The weekly briefing from Thesis
Thematic investing news and the technology developments behind the themes. A weekly selection of stories worth following.
Thematic ETF launches, flows, and market activity.
ETF Action’s weekly report on thematic ETF performance and fund flows. Read the full analysis and supporting data on the publisher’s website.
Read the thematic roundupNinepoint’s new U.S. ETF brings energy producers, pipelines, nuclear businesses, and critical-mineral companies into one North American energy-independence strategy. ENRG began trading on NYSE Arca on September 22.
Read the ENRG launch announcementT. Rowe Price launched TDNA on Nasdaq, targeting biotechnology companies and emerging medical technologies. The actively managed fund is expected to hold roughly 60 to 120 companies.
Read the TDNA launch announcementWestwood’s Salient Enhanced Power & Infrastructure ETF launched on the Texas Stock Exchange. Its strategy spans energy, utilities, grid and data-center infrastructure, with a covered-call overlay intended to generate income.
Read the PWRX launch announcementDefiance launched AT, an ETF focused on actuator systems and precision motion components used in humanoid robotics and automation. The fund tracks an index covering suppliers of motors, gearboxes, controllers, and related hardware.
Read the AT launch announcementBarron’s examines how ETFs, including the newly launched DICE, obtain exposure to private prediction-market companies through special-purpose vehicles, alongside the valuation, liquidity, and regulatory questions that follow.
Read the prediction-markets coverageDefiance’s Global Foundries ETF targets companies that manufacture chips for other businesses. The index strategy includes specialized foundries and diversified semiconductor companies with substantial foundry operations.
Read the AIFR launch announcementRoundhill introduced CCML, an ETF focused on multilayer ceramic capacitors and related electronic components. The launch targets a specialized part of the hardware supply chain supporting AI infrastructure and other electronics.
Read the CCML launch announcementModels, research, and real-world adoption.
TypeSafe introduced Jev, a model that returns structured decisions and probabilities. Its intended uses include routing, classification, and checks within automated workflows.
Read the Jev introductionAnthropic proposes metrics for tracking AI’s contribution to model development, distinguishing work led by AI under human supervision from fully autonomous research.
Read the measurement frameworkGoogle is adding economists and researchers to study how AI adoption affects productivity, jobs, and scientific discovery across businesses and regions.
Read the research updateCovering the technology driving the next industrial revolution
MIT researchers tested batteries that power ingestible devices and then break down in the digestive tract. The reported demonstrations were in animals.
Read the battery researchA $946 million contract modification covers three additional crew flights and related services for the International Space Station, with mission readiness dates in 2027 and 2028.
Read the mission announcementPasqal, USA Rare Earth, and Riven Systems plan to compare quantum and classical methods for separation chemistry. The project has not yet demonstrated a quantum advantage.
Read the project announcementNIST-developed quantum sensors improve measurements used to identify nuclear materials, supporting more precise monitoring and accounting of uranium and other elements.
Read the sensor researchNASA’s feature explains how satellite-linked locator beacons relay distress signals to rescuers, using a 2024 offshore rescue to illustrate the technology in practice.
Read the technology featureThe newsletter
Thematic investing, AI, and the wider technology landscape—brought together in one weekly email.
Curated by Thesis Machine Learning · . Selected reading from September 2026. Original publication dates appear with each article.
Brief original summaries and selected reading links direct readers to the original publishers. External article links open in a new tab; some publications require a subscription. Issuer releases and company announcements are labeled. ETF Action is presented as a reading link, without reproducing its analysis or data.
For information only; not investment advice. Coverage does not imply a partnership or endorsement. Research findings and company announcements may be preliminary. Original sources retain their respective rights.
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