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THNQ - ETF AI Analysis

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THNQ

ROBO Global Artificial Intelligence ETF (THNQ)

Rating:62Neutral
Price Target:
THNQ, the ROBO Global Artificial Intelligence ETF, reflects a solid but not top-tier overall quality, driven largely by strong contributors like Arista Networks and Palo Alto Networks, which combine robust financial performance with positive AI and cloud-focused growth prospects. The rating is held back somewhat by holdings such as Tempus AI, Snowflake, and Ambarella, where profitability, valuation, and mixed technical signals create more uncertainty. The main risk factor is the fund’s concentration in AI and related technology names, which can amplify volatility when sentiment or fundamentals in this sector weaken.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing solid momentum in its strategy.
Leading AI and Tech Holdings
Many of the top positions, such as major cybersecurity, cloud, and chip companies, have shown strong or steady performance, helping drive the fund’s returns.
Focused Exposure to Growth Sectors
Heavy weighting in technology and related sectors gives investors targeted exposure to companies that are central to the growth of artificial intelligence.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
Concentrated in U.S. Market
With most assets in U.S. companies and limited exposure to other countries, the ETF is heavily tied to the performance of the U.S. market.
Sector Concentration Risk
A large majority of the portfolio is in technology, so a downturn in this sector could have a big impact on the fund’s value.

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

THNQ Summary

THNQ is the ROBO Global Artificial Intelligence ETF, built to follow the ROBO Global Artificial Intelligence Index and the theme of robotics and AI. It invests mainly in U.S. technology companies that use or build AI, including well-known names like Amazon and Meta Platforms, as well as firms focused on cybersecurity, cloud software, and advanced chips. Investors might consider THNQ if they want growth potential from the long-term rise of artificial intelligence, while getting diversification across many AI-related businesses instead of picking single stocks. A key risk is that it is heavily focused on tech and AI, so its price can swing sharply and go up or down with changes in the technology sector.
How much will it cost me?The ROBO Global Artificial Intelligence ETF (THNQ) has an expense ratio of 0.68%, meaning you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized sector like robotics and AI, which requires more research and expertise.
What would affect this ETF?The ROBO Global Artificial Intelligence ETF (THNQ) could benefit from growing adoption of AI technologies across industries like healthcare, consumer products, and automation, as well as increased investment in AI-driven innovation globally. However, it may face challenges from regulatory scrutiny on AI usage, geopolitical tensions affecting global tech companies, or economic slowdowns that reduce corporate spending on technology. Its heavy exposure to the technology sector makes it particularly sensitive to changes in interest rates and market sentiment toward growth stocks.

THNQ Top 10 Holdings

THNQ is leaning hard into the AI boom, with a tech-heavy lineup where chip and infrastructure names are doing much of the heavy lifting. AMD and ASML have been rising steadily, helping power the fund’s core AI hardware story, while Datadog and Cloudflare add momentum from the software and cloud side. On the flip side, Meta looks a bit wobbly and Tempus AI is clearly dragging, reminding investors that not every AI bet is paying off yet. Overall, it’s a globally diversified but tightly AI-focused portfolio, with performance driven by a handful of key tech leaders.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Tempus AI, Inc. Class A3.06%$13.57M$13.12B-9.72%
52
Neutral
Everpure3.02%$13.37M$36.08B86.10%
64
Neutral
Palo Alto Networks2.57%$11.40M$291.66B92.53%
73
Outperform
Snowflake2.32%$10.27M$115.34B69.09%
54
Neutral
Ambarella2.31%$10.23M$3.23B2.49%
59
Neutral
Alibaba2.30%$10.19M$300.93B-2.93%
68
Neutral
Cloudflare2.28%$10.11M$104.38B49.43%
61
Neutral
Shopify2.28%$10.11M$191.80B5.02%
Samsara2.24%$9.94M$23.35B14.80%
69
Neutral
Amazon2.18%$9.68M$2.79T13.02%
71
Outperform

THNQ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
87.72
Positive
100DMA
81.56
Positive
200DMA
72.55
Positive
Market Momentum
MACD
1.49
Negative
RSI
55.52
Neutral
STOCH
25.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For THNQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 88.66, equal to the 50-day MA of 87.72, and equal to the 200-day MA of 72.55, indicating a bullish trend. The MACD of 1.49 indicates Negative momentum. The RSI at 55.52 is Neutral, neither overbought nor oversold. The STOCH value of 25.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for THNQ.

THNQ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$443.39M0.68%
62
Neutral
$829.27M0.58%
63
Neutral
$767.27M0.65%
63
Neutral
$700.77M0.45%
63
Neutral
$669.60M1.00%
57
Neutral
$218.34M0.50%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
THNQ
ROBO Global Artificial Intelligence ETF
90.89
33.60
58.65%
ALAI
Alger AI Enablers & Adopters ETF
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
AGIX
KraneShares Artificial Intelligence & Technology ETF
FBOT
Fidelity Disruptive 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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