This $11 Billion ETF Owns the Companies Wiring America's $68 Billion Data Center Boom

An $11.5 billion ETF is quietly betting on the contractors physically building America's data center surge, but a brutal week of double-digit losses raises a pointed question: valuation flush or the first crack in a booming backlog story?

24/7 Wall Street • Aug 26, 2026

Should You Invest in the First Trust RBA American Industrial Renaissance ETF (AIRR)?

If you're interested in broad exposure to the Industrials - Broad segment of the equity market, look no further than the First Trust RBA American Industrial Renaissance ETF (AIRR), a passively managed exchange traded fund launched on March 10, 2014.

Zacks Investment Research • Aug 17, 2026

AIRR: Why I'd Hold The Industrial Renaissance, Not Chase It

The First Trust RBA American Industrial Renaissance ETF (AIRR) is a quality Hold after a 41% 1-year bull run, with valuation concerns limiting upside. AIRR's portfolio is thematically pure, driven by US domestic capex, with strong exposure to electrification, defense, industrials, and logistics. At ~32.5x earnings, AIRR trades at a significant premium to the Russell 2500's ~19.75x, reflecting substantial multiple expansion.

Seeking Alpha • Jul 26, 2026

Is First Trust RBA American Industrial Renaissance ETF (AIRR) a Strong ETF Right Now?

A smart beta exchange traded fund, the First Trust RBA American Industrial Renaissance ETF (AIRR) debuted on 03/10/2014, and offers broad exposure to the Industrials ETFs category of the market.

Zacks Investment Research • Jul 20, 2026

Celebrate America's 250th Birthday With U.S.-Focused ETFs

Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.

Zacks Investment Research • Jul 2, 2026

AIRR vs PAVE: Which US Infrastructure ETF Is the Better Buy?

The First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR) and the Global X U.S.

24/7 Wall Street • Jun 25, 2026

AIRR: The Re-Industrialization Alpha

First Trust RBA American Industrial Renaissance ETF (AIRR) offers targeted exposure to U.S. reindustrialization and manufacturing reshoring themes. AIRR is heavily weighted toward industrials and community banks, with a mid-cap tilt and strong recent outperformance versus peers. Key catalysts include fiscal stimulus, bonus depreciation, and potential monetary easing, supporting strong earnings growth and durable alpha generation.

Seeking Alpha • May 12, 2026

AIRR, PAVE, and XLI: Which Reshoring ETF Wins as Factories Return Home

The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR | AIRR Price Prediction), Global X U.S.

24/7 Wall Street • May 6, 2026

This Overlooked ETF Has Beaten the S&P 500 for 3 Straight Years

Tech and AI stocks have driven stock market returns over the past few years. But they're not the only ones that have outperformed.

The Motley Fool • Apr 14, 2026

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.

Seeking Alpha • Apr 12, 2026