#None #Roundhill Investments #Neocloud ETF #Photonics ETF

Roundhill Investments Unveils Two New ETFs: NCLD and LYTE

In an exciting development for investors keen on the rapidly evolving world of artificial intelligence, Roundhill Investments has officially launched the Roundhill Neocloud ETF (NCLD) and the Roundhill Photonics & Optics ETF (LYTE). These funds aim to provide targeted exposure to the key technologies underlying the AI infrastructure, particularly those involved in compute capabilities and advanced data transmission through photonics technology.

Unveiling the ETFs

The announcement was made on August 6, 2026, in New York, and marks a significant milestone for Roundhill Investments, an ETF sponsor known for its forward-thinking financial products. These two new ETFs come on the heels of the successful Roundhill Memory ETF (DRAM), which recently garnered attention by becoming the fastest ETF to reach $25 billion in assets.

The Roundhill Neocloud ETF (NCLD)

The NCLD ETF focuses on investing in companies that are critical to the infrastructure supporting AI. This includes firms engaged in GPU-as-a-Service platforms and data centers that provide high-performance computing. As AI technologies expand and evolve, the need for robust computing power escalates. NCLD aims to capitalize on this surge by targeting companies like the Nebius Group NV, CoreWeave Inc., and IREN Ltd., with the top ten holdings detailed below:

• - Nebius Group NV (NBIS): 30.83%
• - CoreWeave Inc (CRWV): 27.30%
• - IREN Ltd (IREN): 7.72%
• - Hut 8 Corp (HUT): 6.32%
• - Terawulf Inc (WULF): 4.97%
• - Applied Digital Corp (APLD): 4.83%
• - Cipher Digital Inc (CIFR): 4.24%
• - Galaxy Digital Inc (GLXY): 4.12%
• - Core Scientific Inc (CORZ): 3.88%
• - Cleanspark Inc (CLSK): 1.92%

The Roundhill Photonics & Optics ETF (LYTE)

On the other hand, the LYTE ETF seeks to invest in stocks from companies that are pioneering advancements in photonics and optics. The technological shift towards using light instead of traditional copper for data transmission is revolutionizing AI data centers. By investing in photonics technology, LYTE aims to drive faster data connections, greater bandwidth, and enhanced energy efficiency in response to escalating AI demands. Below are the top ten holdings contributing to this fund:

• - Lumentum Holdings Inc (LITE): 15.42%
• - Coherent Corp (COHR): 15.23%
• - Eoptolink Technology Inc Ltd (300502 CH): 14.59%
• - Zhongji Innolight Co Ltd (300308 CH): 14.22%
• - Ciena Corp (CIEN): 13.73%
• - Suzhou TFC Optical Communication Co Ltd (300394 CH): 7.90%
• - Yuanjie Semiconductor Technology Co Ltd (688498 CH): 5.35%
• - Accelink Technologies Co Ltd (002281 CH): 4.74%
• - Fabrinet (FN): 4.00%
• - Applied Optoelectronics Inc (AAOI): 2.14%

Looking Forward

Dave Mazza, CEO of Roundhill Investments, emphasized the need for precise exposure to the AI infrastructure market rather than just another broad tech fund. He stated, "NCLD and LYTE extend that approach to two critical layers of the AI buildout—the neoclouds providing compute and the photonics companies moving data at the speed of light."

As AI innovations continue to penetrate various sectors, these ETFs position investors to harness the potential growth within the AI infrastructure market. Rounding out the launch, you can find more information about these funds at their respective websites: NCLD and LYTE.

In conclusion, Roundhill Investments is at the forefront of financial innovations that cater to the technological advancements shaping our future. By focusing on emerging sectors like AI infrastructure, they are setting a new standard in ETF offerings, appealing to those looking to invest in the next wave of technology. Investors should conduct thorough research, considering the associated risks and objectives before delving into these new opportunities.