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AI Infrastructure Firm Nebius Spikes: Get Exposure in THNQ 

BY | ETF Database
12:51 pm ET 08/13/26 | 3 VIEWS
The AI revolution continues to drive market headlines, with a widening cast of companies carrying the banner of AI agents, infrastructure, and possibilities. Nebius Group N.V. (NBIS) surged this week following a notable second quarter earnings beat. NBIS stands out as a prime example of AI infrastructure stocks that can add some potency to portfolios via ETFs like the ROBO Global Artificial Intelligence ETF (THNQ B-).Key Takeaways: NBIS has returned 179% YTD, an eye-watering performance for a standout artificial intelligence infrastructure name. THNQ, a noted artificial intelligence ETF, provides exposure to NBIS via its tracked index. The fund has benefitted from NBIS’ performance, itself returning 62.7% over the last 12 months. THNQ charges 68 basis point (bps) to track the ROBO Global Artificial Intelligence index. The artificial intelligence ETF invests in companies deriving most of their revenue from AI, classified under either infrastructure or applications and services. Within that, the index further breaks down the space into areas like semiconductors, e-commerce, automation, and more. NBIS stands out as the 10th-largest holding in the ETF as of August 13. The stock itself has spiked 28% in the last five days, following its robust second quarter earnings beat. That has helped it reach a 179% return YTD, as well. The company represents a key layer in the overall AI infrastructure and overall AI investment landscape. As an AI cloud service provider, it enables the use of AI across other areas, with its Nvidia (NVDA) factory partnership a key example. “Nebius is building AI-native cloud infrastructure that supports the path from model development to real-world deployment,” said VettaFi Head of Robotics and AI Research Zeno Mercer. “We have long followed founder and CEO Arkady Volozh and the leadership team, going back to their work at Yandex, so it has been exciting to see their technical vision meet the market at the right moment.” “That engineering depth and full-stack approach position Nebius to become a major player in the AI economy,” he added. “Its broader portfolio of ventures and investments across autonomous mobility, data infrastructure and AI services also gives us several adjacent areas of innovation to watch.”THNQ's Use CaseTogether, NBIS has helped THNQ produce a 46% return YTD. The artificial intelligence ETF has also returned 62.7% over the last 12 months, per ETF Database data. Those performances have seen the ETF outperform the ETF Database tech equities category average in those time frames, as well. Overall, the strategy may make for a strong thematic offering for AI exposure. With NBIS rising as a notable name in the AI infrastructure space, it may be worth adding via a well-researched and specialized fund like THNQ. For more news, information, and analysis, visit the Thematic Investing Content Hub. VettaFi LLC (“VettaFi”) is the index provider for THNQ, for which it receives an index licensing fee. However, THNQ is not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of THNQ.

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