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JHAI - ETF AI Analysis

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JHAI

Janus Henderson Global Artificial Intelligence ETF (JHAI)

Rating:74Outperform
Price Target:
JHAI, the Janus Henderson Global Artificial Intelligence ETF, appears to be a solid but not flawless AI-focused fund, supported by major positions in leaders like TSMC, Nvidia, Alphabet, Microsoft, and Broadcom, all benefiting from strong financial performance and strategic focus on AI and cloud growth. These high-quality tech and semiconductor names drive much of the fund’s appeal, but weaker exposure such as Nebius Group, which faces revenue and cash flow challenges and signs of overvaluation, likely drags on the overall rating. The main risk is the fund’s heavy concentration in AI-related technology and semiconductor companies, which can make it more sensitive to sector downturns, high valuations, and regulatory or geopolitical issues.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading AI-Focused Holdings
Many of the largest positions, including several major chipmakers and technology leaders, have delivered strong results, helping drive the fund’s returns.
Targeted Technology and AI Exposure
A large share of the portfolio is in technology and related sectors, giving investors focused exposure to companies benefiting from artificial intelligence trends.
Negative Factors
High Stock Concentration
A small number of companies make up a large portion of the fund, which increases the impact if any of these holdings perform poorly.
Single-Country Focus
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification.
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which can gradually reduce net returns for long-term investors.

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

JHAI Summary

The Janus Henderson Global Artificial Intelligence ETF (JHAI) is a fund that focuses on companies using or building artificial intelligence, mainly within the technology sector. It doesn’t track a traditional index but follows the theme of AI and robotics, aiming to benefit from the growth of this fast-changing area. Well-known holdings include Nvidia, Microsoft, Amazon, and Alphabet (Google’s parent company). Someone might invest in JHAI to seek long-term growth from the expanding use of AI across the economy. However, it is heavily concentrated in tech-related stocks, so its price can rise and fall sharply with the technology sector.
How much will it cost me?The Janus Henderson Global Artificial Intelligence ETF (JHAI) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and oversight to select companies in the dynamic AI sector.
What would affect this ETF?The Janus Henderson Global Artificial Intelligence ETF (JHAI) could benefit from the increasing adoption of AI across industries, driving growth for its top holdings like Nvidia and Microsoft. However, potential risks include regulatory scrutiny on AI technologies and economic slowdowns that may impact technology investments globally. Changes in interest rates could also affect the valuation of tech-focused companies in the portfolio.

JHAI Top 10 Holdings

JHAI is riding a powerful AI semiconductor wave, with heavyweights TSMC, Nvidia, and Broadcom doing most of the heavy lifting as their chip and infrastructure businesses keep climbing. Equipment makers like Lam Research, Micron, and KLA are also rising, adding extra fuel to the fund’s momentum. Big Tech names such as Alphabet and Amazon are steady contributors, while Microsoft’s more mixed recent stretch means it’s not pulling quite as hard. Overall, this is a globally focused but very tech- and chip-centric portfolio, with performance hinging on the AI hardware boom.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC16.05%$3.35M$1.80T143.77%
81
Outperform
Nvidia14.25%$2.97M$5.06T87.61%
76
Outperform
Broadcom6.33%$1.32M$2.00T119.83%
76
Outperform
Alphabet Class C4.09%$853.06K$4.15T108.92%
82
Outperform
Lam Research3.81%$795.31K$334.88B274.94%
77
Outperform
Amazon3.54%$738.64K$2.84T39.68%
71
Outperform
Microsoft3.44%$716.76K$3.15T8.36%
79
Outperform
Micron3.43%$715.77K$560.17B522.61%
79
Outperform
KLA3.21%$669.51K$253.63B178.57%
77
Outperform
ARM Holdings PLC ADR2.23%$464.69K$249.37B107.17%
69
Neutral

JHAI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.41
Positive
100DMA
27.44
Positive
200DMA
Market Momentum
MACD
1.05
Negative
RSI
74.30
Negative
STOCH
93.07
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHAI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.22, equal to the 50-day MA of 27.41, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 1.05 indicates Negative momentum. The RSI at 74.30 is Negative, neither overbought nor oversold. The STOCH value of 93.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JHAI.

JHAI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$20.85M0.59%
74
Outperform
$97.50M1.00%
69
Neutral
$97.30M0.50%
59
Neutral
$90.24M0.50%
71
Outperform
$51.12M0.50%
64
Neutral
$11.27M0.70%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JHAI
Janus Henderson Global Artificial Intelligence ETF
30.97
6.35
25.79%
FFND
Future Fund Active ETF
CSNR
Cohen & Steers Natural Resources Active ETF
IQM
Franklin Intelligent Machines ETF
TEKY
Lazard Next Gen Technologies ETF
PBOT
Pictet AI & Automation 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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