Thematic ETFs
Capture the growth around you with thematic ETFs from Global X, that are focused on innovation and the forces shaping our future.
Global X Thematic ETFs
Growth Opportunity
By focusing on long-term trends, thematic investing has the potential for significant growth, if the underlying theme gains traction.
Targeted Exposure
Unlike traditional investing, thematic investing allows you to invest in specific trends you believe in ranging from A.I. to clean energy.
Diversification
Thematic investing can offer a low correlation of relative returns to traditional growth strategies, offering diversification for investors.
Convenience
Thematic ETFs allow you to invest in a basket of companies aligned with a theme, with a single purchase.
ORBX seeks to replicate, to the extent possible and net of expenses, the performance of an index that tracks companies driving the growth and commercialization of the global space economy, including space technologies and components, launch and orbital services, space exploration and tourism, and satellite-enabled communications and data services (currently, the Global X Space Tech Index).
Trillion-Dollar Opportunity in Orbit
Space is rapidly evolving into a major commercial growth opportunity. Launch costs have fallen roughly 20x in the past decade,¹ and private companies now account for about 70% of all orbital launches.² With the global space market on track to surpass $1 trillion by 2034,³ space is moving from possibility to portfolio relevance.
A New Growth Story Is Taking Off
Satellites are powering the next wave of connectivity. About 15,000 orbit Earth today.⁴ By 2030, that number could reach 100,000 as companies race to deliver broadband internet, GPS, Earth imaging, and communications from space.⁵ As these networks scale, they are generating steady, subscription-style revenue and creating a compelling growth opportunity for investors.⁶
One ETF, Full Access to the Space Value Chain
ORBX is built to capture the full space value chain, from rocket builders, launch systems and satellite operators to the components and data services powering them. Only companies earning at least 50% of their revenue from space tech qualify for inclusion, helping the fund stay focused on the theme.
CHQQ seeks to replicate, to the extent possible and net of expenses, the performance of an index that represents the 30 largest technology companies listed in Hong Kong (currently, the Hang Seng TECH Index).
China's Innovation Leaders
The Hang Seng TECH Index captures the 30 leading tech-focused companies listed in Hong Kong, spanning internet, cloud, digital finance, e-commerce, semiconductors, and next-gen hardware. Investors get access to the companies driving China’s digital transformation.
Global Demand, Chinese Innovation
Many index constituents are globally competitive—selling smartphones, building cloud infrastructure, powering digital payments—and their growth is not solely tied to the domestic Chinese economy. This allows investors to access global demand trends via Chinese innovators.
Diversification
For investors with strong conviction on the future growth of technology, taking an expanded approach on one of the dominant tech-focused indices can help ensure they’re capturing the global opportunity unfolding rapidly, outside of North America.
SHLD seeks to replicate, to the extent reasonably possible and net of expenses, the performance of a cap-weighted index designed to provide exposure to companies positioned to benefit from the increased adoption and utilization of defense technology (currently the Global X Defence Tech CAD Index).
Long-Term Growth Catalysts
Since 2020, global defence spending has grown at a 4.2% annual rate — about 4x higher than pre-pandemic levels. Spending is expected to grow at a 5% annualized rate to USD 3.4 trillion by 2030. ¹ ¹ Stockholm International Peace Research Institute (SIPRI), 2024
Global Exposure
SHLD offers exposure to a globally diversified portfolio of companies involved in the development of advanced military systems, technology and hardware development, spanning key markets across Europe, North America and Asia.
First in Canada
SHLD is the only ETF listed in Canada that focuses on global companies positioned to benefit from the increased adoption and utilization of defence technology.
AIGO seeks to replicate, to the extent possible and net of expenses, the performance of an index that is designed to provide exposure to developed market, publicly listed companies that are positioned to benefit from the development and utilization of artificial intelligence (AI) in their products and services, as well as companies that produce hardware used in AI applied for the analysis of big data (currently, the Indxx Artificial Intelligence & Big Data Index).
