The RISE Network Infrastructure ETF (44A7) is a key investment vehicle for the AI era, focusing on companies building the essential network infrastructure for AI connectivity in 2026. With a remarkable 6-month return of +125.61%, this ETF highlights the significant growth potential within the AI ecosystem.
Why Invest in a Network Infrastructure ETF for the AI Era?
The rapid advancement of AI hinges on the ability to connect vast amounts of data at ultra-high speeds with minimal latency. To function as a unified system, tens of thousands of GPUs require sophisticated network infrastructure. The RISE Network Infrastructure ETF invests in companies that are crucial for building these internal data center networks, as well as the 5G and fiber optic infrastructure connecting data centers to users. This ETF, managed by KB Asset Management, offers a prime opportunity to invest in the foundational infrastructure of the AI age. As of February 19, 2026, it has achieved a year-to-date return of +27.73%, capturing significant market attention.
What's the Unique Strategy of Excluding Telecom Carriers?
A defining characteristic of the RISE Network Infrastructure ETF is its deliberate exclusion of traditional telecom carriers like KT, SK Telecom, and LG Uplus. This core principle stems from a strategic assessment of growth limitations inherent in telecom operators versus the high growth potential of equipment, component, and semiconductor companies. While telecom carriers focus on service plans and network operations, facing constraints like government regulation and market saturation, companies supplying the necessary equipment, components, and semiconductors for AI and 5G infrastructure are poised to directly benefit from increased investment in these areas. This differentiated approach is a key factor driving the ETF's strong performance compared to traditional telecom ETFs.
What Are the Key Holdings in the RISE Network Infrastructure ETF?
As of February 19, 2026, the RISE Network Infrastructure ETF holds key South Korean companies essential for building 5G and AI network infrastructure. These include Samsung Electronics (26.21%), SK Hynix (24.17%), Samsung Electro-Mechanics (17.84%), Isu Petasys (9.01%), and Leeno Industrial (7.89%). Notably, Samsung Electronics and SK Hynix together represent approximately 50% of the portfolio, directly reflecting the growth in the AI semiconductor market. The ETF also includes companies like LG Innotek, Jeju Semiconductor, RFHIC, BH, and Solid, creating a comprehensive portfolio across AI infrastructure components such as 5G communication equipment, AI memory, MLCCs, HDI PCBs, and semiconductor test sockets. The FnGuide Network Infrastructure Index, which this ETF tracks, includes companies related to '5G,' 'next-generation mobile communication,' and 'telecom equipment' that meet liquidity and market capitalization criteria, weighted by market capitalization.
What Are the Actual Returns of the RISE Network Infrastructure ETF?
As of February 19, 2026, the RISE Network Infrastructure ETF has demonstrated strong performance, with a year-to-date return of +27.73%, significantly outperforming the KOSPI index. Its performance over the last six months has been particularly impressive, achieving a remarkable +125.61% return. This surge is largely attributed to the robust performance of AI semiconductor-related companies from late 2025 into early 2026.
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