ETF of the Moment: Software Isn't Dead, Yet
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
ETF of the Moment: Software Isn't Dead, Yet
-
Narrated by:
-
By:
Earlier this year, investors got hammered by the "SaaSpocalypse." The rise of AI sparked fears that software companies would need fewer workers, sell fewer licenses and spend heavily on technology with uncertain payoffs. Yet just a few months later, one little-known ETF — with only $2.5 million in assets — is quietly suggesting that software's death may have been slightly exaggerated.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Bloomberg Intelligence ETF associate Andrey Yapp about another ETF that's having a moment: Themes Cloud Computing ETF (ticker CLOD). They discuss what makes the ETF's holdings interesting, how recent earnings challenged the AI-doom narrative, and how such a tiny fund emerged as one worth watching.
See omnystudio.com/listener for privacy information.