Andova AI launches AI supply chain ETP

By Milan Rojan

Andova AI has launched its AI supply chain investment strategy across the UK and Europe following the listing of its AI, Quantum & Frontier Tech exchange-traded product (ETP) on the London Stock Exchange earlier this year.

Listed under the ticker ANDO, the actively managed ETP has combined AI-driven stock selection with human oversight and portfolio risk controls. The strategy has been developed to provide investors with exposure to publicly listed companies operating across the infrastructure and technologies supporting the next phase of artificial intelligence adoption.

Raul Moreno, Co-founder of Andova AI, said: “A lot of investors still think about AI through Nvidia. That made sense in the first phase of the market, but it is no longer the whole story. The AI buildout now runs through hyperscalers, memory, networking, power, quantum computing and the companies applying AI across industries.”

The launch has come amid continued investment in AI infrastructure, with demand being driven by expanding data centre capacity, semiconductor development, cloud computing and emerging technologies such as quantum computing. The strategy has sought to provide a single point of access to multiple areas of the AI supply chain, reducing the need for investors to combine several thematic investment products.

Juan David Nunez, Co-founder of Andova AI, said: “A static index can only follow the market through its rules, often after the opportunity set has already changed. ANDO’s mandate is the broader AI supply chain, allowing us to adapt portfolio exposure as different parts of the market evolve.”

Andova AI’s proprietary investment model has screened a global universe of more than 8,000 listed companies using financial, market, valuation and competitive indicators alongside an AI Impact Score designed to assess each company’s relevance to the evolving AI ecosystem. The resulting portfolio has then been refined through analyst validation and risk management processes.

The launch has reflected growing interest in AI-focused investment products as investors seek diversified exposure to the technologies underpinning the expanding artificial intelligence ecosystem.