Defiance Quantum ETF

QTUM

Market cap $3.5B

AI stocks were some of the biggest winners in 2025, but that doesn't mean there isn't upside remaining. The next leg of the AI rally might come from stocks outside the "Magnificent Seven.

Artificial intelligence is the headline-grabbing technology story today, but in the background, you'll hear the term quantum computing. Quantum computing could dramatically increase the computing power available to the world.

Defiance Quantum ETF captured the quantum computing theme at the right time, attracting massive investor interest and growing to roughly $3 billion in assets after a powerful run, but that success also. The QTUM ETF offers diversified, not pure-play, exposure to quantum computing through a broad mix of mega-cap technology firms and smaller R&D-driven companies, which reduces single-stock risk but also limits upside. A potential pullback in 2026 would be healthy rather than thesis-breaking.

VANCOUVER, BC , Dec. 29, 2025 /PRNewswire/ -  BTQ Technologies Corp.  ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, today issued a Year-End Letter to Shareholders from its Chief Executive Officer and Chairman, Olivier Roussy Newton. Dear Shareholders, As we close 2025, I want to reflect on a year defined by one thing: turning the "quantum era" from a future headline into deployment, standards leadership, and measurable commercial pathways.

The Defiance Quantum ETF has had a great year, but could be set for profit-taking in Q1. QTUM offers broad tech exposure, with 84 holdings and no concentrated positions, but limited pureplay quantum exposure dilutes direct quantum upside. Valuations for this ETF's holdings, such as IonQ and Quantum eMotion, appear excessive relative to revenues, increasing downside risk in a correction.

The Pentagon sees quantum computing as a new Manhattan Project. China is “nanoseconds” behind.

Quantum computing is an exciting theme, but one that's going to take some time to play out. Investors should consider a broad spectrum of names beyond just the "Magnificent Seven.

VANCOUVER, BC , Dec. 15, 2025 /PRNewswire/ - BTQ Technologies Corp.  ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, is pleased to announce that it has been added to the Defiance Quantum ETF (NASDAQ: QTUM), a thematic exchange traded fund that seeks to track the performance of the BlueStar Machine Learning and Quantum Computing Index ("BQTUM"). BTQ believes inclusion in QTUM broadens institutional and retail visibility for the Company as it advances quantum era security across mission critical networks, including post-quantum cryptography, quantum-secure hardware, and quantum security infrastructure.

After a dismal November in which shares plunged by more than 38%, D-Wave Quantum Inc. NYSE: QBTS is leaving investors focused on quantum computing wondering whether the worst is still yet to come. Signs across the industry don't look promising, with rivals Rigetti Computing NASDAQ: RGTI and IonQ Inc. NYSE: IONQ dropping by 42% and 21%, respectively, over the last month as well.

In a recent interview, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) CEO Sundar Pichai dropped one of the most quietly explosive comments of the year — and it wasn't about AI. Speaking on BBC Newsnight, Pichai said the company's quantum program is reaching a tipping point, remarking: "I would say quantum is there where maybe AI was 5 years ago.