Anthony Di Pizio, The Motley Fool
Tue, December 23, 2025 astatine 3:27 AM CST 6 min read
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Artificial quality (AI) stocks similar Nvidia and Palantir propelled the broader marketplace higher during 2025.
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AI is apt to stay a ascendant taxable for the banal marketplace successful 2026, but picking the winners and losers won't beryllium easy.
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AI-focused exchange-traded funds tin instrumentality the guesswork retired of investing successful the revolutionary technology.
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10 stocks we similar amended than Tidal Trust II - Roundhill Generative Ai & Technology ETF ›
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With 2025 rapidly drafting to a close, this mightiness beryllium a bully clip for investors to marque adjustments to their portfolios successful mentation for the caller year. The artificial quality (AI) manufacture has been a large root of banal marketplace returns this year, and anyone who hasn't owned a portion of cardinal players similar Nvidia and Palantir Technologies probably underperformed the benchmark S&P 500.
But there's a elemental solution for those investors arsenic we caput into 2026. Two exchange-traded funds (ETFs) that put exclusively successful the booming AI assemblage are the Roundhill Generative AI and Technology ETF (NYSEMKT: CHAT) and the iShares Future AI and Tech ETF (NYSEMKT: ARTY). They instrumentality the guesswork retired of picking winners and losers, truthful here's wherefore they could beryllium large additions to immoderate diversified portfolio for the caller year.
The Roundhill ETF invests exclusively successful companies processing the infrastructure, platforms, and bundle down the AI revolution. The money is actively managed, meaning Roundhill's squad regularly adjusts its portfolio to nutrient the champion returns.
The ETF presently holds conscionable 49 stocks, and its apical 5 positions unsocial relationship for 26.7% of the worth of its full portfolio. Although specified a precocious grade of attraction tin pb to volatility, those 5 stocks are among the leaders successful the AI race:
| 1. Alphabet | 7.53% |
| 2. Nvidia | 6.11% |
| 3. Microsoft | 5.13% |
| 4. Meta Platforms | 4.28% |
| 5. Palantir Technologies | 3.67% |
Data source: Roundhill. Portfolio weightings are close arsenic of Dec. 21, 2025, and are taxable to change.
Those 5 stocks person delivered an mean instrumentality of 56% successful 2025, truthful they helped propel the Roundhill ETF to a year-to-date summation of 47%. For immoderate perspective, the S&P 500 is up conscionable 17%:
Alphabet is coming disconnected 2 consecutive quarters of accelerating gross maturation successful its Google Search business, astir wholly acknowledgment to caller AI-powered features similar AI Overviews. Revenue maturation successful its Google Cloud conception is besides accelerating, arsenic the level works to capable a staggering $155 cardinal bid backlog from customers waiting for much of its AI information centers to travel connected line.

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