It's Nvidia's World: How Advisors See the Next Phase of AI

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclosure.

ETF Trends • May 20, 2026

CNEQ: High-Conviction Growth ETF With An Excellent Start

Alger Concentrated Equity ETF offers a high-conviction, 29-stock growth portfolio with a heavy technology and large-cap focus. CNEQ has outperformed the Russell 1000 Growth Index and major growth ETF peers by a wide margin since its April 2024 inception. CNEQ is well-suited for growth exposure in long-term or tactical allocations, but prudent capital allocation is warranted given its short history and risk profile.

Seeking Alpha • Mar 7, 2026

Alger Concentrated Equity ETF Q4 2025 Commentary

The Alger Concentrated Equity ETF underperformed the Russell 1000 Growth Index during the third quarter of 2025. Alphabet, Natera Apple were among the top contributors to performance. Nebius Group, Sea Limited, and Meta Platforms were among the top detractors from performance. The Information Technology and Utilities sectors contributed to relative performance while Industrials and Health Care were among sectors that detracted from relative performance.

Seeking Alpha • Feb 11, 2026

Concentrated ETF Bests S&P 500 With Active Stock Picks

The Alger Concentrated Equity ETF (CNEQ) returned more than 32% in 2025, beating the S&P 500 by over 14 percentage points as the fund's focused portfolio capitalized on a shifting market environment, according to ETF Database. The fund's outperformance comes as investors debate whether market leadership will broaden beyond mega-cap technology names.

ETF Trends • Feb 9, 2026

Finding Tomorrow's Winners With Concentrated Equity ETFs

What can a focused approach to equity portfolio construction offer for advisors and investors? Recently, Dr. Ankur Crawford, portfolio manager at Alger, joined Todd Rosenbluth, VettaFi's head of research, to discuss this very topic.

ETF Trends • Jan 26, 2026

How Companies Adapt in the Age of AI Adoption

With AI adoption top of the mind for advisors and investors alike, some may be wondering which companies will be leading the pack when it comes to adopting AI into their workflows. Dr. Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, recently discussed this topic in a wide-ranging conversation on the Alger Podcast.

ETF Trends • Dec 19, 2025

CNEQ: Concentrated Risk With High Return Potential

The Alger Concentrated Equity ETF (CNEQ) offers exposure to 30 high-conviction, growth-oriented stocks, heavily weighted toward mega-cap technology and AI leaders. CNEQ has outperformed benchmark indices over the past year, driven by the AI growth theme and significant allocations to the Magnificent 7 stocks. Despite high concentration and sector risk, I recommend a Buy rating for CNEQ, best used as a satellite position to enhance technology exposure within a diversified portfolio.

Seeking Alpha • Nov 9, 2025

Why Tech Growth Could Be Here to Stay

It's certainly no secret at this point that many investors have leaned on the tech sector as a significant driver of growth in the past few years. There's certainly a good reason why investors have chosen to do so.

ETF Trends • Oct 16, 2025

Turn to Tech Innovation Amid Uncertain Markets

When uncertain market conditions first began to pick up earlier this year, some advisors and investors began to believe the era of U.S. large-cap growth was going to come to an end. Or at the very least, growth in the large-cap sector would see a significant slowdown.

ETF Trends • Sep 3, 2025

Outpace the Market With a Concentrated Equity Strategy

If 2025's already extensive collection of news headlines can provide any lesson, it's that the market environment can change fast.  At this point, it's realistically too difficult for advisors and investors to try to anticipate how next week's headlines could affect the near-term market.

ETF Trends • Aug 29, 2025