IXN: Global Technology Growth Through Sovereign AI Adoption
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Michael Del Monte6.2K FollowersFollow5ShareSavePlay(7min)CommentsSummaryI recommend the iShares Global Tech ETF with a "Buy" rating, driven by robust global AI and IT investment trends into 2026.IXN offers diversified technology exposure but is top-heavy, with 62% of assets in its top 10 holdings, predominantly U.S. mega-cap tech.While IXN provides some international exposure, its heavy U.S. weighting may not sufficiently hedge against U.S. equity risk for global allocators.Concentration risk is material; IXN is best used as a satellite position alongside value or income ETFs to balance portfolio exposure. Hiroshi Watanabe/DigitalVision via Getty Images The iShares Global Tech ETF (IXN) is a passively managed exchange-traded fund designed to provide investors with diversified exposure to the global technology sector. With the expectation of continued investments in AI going into 2026 both domestically and abroad, I believeThis article was written byMichael Del Monte6.2K FollowersFollowMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You