PAVE: Building Gains Into 2026, Why I'm Still Bullish

The Global X U.S. Infrastructure Development ETF remains a "Buy," supported by bullish technicals and a solid valuation. Momentum is robust, with a B+ ETF Grade and a bullish $59 price target based on technical patterns. PAVE's portfolio is concentrated in Industrials and Materials, making it highly sensitive to U.S. GDP growth expectations.

Seeking Alpha • Dec 5, 2025

Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

The Global X U.S. Infrastructure Development ETF (PAVE) was launched on March 6, 2017, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Infrastructure segment of the equity market.

Zacks Investment Research • Nov 27, 2025

These underperforming groups may deliver AI-electric appeal. Here's why.

Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade.

CNBC • Nov 15, 2025

Thematics ETF flows are moving similarly to sector level flows now, says ETF Action's Mike Akins

ETF Action founding partner Mike Akins says thematic ETFs could be headed for a comeback thanks to the explosive growth of AI. He digs into what's behind the revolution and why he thinks they could also replace sectors.

CNBC Television • Nov 11, 2025

PAVE ETF: Gaining Exposure To The Red-Hot U.S. Infrastructure Space

Global X U.S. Infrastructure Development ETF offers targeted exposure to U.S. infrastructure, benefiting from major secular trends and government spending. PAVE has outperformed broader markets long-term, gaining 186% over five years, despite slight recent underperformance versus the S&P 500. Compared to peers, PAVE provides purer infrastructure exposure, better diversification, and has outpaced the Industrial Select Sector SPDR Fund since inception.

Seeking Alpha • Sep 24, 2025

PAVE: Continued Industrials And Materials Tailwinds, Eye On The Macro

I reiterate my buy rating on PAVE, citing strong momentum and robust inflows into Industrials and Materials sectors. PAVE benefits from a bullish technical setup, with a golden cross and RSI in a positive range, approaching all-time highs. The ETF's valuation remains reasonable, trading at a slight discount to the S&P 500, despite recent price appreciation.

Seeking Alpha • Jul 18, 2025

Why Infrastructure Stocks May Provide Opportunities, Even Amid Market Volatility

Outlook for infrastructure stocks. Why infrastructure stocks have avoided broader market volatility.

Seeking Alpha • May 21, 2025

3 ETFs to Load Up On Before June for Explosive Growth

Rallies, then sharp pullbacks seem to be the norm for the stock market these days.

24/7 Wall Street • May 7, 2025

PAVE: The Outlook For This Infrastructure ETF Is Uncertain

The PAVE ETF has outperformed major market indexes, returning +208% over 5 years and +59% since April 2021, driven by strategic U.S. infrastructure investments. Top holdings include Howmet Aerospace, Deere, and Sempra, with a focus on industrial sectors benefiting from the American Jobs Plan and CHIPS & Science Act. Despite strong past performance, current economic and foreign policies under the Trump administration pose risks, potentially impacting the ETF's future returns.

Seeking Alpha • May 6, 2025

Tariff Impact: Placing Precise Bets on Single-Country ETFs

With trade wars wreaking havoc on the markets, investors and advisors are scrambling to pinpoint areas to place their geographic bets across the globe. Despite the temporary breather on “reciprocal” tariff policies, many expect more uncertainty ahead and are shying away from tariff-exposed regions.

ETF Trends • Apr 10, 2025