High Growth Potential
Forecasts suggest the global AI market could increase more than 300x from $39bn in 2022 to $1.3tn by 2032.* *Bloomberg, Jun 2023
Rapid Commercialization
AI is quickly expanding beyond data centers, enabling innovative commercial applications in diverse sectors, including Agriculture, Health Care, and beyond.
Unconstrained
AI spans multiple segments, and its most innovative companies include both household names and newcomers from around the world.
MTRX seeks to replicate, to the extent possible and net of expenses, the performance of an index designed to provide exposure to global publicly listed companies involved in supporting the infrastructure requirements arising from Artificial Intelligence Operations (currently, the Mirae Asset AI Infrastructure CAD Index).
Growth Potential
Generative AI adoption is rapidly expanding, as platforms introduce AI-enabled solutions to the market. The global AI infrastructure market, that underpins the entire AI revolution, is poised for substantial growth in the coming years and is projected to increase from $135.81 billion in 2024 to $394.46 billion by 2030, at a CAGR of 19.4%.* *Markets and Markets, November 2024
Backbone of AI
Rather than guessing which AI application will dominate, investing in AI infrastructure is like owning the “picks and shovels” of the gold rush. As AI continues to transform industries and drive innovation, the companies providing the essential infrastructure are well-positioned to capitalize on this long-term growth trend.
Value-Chain Diversification
Investing in MTRX offers exposure across the AI value chain, potentially reducing risk and capturing opportunities at various stages of AI development and adoption. AI Infrastructure includes companies involved in various aspects of AI development, from power, energy and raw materials supply and management to hyper scaling data center operators— critical to supporting the growing demand for AI applications.
Unlocking growth potential, one theme at a time.
Global X’s Thematic ETFs ignore conventional geographic and sector boundaries, focusing on companies primed to thrive amidst transformative changes in technology, societal dynamics, and environmental landscapes
ORBX
NewManagement Fee:
0.49%Risk Rating: High
ORBX seeks to replicate, to the extent possible and net of expenses, the performance of an index that tracks companies driving the growth and commercialization of the global space economy, including space technologies and components, launch and orbital services, space exploration and tourism, and satellite-enabled communications and data services (currently, the Global X Space Tech Index).
TOKN
Management Fee:
0.49%Risk Rating: High
TOKN seeks to replicate, to the extent possible and net of expenses, the performance of an index that provides exposure to the growth of companies that derive meaningful economic exposure from the tokenized asset market, including stablecoin issuers, tokenization platforms, trading and distribution venues, and infrastructure providers for payment, settlement and custody (currently, the Mirae Asset Stablecoins and Tokenization CAD Index).
CHQQ
Management Fee:
0.55%Risk Rating: High
CHQQ seeks to replicate, to the extent possible and net of expenses, the performance of an index that represents the 30 largest technology companies listed in Hong Kong (currently, the Hang Seng TECH Index).
MEDX
Management Fee:
0.40%Risk Rating: Medium
MEDX seeks to replicate, to the extent reasonably possible and net of expenses, the performance of an equal-weighted index designed to provide exposure to the largest healthcare companies globally (currently, the VettaFi Equal Weight Global Healthcare Index).
SHLD
Management Fee:
0.49%Risk Rating: Medium
SHLD seeks to replicate, to the extent reasonably possible and net of expenses, the performance of a cap-weighted index designed to provide exposure to companies positioned to benefit from the increased adoption and utilization of defense technology (currently the Global X Defence Tech CAD Index).
MTRX
Management Fee:
0.49%Risk Rating: High
MTRX seeks to replicate, to the extent possible and net of expenses, the performance of an index designed to provide exposure to global publicly listed companies involved in supporting the infrastructure requirements arising from Artificial Intelligence Operations (currently, the Mirae Asset AI Infrastructure CAD Index).
