ETF provider Global X has launched 5 new ASX ETFs in 2025.
This is on the back of the growing interest in thematic investing.
Thematic investing allows you to gain exposure to a market, sector, or theme that is generally more specific than an index like the S&P/ASX 200 Index (ASX: XJO).
These two in particular have gotten off to a red-hot start.
Image source: Getty Images
Global X AI Infrastructure ETF (ASX: AINF)
This fund offers targeted exposure to the physical and operational backbone, enabling AI's global expansion.
According to Global X, while most AI investments focus on chips or platforms, AINF looks underneath the surface at the energy, data, and materials infrastructure powering this transformation.
While chips and software dominate headlines, the physical backbone of AI including power grids, thermal systems, and connectivity remains under appreciated. These enablers are becoming critical as AI deployments scale in size and complexity.
The ASX ETF provider says AINF provides targeted exposure to this growing opportunity through a concentrated and equally weighted portfolio of companies across energy, materials, and data infrastructure.
At the time of writing, it consists of 30 holdings. The largest exposures are to Electrical Equipment companies (34%) and Metals and Mining (20.9%).
It has a large exposure to companies from the United States, which make up approximately half of the fund.
The fund has had instant success, rising an impressive 26.32% since its initial ASX listing in May.
Global X China Tech ETF (ASX: DRGN)
The Global X China Tech 20 Index is designed to track the performance of 20 leading technology companies listed in Mainland China and Hong Kong.
The index selects across 15 innovation-linked sectors, including semiconductors, automation, industrial software, and internet platforms.
Eligible companies are screened using a rules-based methodology. This incorporates market capitalisation, trading liquidity, one-year sales and earnings growth, and free cash flow yield. Constituents are market-cap weighted with an 8% cap to manage concentration risk.
Since its initial listing in May, it has risen 18.90%.
It appears to be a new competitor for similar funds like the iShares China Large-Cap ETF (ASX: IZZ) and the VanEck China New Economy ETF (ASX: CNEW).
