The economy digitization is accelerating like never before as illustrated by the rise of Artificial Intelligence and the emergence of the Metaverse, a 3D digital world in which people will direct avatars to play, socialize  share experiences, shop, work and learn.

This secular transformation requires a massive upgrade of the technology infrastructure, to support the AI, real-time and 3D requirements of this new generation of applications.

On the sustainability front, the need to reduce greenhouse gas emissions and tackle the growing population challenge is reshaping traditional industries and giving rise to a new generation of innovations in food, water and clean energies.

A good way to play these innovations is through a multi-thematic portfolio that gives exposure to each theme’s secular growth prospects while offering risk diversification.

The Next Generation Tech certificate reflects Synapse Invest’s strongest convictions across its various themes for a total of 30-40 positions.

The investment manager will have the ability to make allocation decisions based on specific technology developments, earnings potential and/or macro conditions.  The portfolio’s exposure to one single theme will usually be below 25%.

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INSIGHTS

AI/Powering AI: TSMC And Siemens Energy Results Point To Continued Strength In The AI Ecosystem

After the latest tariff twists and chips export restrictions to China, initial earnings in the AI space were widely expected. They didn’t disappoint, with both Taiwan Semi and Siemens Energy releasing strong quarterly figures and either maintaining or exceeding full-year expectations. Taiwan Semi, the leading maker of chips whose growth has been buoyed in recent…

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AI: AI Spending On Track After The Tariff Chaos

It’s been a turbulent few weeks, with tariff uncertainty fueling broader concerns about the macroeconomic outlook and, specifically, about the AI spending environment. Even if semiconductors were initially expected to be spared from tariffs, the prospect of an economic downturn affecting the core businesses of major hyperscalers—such as declining advertising revenues at Google and Meta,…

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Product Details

NAV & Performance

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ISIN

DE000US8FB90

Currency

USD

Type

Active Equity

Issuer / Rating

Kepler – UBS / S&P A+

Inception Date

17.02.2020

Liquidity

Daily