U.S. Global Investors Announces the Launch of the U.S. Global Technology and Aerospace & Defense ETF (NYSE: WAR)
U.S. Global Investors (GROW) has launched its first actively managed ETF, the U.S. Global Technology and Aerospace & Defense ETF (WAR), trading on the NYSE. The ETF focuses on defense and technology sectors, including semiconductors, AI, data centers, cybersecurity, aerospace, and electronic warfare. Using a smart beta 2.0 strategy, WAR combines quantitative and fundamental analysis to identify long-term opportunities while managing risk.
The launch builds on the company's success with its billion-dollar JETS ETF. The new fund aims to capitalize on growing global military expenditures, which reached $2.4 trillion in 2023, and the expanding semiconductor market, projected to exceed $1 trillion by 2030. The global AI market is estimated to reach $826 billion by 2030.
U.S. Global Investors (GROW) ha lanciato il suo primo ETF gestito attivamente, il U.S. Global Technology and Aerospace & Defense ETF (WAR), che è quotato al NYSE. L'ETF si concentra sui settori della difesa e della tecnologia, inclusi semiconduttori, intelligenza artificiale, centri dati, cybersecurity, aerospaziale e guerra elettronica. Utilizzando una strategia di smart beta 2.0, WAR combina analisi quantitativa e fondamentale per identificare opportunità a lungo termine gestendo al contempo il rischio.
Il lancio si basa sul successo dell'azienda con il suo ETF JETS da miliardi di dollari. Il nuovo fondo mira a capitalizzare sulle crescenti spese militari globali, che hanno raggiunto i 2,4 trilioni di dollari nel 2023, e sull'espansione del mercato dei semiconduttori, previsto per superare il trilione di dollari entro il 2030. Si stima che il mercato globale dell'intelligenza artificiale raggiunga i 826 miliardi di dollari entro il 2030.
U.S. Global Investors (GROW) ha lanzado su primer ETF gestionado activamente, el U.S. Global Technology and Aerospace & Defense ETF (WAR), que cotiza en la NYSE. El ETF se centra en los sectores de defensa y tecnología, incluidos los semiconductores, la inteligencia artificial, los centros de datos, la ciberseguridad, la aeroespacial y la guerra electrónica. Usando una estrategia de smart beta 2.0, WAR combina análisis cuantitativo y fundamental para identificar oportunidades a largo plazo mientras gestiona el riesgo.
El lanzamiento se basa en el éxito de la compañía con su ETF JETS de miles de millones de dólares. El nuevo fondo tiene como objetivo capitalizar el creciente gasto militar global, que alcanzó los 2.4 billones de dólares en 2023, y el mercado en expansión de los semiconductores, que se prevé superará los 1 billón de dólares para 2030. Se estima que el mercado global de IA alcanzará los 826 mil millones de dólares para 2030.
U.S. Global Investors (GROW)가 처음으로 능동적으로 관리되는 ETF인 U.S. Global Technology and Aerospace & Defense ETF (WAR)를 NYSE에 상장했습니다. 이 ETF는 반도체, 인공지능, 데이터 센터, 사이버 보안, 항공우주 및 전자전 등 방위 및 기술 분야에 중점을 두고 있습니다. 스마트 베타 2.0 전략을 사용하여 WAR는 정량적 및 근본적인 분석을 결합하여 위험을 관리하면서 장기적인 기회를 식별합니다.
이 출시는 회사의 10억 달러 규모의 JETS ETF 성공에 기반하고 있습니다. 새로운 펀드는 2023년 2.4조 달러에 이른 세계 군사 지출 증가와 2030년까지 1조 달러를 초과할 것으로 예상되는 반도체 시장의 확대를 활용하는 것을 목표로 합니다. 2030년까지 글로벌 AI 시장은 8260억 달러에 이를 것으로 예상됩니다.
U.S. Global Investors (GROW) a lancé son premier ETF géré activement, le U.S. Global Technology and Aerospace & Defense ETF (WAR), qui est coté à la NYSE. Cet ETF se concentre sur les secteurs de la défense et de la technologie, y compris les semi-conducteurs, l'intelligence artificielle, les centres de données, la cybersécurité, l'aérospatiale et la guerre électronique. En utilisant une stratégie de smart beta 2.0, WAR combine l'analyse quantitative et fondamentale pour identifier des opportunités à long terme tout en gérant le risque.
Ce lancement repose sur le succès de l'entreprise avec son ETF JETS de plusieurs milliards de dollars. Le nouveau fonds vise à tirer parti de l'augmentation des dépenses militaires mondiales, qui ont atteint 2,4 billions de dollars en 2023, et du marché des semi-conducteurs en expansion, qui devrait dépasser 1 billion de dollars d'ici 2030. Le marché mondial de l'IA devrait atteindre 826 milliards de dollars d'ici 2030.
U.S. Global Investors (GROW) hat seinen ersten aktiv verwalteten ETF, den U.S. Global Technology and Aerospace & Defense ETF (WAR), der an der NYSE gehandelt wird, ins Leben gerufen. Der ETF konzentriert sich auf die Verteidigungs- und Technologiesektoren, einschließlich Halbleiter, KI, Rechenzentren, Cybersicherheit, Luft- und Raumfahrt und elektronische Kriegsführung. Mit einer Smart Beta 2.0-Strategie kombiniert WAR quantitative und fundamentale Analysen, um langfristige Chancen zu identifizieren und gleichzeitig das Risiko zu steuern.
