Latest news with #Fundstrat
Yahoo
a day ago
- Business
- Yahoo
Tom Lee's Fundstrat Granny Shots ETF (NYSE: GRNY) Surpasses $2 Billion in AUM Less Than 9 Months After Launch -- Outperforming the S&P 500 by 907 Basis Points and Ranking Among the Fastest-Growing Equity ETFs in History
NEW YORK, July 29, 2025 /PRNewswire/ -- Tom Lee's Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has officially surpassed $2 billion in assets under management (AUM) in less than 9 months since the launch in November 2024 - solidifying its place among the fastest-growing active ETFs in the U.S. equity market.1 With a total return of 17.88% since inception, GRNY has outperformed the S&P 500 by 907 basis points year-to-date, as of July 25, 2025. GRNY ("Granny Shots") seeks to own the highest-quality stocks in the S&P 500—typically around 35 names—by identifying the most important thematic arcs over the next 5-10 years and then buys the strongest and highest quality stocks anchored to at least 2 of those themes. These multiple key themes include global labor shortage, cyber and energy security, millennials, monetary policy cycles and are anchored by Fundstrat's research-driven framework. "We want to make investing in our ETF understandable and transparent. We do this by explaining our investment process of theme-focus and selection and by communicating regularly with our weekly videos," said Thomas "Tom" Lee, Chief Investment Officer & Lead Portfolio Manager at Fundstrat Capital. "Many GRNY holders tell us they appreciate the videos as they give them a clear idea of how we are making investment decisions." "GRNY's performance reflects the strength of our disciplined, theme-based process. By aligning the portfolio with long-term macro trends—such as demographics, technological innovation, and monetary policy—while being mindful of near-term signals like PMI recovery and style or industry rotation, we aim to deliver durable results for investors."— Ken Xuan, Portfolio Manager at Fundstrat Capital GRNY is supported by Fundstrat's evidence-based research: weekly strategy updates from Tom Lee, consistent email notifications to investors, and live monthly webinars—designed to equip investors and advisors with institutional-quality content to support their investment decisions and transparency of the fund. For more information about the Fundstrat Granny Shots U.S. Large Cap ETF (Ticker: GRNY), visit or contact inquiry@ Performance data quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For the most recent month-end and standardized performance data, please visit 1 Morningstar and FactSet data as of July 25, 2025. Excluding ETFs converted from mutual funds or separately managed accounts, the comparison includes U.S.-listed, actively managed large-cap equity ETFs launched since November 18,1991. GRNY reached $2 Billion in AUM in under 9 months on July 25, 2025. DISCLOSURES: Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest. Investing involves risk. Principal loss is possible. The principal risks of investing in the Fund are summarized below. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may adversely affect the Fund's net asset value per share ("NAV"), trading price, yield, total return, and/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the section in the Fund's Prospectus titled "Additional Information About the Fund-Principal Risks of Investing in the Fund." Equity Market Risk. Common stocks are generally exposed to greater risk than other types of securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers. Models and Data Risk. The composition of the Fund's portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties ("Models and Data"). When Models and Data prove to be incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund's portfolio that would have been excluded or included had the Models and Data been correct and complete. Operational Risk. The Fund is subject to risks arising from various operational factors, including, but not limited to, human error, processing and communication errors of the Fund's service providers, counter parties or other third-parties, failed or inadequate processes and technology or systems failures. The Fund relies on third-parties for a range of services, including custody. New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions. Distributed by Foreside Fund Services, LLC View original content to download multimedia: SOURCE Fundstrat Capital Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat
Key Points Ethereum could hit $15,000 by the end of the year, according to Tom Lee of Fundstrat. The convergence of Wall Street finance and blockchain finance is leading to higher valuation targets for Ethereum. Stablecoins could be the perfect use case for Ethereum, helping it reach a mainstream audience. 