topstockalerts
Jun 9, 3:56 PM
A way for U.S. investors to gain diversified and relatively inexpensive exposure to the AI build-out is through emerging markets, where several key semiconductor, cloud, and manufacturing players are positioned to benefit. One example highlighted is the Templeton Emerging Markets Fund, a closed-end fund that combines diversification with a value-oriented approach.
The fund has delivered strong long-term performance, returning about 134% over three years through Monday, significantly outperforming the iShares MSCI Emerging Markets ETF, which gained roughly 76% over the same period. Over the past year through June 8, it returned 77.7%, supported by holdings in major global tech and industrial names tied to AI infrastructure and digital demand.
Key holdings include companies such as TSM, BABA, NVDA-linked exposure across the supply chain, and other emerging-market financial and technology leaders.
$EMF $EEM $SPX $NVDA $TSM