Der Start baut auf dem Erfolg des Unternehmens mit dem milliardenschweren JETS ETF auf. Der neue Fonds zielt darauf ab, von den wachsenden globalen Militärausgaben zu profitieren, die 2023 2,4 Billionen Dollar erreichten, sowie vom expandierenden Halbleitermarkt, dessen Volumen bis 2030 voraussichtlich 1 Billion Dollar übersteigen wird. Der globale KI-Markt wird bis 2030 auf schätzungsweise 826 Milliarden Dollar anwachsen.
- Launch of new actively managed ETF (WAR) expanding product portfolio
- Leverages success of existing billion-dollar JETS ETF
- Targets growing markets: global military spending ($2.4T), semiconductors ($1T by 2030), AI ($826B by 2030)
- None.
Insights
San Antonio, TX, Dec. 30, 2024 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (Nasdaq: GROW) (“the Company”), a registered investment advisory firm[1] known for its thematic ETFs, is excited to announce the launch of its first actively managed exchange-traded fund, the U.S. Global Technology and Aerospace & Defense ETF (NYSE: WAR) [this will link to the WAR fund page], which begins trading today on the New York Stock Exchange (NYSE). The launch builds on the Company’s success with its billion-dollar U.S. Global Jets ETF (NYSE: JETS) and emphasizes its ability to create resilient, dynamic products.
The WAR ETF is designed to address the increasing global demand for defense and protection through technological advancements. Focusing on sectors like semiconductors, artificial intelligence (AI), data centers, cybersecurity, aerospace and electronic warfare, WAR offers diversified exposure to the industries that help prevent and protect from the threat of war.
Like the Company’s other ETFs, WAR applies a smart beta 2.0 investment strategy, combining quantitative and fundamental analysis to identify opportunities for long-term outperformance while managing risk.[2]
“The WAR ETF is more than just an investment in defense,” says Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. “From the ‘war on drugs’ to the iconic movie Star Wars, history has shown us the importance of defense against the forces that threaten peace. With advances in robotics, drones, satellites, AI and cybersecurity, the ETF aims to capture opportunities in these critical sectors that are transforming how we think about defense and security in the modern world.”
A Smart Beta 2.0 Approach to Investing in the Future of Global Security and Advanced Technologies
Global military expenditures reached a record
Additionally, the global semiconductor market is projected to surpass
Complementing Our Suite of Thematic ETFs
WAR joins the Company’s growing lineup of thematic ETFs, including:
- U.S. Global Jets ETF (NYSE: JETS), focused on airlines and air travel
- U.S. Global GO GOLD and Precious Metal Miners ETF (NYSE: GOAU), focused on gold mining
- U.S. Global Sea to Sky Cargo ETF (NYSE: SEA), focused on global shipping and logistics
To sign up for updates and learn more about the U.S. Global Technology and Aerospace & Defense ETF (WAR), click here.
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About U.S. Global Investors, Inc.
The story of U.S. Global Investors goes back more than 50 years when it began as an investment club. Today, U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the Company provides money management and other services to U.S. Global Investors Funds and U.S. Global ETFs.
Forward-Looking Statements and Disclosure
Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a statutory and summary prospectus by visiting www.usglobaletfs.com. Read it carefully before investing.
Investing involves risk including the possible loss of principal.
The Fund is actively-managed and there is no guarantee the investment objective will be met. The fund is new and has a limited operating history to evaluate. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund.
The Fund’s concentration in the securities of a particular industry namely Aerospace and Defense, Cybersecurity and Semi-conductor industries as well as geographic concentration may cause it to be more susceptible to greater fluctuations in share price and volatility due to adverse events that affect the Fund’s investments.
Aerospace and Defense companies are subject to numerous risks, including fierce competition, adverse political, economic and governmental developments, substantial research and development costs. Aerospace and defense companies rely heavily on the U.S. Government, political support and demand for their products and services.
Companies in the cybersecurity field face intense competition, both domestically and internationally, which may have an adverse effect on profit margins. The products of cybersecurity companies may face obsolescence due to rapid technological development. Companies in the cybersecurity field are heavily dependent on patent and intellectual property rights.
Competitive pressures may have a significant effect on the financial condition of semiconductor companies and may become increasingly subject to aggressive pricing, which hampers profitability. Semiconductor companies typically face high capital costs and can be highly cyclical, which may cause the operating results to vary significantly. The stock prices of companies in the semiconductor sector have been and likely will continue to be extremely volatile.
Investments in the securities of non-U.S. issuers may subject the Fund to more volatility and less liquidity due to currency fluctuations, political instability, economic and geographic events. Emerging markets may pose additional risks and be more volatile due to less information, limited government oversight and lack of uniform standards.
Distributed by Quasar Distributors, LLC. U.S. Global Investors is the investment advisor to WAR.
[1] Registration does not imply a certain level of skill or training.
[2] There is no guarantee that the desired outcome will be achieved.
[3] Tian, N., Lopes da Silva, D., Liang, X., & Scarazzato, L. (2024, April). Trends in world military expenditure, 2023. Stockholm International Peace Research Institute (SIPRI). https://doi.org/10.55163/BQGA2180
[4] European Defence Agency. (2024). Coordinated annual review on defence (CARD) report 2024. https://eda.europa.eu/docs/default-source/documents/card-report-2024.pdf
[5] Burm, G. (2024, November 28). State of the semiconductor industry. PwC. https://www.pwc.com/gx/en/industries/technology/state-of-the-semicon-industry.html
[6] Thormundsson, B. (2024, November 28). Artificial intelligence (AI) market size worldwide from 2020 to 2030. Statista. https://www.statista.com/forecasts/1474143/global-ai-market-size
Attachments
- Global Defense Spending Has Risen for Nine Consecutive Years
- Artificial Intelligence (AI) Market Size, 2020 - 2030
FAQ
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