33K$281.18B174.74%
77
Outperform
MasTec3.70%$143.78K$26.68B216.60%
74
Outperform
TSMC3.59%$139.52K$1.52T144.27%
81
Outperform
ASML Holding3.52%$136.76K$497.09B119.43%
81
Outperform
Formfactor3.46%$134.36K$8.19B353.49%
68
Neutral
Entegris3.36%$130.40K$18.02B88.41%
66
Neutral
Everus Construction Group, Inc.3.34%$129.74K$6.09B240.49%
72
Outperform
Lam Research3.24%$125.79K$280.16B272.36%
77
Outperform

EPAI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
22.90
Positive
100DMA
200DMA
Market Momentum
MACD
0.05
Negative
RSI
55.07
Neutral
STOCH
86.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPAI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.66, equal to the 50-day MA of 22.90, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.05 indicates Negative momentum. The RSI at 55.07 is Neutral, neither overbought nor oversold. The STOCH value of 86.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPAI.

EPAI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.04M0.88%
72
Outperform
$80.68M0.85%
66
Neutral
$60.39M1.06%
72
Outperform
$49.65M0.65%
76
Outperform
$41.77M0.35%
68
Neutral
$28.80M0.69%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EPAI
Harbor AI Inflection Strategy ETF
23.29
3.27
16.33%
CEPI
REX Crypto Equity Premium Income ETF
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
XPND
First Trust Expanded Technology ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
LRNZ
TrueShares Technology, AI & Deep Learning 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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