10 stocks we like better than Ethereum › In the crypto market, all eyes are now on Ethereum (CRYPTO: ETH), which is up a head-spinning 50% over the past 30 days. The price of Ethereum is now $3,600, with no signs of slowing down anytime soon. In fact, Tom Lee, the co-founder of Fundstrat and the chairman of a new Ethereum Treasury Company, thinks a fair price for Ethereum could be as high as $15,000. And he thinks Ethereum might get there by the end of the year. But is he right? Could Ethereum really skyrocket 300% in a span of mere months? The Wall Street convergence theory Central to Tom Lee's thesis is the idea that the worlds of Wall Street finance and blockchain finance are converging. Terms like "stablecoins" and "tokenization" are becoming mainstream, and the new crypto policies of the Trump administration have been very bullish for crypto. That would seem to suggest big things ahead for the world of decentralized finance (DeFi), which is a broad, catch-all term for all the new financial products and services that blockchain technology makes possible. According to Tom Lee, Ethereum is Wall Street's favorite blockchain. It's big, it's global, and it's a name that has been around for more than a decade. Everyone remembers Ethereum as the powerhouse that led the way during the previous crypto bull market rally of 2020-2021. Right now, Ethereum accounts for roughly 50% of the stablecoin market and 60% of the tokenized assets market, so it's easy to make the case that it is, indeed, the favorite blockchain of Wall Street. Other Layer 1 blockchains have emerged in the past few years, but none have made a significant dent in Ethereum's market dominance. So, on this basis alone, I agree with Tom Lee that Ethereum could be significantly undervalued. A "ChatGPT moment" for Ethereum? But here's where things get really interesting. In a recent interview with CoinDesk, Tom Lee suggested that stablecoins could represent a "ChatGPT moment" for Ethereum. Think back to 2022. Nobody heard of generative AI until ChatGPT appeared. Now, nobody can stop talking about it. Tom Lee thinks the same sort of phenomenon is going to happen with Ethereum, and it will all start with stablecoins. They are the perfect type of use case to demonstrate the power of the Ethereum blockchain. Admittedly, just about everyone seems to have fallen in love with stablecoins this summer. The U.S. government loves them because they could help to solve some major macroeconomic problems. Retailers love them because they could help to eliminate credit card processing fees. Financial institutions love them because they could generate new yield strategies. The number of companies rumored to be launching new stablecoins is almost too big to list, and includes heavyweights in the tech, retail, and financial services industries. However, things get dicey once you start to talk about valuation. In order to get from $3,600, where Ethereum is now, to $15,000, where Ethereum needs to be by the end of the year, a lot needs to go right. To make the numbers work, Tom Lee has suggested that Circle Internet Group (NYSE: CRCL), issuer of the USDC (CRYPTO: USDC) stablecoin, could be a useful valuation comp. In other words, he wants investors to value Ethereum the same way that they are valuing Circle, which went absolutely ballistic after its June IPO. Can you trust the hype? Just remember -- in addition to his role at Fundstrat, Tom Lee is also chairman of Bitmine Immersion Technologies, an Ethereum Treasury Company. So, he has a vested interest in talking up the price of Ethereum. People are already drawing parallels between Tom Lee at Bitmine Immersion Technologies and Michael Saylor at Strategy. When was the last time you ever heard Saylor say that the price of Bitcoin was going to fall? Remember, too, that at the beginning of the year, many people were ready to forget all about Ethereum. The blockchain seemed to be broken, developers were demoralized, and Vitalik Buterin, the co-founder of Ethereum, hinted he might quit. The price of Ethereum fell for the first few months of the year. That is, until the announcement of the first publicly traded Ethereum Treasury Company at the end of May. That's what really kicked off all the buzz around Ethereum. And, to extend the ChatGPT analogy, there is now a whole host of rival AI projects -- including Grok, Claude, and DeepSeek -- that are arguably just as good, or even better, than ChatGPT. The same thing is true in the blockchain world. Ethereum might get all the buzz, but other Layer 1 blockchains, including Solana, might be just as good, or even better. That leads me to think that maybe the hype around Ethereum is building to unsustainable levels. While I can easily see Ethereum making a run at its all-time high of $4,891 within the next 12 months, it seems almost impossible that Ethereum is headed to $15,000 by the end of 2025. Should you invest $1,000 in Ethereum right now? Before you buy stock in Ethereum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ethereum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 28, 2025 Dominic Basulto has positions in Bitcoin, Circle Internet Group, Ethereum, Solana, and USDC. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and Solana. The Motley Fool has a disclosure policy. This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat
