Forget QQQ: 3 Sector ETFs Quietly Outperforming Tech by a Mile in 2026

• Global X Defense Tech (SHLD) up 72%, Tema Electrification (VOLT) up 62% and 14.6% YTD, Procure Space (UFO) up 101% past twelvemonth vs Invesco QQQ (QQQ). Rocket Lab (RKLB) $40B, SpaceX $1.75T IPO, Tesla (TSLA).

• Defense budgets grow toward $1.5T, AI information halfway buildout strains powerfulness grids, and SpaceX prepares a $1.75T IPO, driving specialized assemblage ETFs past accepted tech indexes.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

The tech assemblage is present massive, and buying the Invesco QQQ Trust (NASDAQ:QQQ) unsocial does not chopped it. Instead, you should excavation deeper and bargain Global X Defense Tech ETF (NYSEARCA:SHLD), Tema Electrification ETF (NASDAQ:VOLT), and Procure Space ETF (NASDAQ:UFO), which are outperforming the broader tech stocks significantly.

But wherefore should you diversify retired of the QQQ successful the archetypal place? The astir compelling rationale for maine is that it lone holds immoderate 100 stocks. Tech has grown beyond that. A larger and larger stock of radical are spending their clip connected their screens, and sticking to conscionable the biggest fewer twelve names volition not marque your portfolio basal out.

You could alternatively look into assemblage ETFs that are tech-adjacent oregon are acceptable to spot semipermanent demand. This volition assistance you broaden your horizons beyond the stocks everyone other is looking astatine and apt boost your gains astatine the aforesaid time.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

If there's 1 wide thing, it is the information that governments worldwide volition support pouring wealth into their militaries. Early past year, investors were profoundly pessimistic astir austerity and the imaginable 8% yearly cuts to the defence sector. The implicit other is what has been happening, with Trump proposing a $1 trillion defence fund past year. This year, he's proposing a $1.5 trillion fund for fiscal twelvemonth 2027.

That's an bonzer magnitude of money, but 1 that tin beryllium approved owed to bonzer circumstances. Even $1 trillion is capable to boost subject stocks significantly, and that's what the Global X Defense Tech ETF gets you vulnerability to. SHLD's holdings span everything from accepted subject stocks to companies progressive successful software, sensors, AI, chips, networking, cybersecurity, and drone systems.

SHLD banal is up astir 72% successful the past year.

These wars nary longer look to person stringent legislature bottlenecks and are besides highly expensive. Cuba stands adjacent connected the crosshairs, truthful I'd bargain up much SHLD stock.

The Tema Electrification ETF leans into the energy request by AI information centers. It's nary concealed that there's a large, ongoing buildout of information centers, but what remains a concealed inactive is conscionable however overmuch powerfulness this volition gully from the grid. AI could devour 10% of the U.S. energy proviso by 2030.