Corgi ETF Surpasses $150 Million in Two Weeks

In a remarkable achievement for the burgeoning AI fintech sector, the Corgi Lithography & Semiconductor Photonics ETF (Cboe BZX: EUV) has surpassed a substantial $150 million in assets under management (AUM) within just two weeks of its launch on May 6, 2026. This rapid accumulation of assets reflects a burgeoning interest among investors towards companies linked with the photonics and light-based technology frameworks essential for semiconductor manufacturing and AI infrastructure.

Nico Laqua, CEO of Corgi, emphasized the significance of this ETF as a vehicle for investors. “Everyone is talking about AI chips, but almost nobody is discussing the technologies that enable their creation,” he remarked. Laqua elaborated that extreme ultraviolet lithography (EUV) is crucial for the production of every advanced chip on the market. The ETF provides investors the opportunity to engage with the companies that contribute to this vital component of the technology stack. The ETF focuses on delivering direct access to firms involved in semiconductor photonics, which is imperative for enabling chip communication.

Understanding the Fund

The EUV ETF is actively managed, allocating at least 80% of its net assets—and any borrowed funds towards investment—into companies that play a significant part in the development, execution, and operation of photonics and light-based technologies. These technologies are foundational for a broad range of applications from semiconductor manufacturing to various forms of AI infrastructure.

The fund captures the entire photonics value chain. It covers everything from EUV lithography equipment and photoresist manufacturers to metrology and process control tools. Additionally, it encompasses lasers, optics, optical components, and photonic integrated circuits, as well as fiber-optic and optical networking tools that are essential for supporting data centers, telecommunications, and imaging technologies.

As of May 18, 2026, the ETF holds around 40 positions, with notable allocations including:

- Taiwan Semiconductor Manufacturing Co.: 9.70%
- ASML Holding: 7.88%
- Corning: 5.03%
- Lam Research: 4.91%
- Applied Materials: 4.91%

These top holdings indicate that the ETF is well-positioned in key segments of the semiconductor and photonics industries. However, the fund does carry a relatively low expense ratio of 0.35%, making it an appealing option for investors.

About Corgi

Corgi is not just a fund manager; it is an innovative AI financial infrastructure entity committed to developing cutting-edge products in the domains of insurance and finance. The company's focus is on harnessing AI and technology from the start, ensuring that its services are at the frontier of the financial landscape. As Corgi continues to expand its offerings, it signifies a shift towards technology-driven financial solutions that meet the needs of modern investors. To stay updated, interested parties can follow Corgi on LinkedIn or visit www.corgifunds.com.

Investment Considerations

Potential investors must weigh the objectives, risks, and expenses associated with this fund carefully. It's important to consider that investing entails risks, including the potential loss of principal. The prospectus provides detailed information about the fund, and investors are encouraged to read it thoroughly before committing.

While the Corgi ETF opens doors to dynamic markets, it is subject to risks tied to the industries involved. Factors such as geopolitical trade restrictions and semiconductor industry capex cycles could significantly impact performance. Furthermore, as the fund emphasizes concentrated holdings in photonics and semiconductor equipment, its results may be more volatile and susceptible to risks from a limited issuer base.

The exciting growth of the Corgi Lithography & Semiconductor Photonics ETF is not only a testament to investor faith in photonics and semiconductor technology but also reflects a broader trend towards innovation in financial products. With an eye towards the future, Corgi is set to be a pivotal player in the evolution of investment structures that blend technology with traditional finance.