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Heavy Asset ETF LOHA Challenges Tech Concentration Amid AI Power Buildout

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Roundhill's LOHA ETF offers exposure to heavy assets like Cummins and AutoZone, countering mega-cap AI concentration.
  • While benefiting from data center power demand, heavy assets remain vulnerable to cyclical risks and interest rates, positioning the fund as a tactical diversifier rather than an outright growth replacement.
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US100 price history

29368.44 +18.07% over the displayed period

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