Growth investing is often about identifying where the next wave of expansion will come from.
As May approaches, artificial intelligence (AI) and digital adoption continue to shape that landscape. But the opportunity is not limited to one part of the market. It is spreading across regions, industries, and layers of the technology stack.
Here are three ASX ETFs that tap into that growth in different ways.
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BetaShares Asia Technology Tigers ETF (ASX: ASIA)
The first ASX ETF to look at is the BetaShares Asia Technology Tigers ETF.
This ETF focuses on major technology companies across Asia, a region where digital adoption is still accelerating.
Its holdings include companies such as Meituan (SEHK: 3690), PDD Holdings (NASDAQ: PDD), and Samsung Electronics.
Samsung offers a good illustration of the opportunity. As a global leader in semiconductors and electronics, it sits at the centre of multiple growth areas, from smartphones to memory chips used in data centres.
As digital ecosystems continue to expand across Asia, this fund provides exposure to that ongoing growth.
Global X Artificial Intelligence Infrastructure ETF (ASX: AINF)
Another ASX ETF that stands out for growth investors is the Global X Artificial Intelligence Infrastructure ETF.
While much of the focus in AI has been on software and chips, this ETF looks at the systems that make it all possible.
Its holdings include companies such as Vertiv Holdings (NYSE: VRT), Arista Networks (NYSE: ANET), and Cameco Corporation (NYSE: CCJ).
Vertiv is a good example of this layer. It provides cooling and power systems used in data centres, which are essential as AI workloads increase in size and complexity.
The growth in AI is driving significant investment in infrastructure, with data centre spending expected to rise sharply in the coming years.
By focusing on the physical backbone of AI, this fund captures a part of the theme that is often overlooked.
Global X Artificial Intelligence ETF (ASX: GXAI)
A third ASX ETF worth keeping an eye on is the Global X Artificial Intelligence ETF.
This ETF takes a broader approach, investing across the full AI ecosystem, from hardware to software and applications.
Its holdings include stocks such as SK Hynix, Advanced Micro Devices (NASDAQ: AMD), and Broadcom (NASDAQ: AVGO).
SK Hynix highlights how demand for memory and processing power is increasing as AI adoption grows. Its products are critical for handling the large volumes of data required by AI systems.
The rapid commercialisation of AI is expanding its use across industries, from healthcare to agriculture, creating a wide range of growth opportunities.
With exposure across multiple segments and regions, this fund provides a broad way to invest in the continued development of artificial intelligence.
