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3 Tech Stocks Driving Big Returns in GTEK 

BY | ETF Database
12:27 pm ET 09/29/26 | 10 VIEWS
The Goldman Sachs Future Tech Leaders Equity ETF (GTEK B-) has produced robust returns for its 75 basis point fee. The strategy has returned 46.5% YTD, according to ETF Database data, and 52.2% over the last 12 months. GTEK has produced those strong returns by leaning heavily into some rising tech stocks that investors may want to consider.Key Takeaways: GTEK has produced strong returns YTD and over one year, up 46.5% and 52.2% respectively. The fund purposefully eschews megacap tech, focusing on rising names disrupting or innovating in their areas. Looking ahead, its active approach can help find tech growth opportunities that don’t add concentration risk. Three rising tech stocks offer an example of the kind of upside available in the ETF’s portfolio. Elite Material Co., Chrome Ate Inc., and Ase Industrial Holding Ltd. all sit in the fund’s top holdings by weight. According to ETF Database’s Stock Exposure tool, GTEK is in the top three ETFs by exposure to each of those stocks. Elite Material Co., headquartered in Taiwan, has returned almost 210% YTD. The company focuses on particular chemicals required for advanced electronics. Also, that includes manufacturing so-called copper clad laminates (CCL), a key material for circuit boards. Chroma ATE Inc., also a Taiwan-based firm, has returned nearly 175% YTD. The firm creates precision testing tools for electronic components They play a role in the semiconductor ecosystem but also the EV space, as well. Finally, GTEK also holds the Taiwan-based ASE Industrial Holding Co Ltd. That company operates in the semiconductor assembly and test (OSAT) space and has returned almost 170% YTD. For Chroma ATE, Inc., GTEK has the largest weight towards the stock per ETF Database data. GTEK has the second largest weight to ASE Technology, and the third largest weight to Elite Material Co., among ETFs.GTEK: High Conviction, Lower Concentration RiskThose stocks speak to the kind of returns available in GTEK’s approach. The active tech ETF, which just hit its fifth anniversary of operation this month, uses a bottom-up approach to build a high conviction portfolio. See more: As Midterms Loom, Here Are the Opportunities in Muni Bonds Its managers emphasize companies with disruptive or emerging tech focuses, excluding megacap tech. GTEK uses fundamental metrics to screen for quality and growth. Looking ahead, the strategy could prove a solid addition to diversify into rising tech outside of concentration risk names. For more news, information, and strategy, visit the Future ETFs Content Hub.

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