Andova AI, an AI-native investment platform and sponsor of the Andova AI, Quantum & Frontier Tech ETP, has launched its AI supply chain strategy across the UK and Europe following the product’s initial listing on the London Stock Exchange in April.
The exchange-traded product, listed under the ticker ANDO, employs AI-driven stock selection combined with human oversight and risk controls. Its strategy targets publicly listed companies positioned across the infrastructure and technologies underpinning the next wave of AI adoption.
Rather than offering exposure to a single theme, ANDO is designed to give investors a single actively managed position spanning the broader AI supply chain, with allocations shifting across semiconductors, cloud infrastructure, quantum computing and data-centre power as different parts of the market come into focus.
Many existing technology and semiconductor benchmarks were conceived before the current generative AI cycle reshaped demand, leaving a gap for strategies capable of adapting as new segments of the AI economy gain prominence.
The launch arrives against a backdrop of surging investment in AI infrastructure. Hyperscaler capital expenditure is forecast to reach $300bn in 2025, with roughly $1tn expected to be deployed over the coming years across data centres, semiconductors, grid upgrades and related AI infrastructure.
Andova AI’s investment process begins with a global universe of more than 8,000 listed companies. A proprietary AI-driven model screens this pool using financial, market, competitive and valuation signals, alongside a bespoke AI Impact Score that assesses each company’s potential relevance to AI development.
Analyst validation and portfolio risk controls then narrow this down to a concentrated portfolio selected on the basis of growth potential, quality and valuation.
Andova AI co-founder Raul Moreno said, “A lot of investors still think about AI through Nvidia. That made sense in the first phase of the market, but it is no longer the whole story.
“The AI buildout now runs through hyperscalers, neoclouds, memory, networking, power, quantum computing and the companies applying AI inside major industries. The difficult part is working out which parts of that chain are becoming more important as demand moves. That is what Andova AI was built to do.”
Andova AI co-founder Juan David Nunez said, “SpaceX’s Nasdaq debut shows how quickly the AI opportunity set is moving beyond traditional semiconductor exposure. A static index can only follow that market through its rules, often after the opportunity set has already changed. ANDO’s mandate is the broader AI supply chain, so we can take a view across those layers as they evolve.”
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