"Time for AI Tech Stocks Again" TIMEFOLIO Global AI Active ETF, Up 20% in a Month

[Financial News]  TIMEFOLIO Asset Management announced on the 29th that the recent one-month return of the 'TIMEFOLIO Global AI Active ETF' exceeded approximately 20%.
'TIMEFOLIO Global AI Active ETF' is an active ETF that timely invests in companies leading the growth of the global AI industry, including AI infrastructure, software, power, and servers. This product recorded a return of about 90% throughout 2024, achieving the best performance among domestically listed AI industry investment ETFs. Such performance is evaluated as the result of strategic investment in key companies in the AI industry and active management strategies.
In the past month, major contributors to this ETF's returns include CoreWeave (CRWV), NuScale Power (SMR), GE Vernova (GEV), and Tesla (TSLA).
These companies each occupy a leading position in AI cloud computing, small modular reactor (SMR) technology, energy infrastructure innovation, and autonomous driving and energy solutions, contributing to the development of the AI industry.
TIMEFOLIO Asset Management is actively responding to market changes through excellent active management strategies. Fund managers adjust stock weights according to market conditions, selecting companies with high growth potential in the AI industry, playing an important role in achieving excellent returns.
Kim Nam-ho, head of TIMEFOLIO Asset Management, which operates this ETF, said, "With expectations of interest rate cuts in the second half and reduced tariff concerns, global tech stocks are showing signs of rebounding once again in the second half." He added, "The AI industry continues to grow, and as AI development costs decrease, we will actively incorporate changing market leaders such as AI hardware like semiconductors, AI services (software), power, and server companies into our operations."


kakim@fnnews.com Kyung-ah Kim Reporter