VistaShares Artificial Intelligence Supercycle ETF surpasses $1 billion in assets under management

VistaShares’ Artificial Intelligence Supercycle ETF, trading under the ticker AIS, has crossed $1 billion in assets under management. For a fund that launched in early December 2024, that’s a growth trajectory most ETF issuers would trade a kidney for. The milestone, announced on September 9, puts AIS in rare company. Most new ETFs struggle to gather $100 million in their first couple of years. AIS blew past $350 million by late April 2026 and then nearly tripled that figure in a matter of months. The ‘Bill of Materials’ approach What separates AIS from the crowded field of AI-themed funds is its investment philosophy. Rather than loading up on the usual suspects, the mega-cap software and platform companies that dominate most AI ETFs, AIS targets the entire AI infrastructure supply chain. VistaShares calls this its “Bill of Materials” approach, and it’s patent-pending. That means the portfolio skews heavily toward semiconductors, memory chips, and data center hardware. Top holdings include names like SK hynix and Micron, the memory chip giants whose products are essential to training and running AI models. Vertiv, which makes cooling and power management systems for data centers, ...