ETF of the Moment: Software Isn't Dead, Yet
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…
The skinny
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