Anthony Ginsberg, CEO of GinsGlobal Index Fund, recently spoke with Steve Darling from Proactive to discuss the strong recent performance of the GinsGlobal Tech Megatrend ETF, which has gained 34% since April’s “Liberation Day.” The rally has been driven by expectations of interest rate cuts, broad global equity strength, and robust performance across key technology subthemes including cloud computing, cybersecurity, and blockchain.
“Digital entertainment has been the standout performer—up 26%—followed closely by cybersecurity and cloud,” Ginsberg noted. While artificial intelligence continues to dominate headlines, he pointed out that global cloud spending currently exceeds AI investment, with around USD 3.5 trillion flowing into cloud infrastructure and services versus USD 2.5 trillion into AI-related investments.
The ETF remains globally diversified, with 55% of holdings in U.S. companies, complemented by exposure to international technology leaders. Ginsberg highlighted that a rebound in undervalued Chinese tech stocks such as Alibaba and Baidu has also contributed to recent gains. Additionally, a weaker U.S. dollar has acted as a tailwind, boosting earnings from the fund’s international holdings.
Looking ahead, Ginsberg is closely watching for an uptick in M&A activity, particularly across the cloud, cybersecurity, and digital entertainment sectors, as large technology players seek to consolidate their positions and capture growth opportunities. He also underscored the supportive policy backdrop, noting that blockchain continues to benefit from regulatory momentum in Washington, which could provide an additional growth catalyst for the ETF’s holdings in the months ahead.
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