These are purely to gain exposure to the momentum, so ride the momentum and exit. Not HODL. out of all the megatrends there are two megatrends that have been shaping up lately in my view( one of them is more a need of the hour) is 1. Electric/power transmission modernization to keep up with the power needs that AI is consuming.. i believe AI is here to stay and the needs are just going to grow more, etfs like GRID, PAVE 2. Alternative energy to fuel big data centers( Uranium) ETFs like URNM or equities play 3. These etfs have already been on the run lately and may be overpriced or the price already baked in or there is more runway in the near term. 4. If these were the sectors that interests you, would you go all in on larger players like CAMECO or get exposure through the ETFS. 5. Does Thematic ETFs truly deserve the hatred they usually get from sound value investors or there is more to it?