State Street SPDR S&P Kensho Final Frontiers ETF is trading 3% up today as investors rotate out of expensive technology and into value-oriented industrial and cyclical names.

  • A sharp post-earnings selloff in high-valuation tech, led by Broadcom and other AI semiconductor stocks, is pushing capital toward industrials and related sectors.
  • The rotation is providing a significant lift to the fund’s largely industrial-heavy portfolio as market sentiment shifts toward cyclical value plays.