ClearBridge Sustainable Infrastructure ETF

INFR

Market cap $12.5M

Ideally, thematic ETFs capture long-term secular investment themes not fully represented by broad market or sector-based approaches. The best thematic index implementations make use of quantifiable measures such as revenue and market share to identify companies with meaningful exposure to specific themes.

Here, we highlight five ETFs from different corners of the stock market that have outperformed in April.

Looking for an investment theme that is working this year despite tariff headwinds and recession concerns? Global infrastructure ETFs are at the top of the winners list, with positive returns YTD.

As the first quarter comes to a close, clearly, there have been some thematic winners in terms of flows and investment performance. Artificial Intelligence AI-themed ETFs remain among the top recipients of investor flows this year.