Themes ETFs
@ThemesETFs
We seek to provide investors with a way to own the opportunities that are shaping the future and moving markets.
Important disclosures:
Joined November 2023
22 Following 25.1K Followers
🧠 AI Credit: Back Where It Started?
AI’s share is back at 34% — same as 2016.
But now it funds real buildout: data centers, compute.
Bigger deals. More concentration.
Focus shifting to credit risk.
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