Key Points Ethereum could hit $15,000 by the end of the year, according to Tom Lee of Fundstrat. The convergence of Wall Street finance and blockchain finance is leading to higher valuation targets for Ethereum. Stablecoins could be the perfect use case for Ethereum, helping it reach a mainstream audience. 10 stocks we like better than Ethereum › In the crypto market, all eyes are now on Ethereum (CRYPTO: ETH), which is up a head-spinning 50% over the past 30 days. The price of Ethereum is now $3,600, with no signs of slowing down anytime soon. In fact, Tom Lee, the co-founder of Fundstrat and the chairman of a new Ethereum Treasury Company, thinks a fair price for Ethereum could be as high as $15,000. And he thinks Ethereum might get there by the end of the year. But is he right? Could Ethereum really skyrocket 300% in a span of mere months? The Wall Street convergence theory Central to Tom Lee's thesis is the idea that the worlds of Wall Street finance and blockchain finance are converging. Terms like "stablecoins" and "tokenization" are becoming mainstream, and the new crypto policies of the Trump administration have been very bullish for crypto. That would seem to suggest big things ahead for the world of decentralized finance (DeFi), which is a broad, catch-all term for all the new financial products and services that blockchain technology makes possible. According to Tom Lee, Ethereum is Wall Street's favorite blockchain. It's big, it's global, and it's a name that has been around for more than a decade. Everyone remembers Ethereum as the powerhouse that led the way during the previous crypto bull market rally of 2020-2021. Right now, Ethereum accounts for roughly 50% of the stablecoin market and 60% of the tokenized assets market, so it's easy to make the case that it is, indeed, the favorite blockchain of Wall Street. Other Layer 1 blockchains have emerged in the past few years, but none have made a significant dent in Ethereum's market dominance. So, on this basis alone, I agree with Tom Lee that Ethereum could be significantly undervalued. A "ChatGPT moment" for Ethereum? But here's where things get really interesting. In a recent interview with CoinDesk, Tom Lee suggested that stablecoins could represent a "ChatGPT moment" for Ethereum. Think back to 2022. Nobody heard of generative AI until ChatGPT appeared. Now, nobody can stop talking about it. Tom Lee thinks the same sort of phenomenon is going to happen with Ethereum, and it will all start with stablecoins. They are the perfect type of use case to demonstrate the power of the Ethereum blockchain. Admittedly, just about everyone seems to have fallen in love with stablecoins this summer. The U.S. government loves them because they could help to solve some major macroeconomic problems. Retailers love them because they could help to eliminate credit card processing fees. Financial institutions love them because they could generate new yield strategies. The number of companies rumored to be launching new stablecoins is almost too big to list, and includes heavyweights in the tech, retail, and financial services industries. However, things get dicey once you start to talk about valuation. In order to get from $3,600, where Ethereum is now, to $15,000, where Ethereum needs to be by the end of the year, a lot needs to go right. To make the numbers work, Tom Lee has suggested that Circle Internet Group (NYSE: CRCL), issuer of the USDC (CRYPTO: USDC) stablecoin, could be a useful valuation comp. In other words, he wants investors to value Ethereum the same way that they are valuing Circle, which went absolutely ballistic after its June IPO. Can you trust the hype? Just remember -- in addition to his role at Fundstrat, Tom Lee is also chairman of Bitmine Immersion Technologies, an Ethereum Treasury Company. So, he has a vested interest in talking up the price of Ethereum. People are already drawing parallels between Tom Lee at Bitmine Immersion Technologies and Michael Saylor at Strategy. When was the last time you ever heard Saylor say that the price of Bitcoin was going to fall? Remember, too, that at the beginning of the year, many people were ready to forget all about Ethereum. The blockchain seemed to be broken, developers were demoralized, and Vitalik Buterin, the co-founder of Ethereum, hinted he might quit. The price of Ethereum fell for the first few months of the year. That is, until the announcement of the first publicly traded Ethereum Treasury Company at the end of May. That's what really kicked off all the buzz around Ethereum. And, to extend the ChatGPT analogy, there is now a whole host of rival AI projects -- including Grok, Claude, and DeepSeek -- that are arguably just as good, or even better, than ChatGPT. The same thing is true in the blockchain world. Ethereum might get all the buzz, but other Layer 1 blockchains, including Solana, might be just as good, or even better. That leads me to think that maybe the hype around Ethereum is building to unsustainable levels. While I can easily see Ethereum making a run at its all-time high of $4,891 within the next 12 months, it seems almost impossible that Ethereum is headed to $15,000 by the end of 2025. Should you invest $1,000 in Ethereum right now? Before you buy stock in Ethereum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ethereum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 28, 2025 Dominic Basulto has positions in Bitcoin, Circle Internet Group, Ethereum, Solana, and USDC. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and Solana. The Motley Fool has a disclosure policy. This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat was originally published by The Motley Fool
CNBC
5 days ago
- Business
- CNBC
Tom Lee: This is the most hated V-shaped rally
Fundstrat's Tom Lee, NewEdge Wealth's Cameron Dawson and Wells Fargo's Chris Harvey join 'Closing Bell' to discuss the latest news affecting markets.
