Roundhill Targets Power Semiconductor Boom With New Active ETF

The Roundhill Power Semiconductor ETF (PSEM) will focus on power semiconductor companies, targeting firms that generate at least 50% of revenue from technologies such as SiC and GaN power chips, power management ICs, power conversion systems, and related manufacturing equipment. The fund will invest globally, including emerging markets and China exposure via ADRs and A-shares, while concentrating in the information technology sector. Portfolio holdings will be selected using Roundhill’s proprietary methodology and rebalanced at least quarterly, aiming to capture growth driven by AI, electrification, data centers, EVs, and advanced power infrastructure.