Thematic investing is all about identifying long-term structural trends and capitalising on them.
The good news for investors is that there are ASX ETFs out there that allow investors to easily focus on specific themes that are shaping the future.
This includes artificial intelligence (AI), cloud computing, and the shift to electric vehicles (EVs).
For example, here are three ASX ETFs that could help investors ride these game-changing trends.
Betashares Cloud Computing ETF (ASX: CLDD)
The world is moving to the cloud. From businesses running software applications to consumers streaming content, cloud computing underpins much of our digital activity. Yet, despite its rapid growth, a significant portion of the world's software and data is still hosted on traditional infrastructure. That's expected to change.
The Betashares Cloud Computing ETF provides exposure to global leaders in cloud computing, including Snowflake (NYSE: SNOW), Twilio (NYSE: TWLO), and Shopify (NYSE: SHOP). These companies are not just benefiting from the cloud transition—they're shaping it. As enterprises continue shifting towards scalable, flexible, and cost-efficient cloud solutions, demand for their services is expected to surge.
Cloud computing isn't just a trend, it is the foundation of the digital economy. This ASX ETF offers a simple way to invest in this unstoppable force.
Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)
Artificial intelligence and robotics are no longer the stuff of science fiction—they're transforming our lives today.
From self-driving cars to automated warehouses, companies are increasingly turning to AI-driven solutions to improve efficiency, cut costs, and enhance decision-making.
This ASX ETF provides exposure to a global portfolio of companies leading the charge in AI and robotics, including NVIDIA (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and Keyence. These businesses are developing the chips, software, and machines that power everything from medical robotics to industrial automation.
As AI becomes more sophisticated and automation reshapes the workforce, companies at the forefront of these innovations could see massive long-term growth. For Aussie investors that are looking to capitalise on this trend, the Betashares Global Robotics and Artificial Intelligence ETF could be the way to do it.
BetaShares Electric Vehicles and Future Mobility ETF (ASX: DRIV)
Finally, the way we move is also changing. Governments worldwide are pushing for lower emissions, and automakers are responding with massive investments in EVs and autonomous driving technology. The EV market is forecast to grow exponentially over the next decade, and this ASX ETF provides investors with an easy way to invest in this transformation.
The BetaShares Electric Vehicles and Future Mobility ETF's holding include Tesla (NASDAQ: TSLA), BYD, and Rivian (NASDAQ: RIVN) —some of the most innovative players in the EV space. But it's not just about car manufacturers. This fund also includes businesses supplying key EV components, such as semiconductor producers and battery makers.
With traditional automakers shifting their focus away from petrol and diesel, and governments ramping up incentives for EV adoption, the transition to clean transport is picking up speed. This bodes well for the companies in this ASX ETF.
