VanEck ETFs: Investing in Quantum Computing with a Thematic Approach

The Defiance Quantum ETF includes 70 stocks, including US tech giants, Asian and European players, and specialist companies, with a focus on quantum computing. The fund has seen phenomenal growth in AuM from €271m to €1,338m and has outperformed the Nasdaq with a YTD performance exceeding +14%. The ETF includes big names and specialist companies, such as IonQ, Synopsys, and Rigetti, with the top three weightings being IonQ (8.6%), Synopsys (5.8%), and Rigetti (5.1%).

The Defiance Quantum ETF (QQQT) has experienced remarkable growth, rising from an initial asset under management (AuM) of €271 million to €1,338 million, a 400% increase. This growth is particularly notable given the fund's impressive year-to-date (YTD) performance, which has exceeded +14%, outperforming the Nasdaq index [1]. The ETF's success can be attributed to its diversified portfolio, which includes 70 stocks, ranging from major US tech giants to specialist companies focused on quantum computing.

The top three weightings in the ETF are IonQ (8.6%), Synopsys (5.8%), and Rigetti (5.1%). These companies play a pivotal role in the fund's performance, reflecting the broader industry trends and market demand for quantum computing solutions.

IonQ, a leading quantum computing company, has been instrumental in driving the ETF's growth. Its focus on practical, purpose-built quantum systems has positioned it as a key player in the quantum computing landscape [1]. Synopsys, another top-weighted company in the ETF, is a technology company specializing in semiconductor design and manufacturing. Its expertise in AI and edge computing has contributed significantly to the fund's performance [2].

Rigetti, a quantum computing hardware and software company, is also a significant contributor to the ETF's success. Its quantum computing technology has shown promise in various applications, including AI and machine learning [1].

The ETF's performance is a testament to the growing interest and investment in quantum computing. As the AI boom continues to drive demand for more efficient and powerful computing solutions, quantum computing is emerging as a critical technology. Companies like those included in the Defiance Quantum ETF are at the forefront of this technological revolution, offering innovative solutions that have the potential to transform various industries.

The Defiance Quantum ETF's success highlights the potential of quantum computing to drive growth and innovation. As the technology continues to evolve and mature, investors and financial professionals should keep a close eye on this sector, which promises to be a significant driver of future growth.

References:
[1] https://www.benzinga.com/markets/earnings/25/08/47227540/quantum-computing-lands-deals-with-top-bank-automaker-nasa-amid-ai-boom
[2] https://www.ainvest.com/news/quicklogic-125m-securities-offering-strategic-play-ai-edge-computing-dominance-2508/