Yahoo
23-07-2025
- Business
- Yahoo
The Nasdaq Just Reached a New All-Time High -- These ETFs Could Keep Climbing
Key Points If you're looking to beat the market, investing in top artificial intelligence (AI) stocks is a no-brainer. The Fundstrat Granny Shots U.S. Large Cap ETF offers diversified exposure to multiple investing themes, including AI. The Dan Ives Wedbush AI Revolution ETF is perfect for investors who want instant diversification across all the key players. 10 stocks we like better than Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF › The Nasdaq Composite (NASDAQINDEX: ^IXIC) recently broke through the 20,000 point level to reach new highs. Investors who feel overwhelmed about picking their own stocks shouldn't fret. The beauty of exchange-traded funds (ETFs) is that they can be used to achieve targeted exposure to almost any theme, or investment strategy, you're interested in. Investors shouldn't overthink this. There is one obvious opportunity in 2025 to beat the market -- artificial intelligence (AI). The market rally continues to be fueled by companies enabling the adoption of this technology, so focusing on top ETFs that offer adequate exposure to this opportunity is your best bet. Here are two I would buy right now. 1. Fundstrat Granny Shots U.S. Large Cap ETF Don't be fooled by the name. If you're looking for a fund that seeks to hold shares of industry leaders across emerging trends in the economy, not just AI, this fund is for you. The Fundstrat Granny Shots U.S. Large Cap ETF (NYSEMKT: GRNY) is an actively managed fund that just launched last year. The fund is led by Tom Lee, who is head of research at Fundstrat Capital. Lee previously served as JPMorgan Chase's Chief Equity Strategist from 2007 through 2014, when Lee co-founded Fundstrat Global Advisors. Since its inception in 2024, the Granny Shots ETF is up 14.9% compared to the Nasdaq's 8.4% return at the time of writing. Lee and his team use a top-down method of selecting stocks. This means they identify key themes that are breeding opportunities, such as AI or fintech, and then select the best stocks to capitalize on those themes. In addition to AI, the long-term themes reflected in the fund's stock holdings are millennials' increasing spending power, energy, cyber security, and improving economic conditions. These themes can change based on Fundstrat's research but this is what it is currently working with to select stocks for the fund. Here's a quick look at the top 10 holdings in the fund as of July 17, and their respective weightings: Robinhood Markets (3.91%) Oracle (3.55%) Advanced Micro Devices (3.40%) Nvidia (3.13%) GE Vernova (3.03%) GE Aerospace (2.85%) Palantir Technologies (2.79%) KLA Corp. (2.79%) Goldman Sachs (2.76%) Caterpillar (2.76%) One thing that might appeal to investors is that it's not going after just one trend like AI. Lee is thinking broadly about all the key trends in the economy and structuring the portfolio to profit from them. It's worth mentioning that Lee is a regular guest on CNBC, which is beneficial for investors. If you decide to invest in the fund, there are plenty of videos of Lee's interviews on YouTube or X to get insight into his strategy and thinking. The fund charges an expense ratio of 0.75%, which is typical for an actively managed ETF. This means for every $1,000 invested, you will incur an annual cost of $7.50. Since this is a relatively new ETF, investors should start with a small position and average into it over time. After all, past performance isn't a guarantee of future results. But given the fund's focus on investing in industry-leading companies that have excellent growth prospects, this is a very promising ETF to consider holding for the long term. 2. Dan Ives Wedbush AI Revolution ETF Finally, for investors who want pure exposure to AI, look no further than a fund named after the biggest AI bull on Wall Street, Dan Ives. Ives is managing director and global head of technology research at Wedbush Securities. He's been covering the tech sector for many years as an analyst. The Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES) includes the top stocks from Ives' coverage universe to profit off this opportunity. There are 30 holdings in the fund as of July 16. Here are current top 10 holdings and their respective weightings: Nvidia (5.62%) Oracle (5.28%) Taiwan Semiconductor Manufacturing (5.20%) Broadcom (4.92%) Microsoft (4.89%) Amazon (4.72%) Advanced Micro Devices (4.71%) Meta Platforms (4.64%) Apple (4.63%) Alphabet (4.50%) Keep in mind, this fund just launched over a month ago, so it doesn't have much of a track record. But it's not difficult to tell by looking at the holdings in the fund that it is likely to perform well. It's likely to outperform the Nasdaq over the next five years, at least. The fund has already attracted $343 million in assets since June 3, which reflects Ives' reputation as an analyst and the quality of the stocks in the portfolio. The fund is not actively managed but charges an expense ratio of 0.75%. But so far, the fund is up 9.3% since inception in June, slightly outpacing the Nasdaq at the time of this writing. The Fundstrat and Wedbush ETFs are likely to outperform the market over the next five years. While they will likely be more volatile than the major market indexes given their exposure to high-growth stocks, these growth ETFs are great choices for investors looking for a hands-off way to invest in the best growth stocks out there. Do the experts think Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,055% vs. just 180% for the S&P — that is beating the market by 874.27%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $665,092!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,477!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. JPMorgan Chase is an advertising partner of Motley Fool Money. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Ballard has positions in Advanced Micro Devices and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Goldman Sachs Group, JPMorgan Chase, Meta Platforms, Microsoft, Nvidia, Oracle, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom, GE Aerospace, and Ge Vernova and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Nasdaq Just Reached a New All-Time High -- These ETFs Could Keep Climbing was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