AIGO
Management Fee:
0.49%Risk Rating: Medium to High
AIGO seeks to replicate, to the extent possible and net of expenses, the performance of an index that is designed to provide exposure to developed market, publicly listed companies that are positioned to benefit from the development and utilization of artificial intelligence (AI) in their products and services, as well as companies that produce hardware used in AI applied for the analysis of big data (currently, the Indxx Artificial Intelligence & Big Data Index).
TTTX
Management Fee:
0.49%Risk Rating: High
TTTX seeks to replicate, to the extent possible and net of expenses, the performance of an equal-weight index designed to provide exposure to ten of the largest global publicly listed companies anticipated to lead innovation across Artificial Intelligence and Big Data; Semiconductors; Health Care and Biotechnology; and Next Generation Mobility, Battery and Renewable Energy (currently, the Mirae Asset Global Innovative Bluechip Top 10 Index).
CHPS
Management Fee:
0.45%Risk Rating: High
CHPS seeks to replicate, to the extent reasonably possible and net of expenses, the performance of an index designed to provide exposure to public companies listed on select US exchanges that are engaged in the AI semiconductor value chain (currently, the PHLX US AI Semiconductor Index).
CHPS.U
Management Fee:
0.45%Risk Rating: High
CHPS seeks to replicate, to the extent reasonably possible and net of expenses, the performance of an index designed to provide exposure to public companies listed on select US exchanges that are engaged in the AI semiconductor value chain (currently, the PHLX US AI Semiconductor Index).
HBGD
Management Fee:
0.45%Risk Rating: High
HBGD seeks to replicate, to the extent possible, the performance of the Solactive Big Data & Hardware Index, net of expenses. The Solactive Big Data and Hardware Index tracks a portfolio of global companies focusing directly on data development, storage, and management-related services and solutions as well as hardware and hardware-related services used in data-intensive applications such as blockchain.
HBGD.U
Management Fee:
0.45%Risk Rating: High
HBGD.U seeks to replicate, to the extent possible, the performance of the Solactive Big Data & Hardware Index, net of expenses. The Solactive Big Data and Hardware Index tracks a portfolio of global companies focusing directly on data development, storage, and management-related services and solutions as well as hardware and hardware-related services used in data-intensive applications such as blockchain.
HLIT
Management Fee:
0.75%Risk Rating: High
HLIT seeks to replicate, to the extent possible and net of expenses, the performance of an index that is designed to provide exposure to the performance of global, publicly listed companies engaged in the mining and/or production of lithium, lithium compounds, or lithium related components. Currently, HLIT seeks to replicate the performance of the Solactive Global Lithium Producers Index, net of expenses. HLIT seeks to hedge the U.S. dollar value of its portfolio to the Canadian dollar at all times.
HMMJ
Management Fee:
0.75%Risk Rating: High
HMMJ seeks to replicate, to the extent possible, the performance of the North American Marijuana Index, net of expenses. The North American Marijuana Index is designed to provide exposure to the performance of a basket of North American publicly listed companies with significant business activities in the marijuana industry
HMMJ.U
Management Fee:
0.75%Risk Rating: High
HMMJ.U seeks to replicate, to the extent possible, the performance of the North American Marijuana Index, net of expenses. The North American Marijuana Index is designed to provide exposure to the performance of a basket of North American publicly listed companies with significant business activities in the marijuana industry
RBOT
Management Fee:
0.45%Risk Rating: High
RBOT seeks to replicate, to the extent possible, the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index, net of expenses. The Indxx Global Robotics & Artificial Intelligence Thematic Index is designed to provide exposure to the performance of equity securities of companies that are involved in the development of robotics and/or artificial intelligence. RBOT seeks to hedge the U.S. dollar value of its portfolio to the Canadian dollar at all times.
RBOT.U
Management Fee:
0.45%Risk Rating: High
RBOT.U seeks to replicate, to the extent possible, the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index, net of expenses. The Indxx Global Robotics & Artificial Intelligence Thematic Index is designed to provide exposure to the performance of equity securities of companies that are involved in the development of robotics and/or artificial intelligence. RBOT.U seeks to hedge the U.S. dollar value of its portfolio to the Canadian dollar at all times.
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