IGPT: Secular Growth Trends Driven By AI Investments

Invesco AI and Next Gen Software ETF (IGPT) is rated Buy, positioned to benefit from accelerating AI adoption and next-gen software development. IGPT is heavily weighted toward platforms and technologies enabling AI, with major holdings like Alphabet, Broadcom, Intel, and Micron poised for growth. Significant capital deployments—$700B in 2026 and $820B in 2027—are expected to drive robust growth in semiconductors, data centers, and supporting infrastructure.