---
title: "Roundhill's New LOHA ETF Targets 'AI-Proof' Companies With Heavy Assets And Stable Cash Flows"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286450970.md"
description: "Roundhill Investments has launched the Roundhill HALO ETF (NYSE:LOHA), targeting companies less vulnerable to AI disruption, focusing on industrial, mining, and infrastructure sectors. The ETF emphasizes 'heavy assets, low obsolescence' businesses, aiming to provide stability amid rising AI-related investments. It tracks the Akros US Heavy Assets Low Obsolescence Index, includes 100 U.S.-listed companies, and has an expense ratio of 0.35%. Key holdings include Cummins Inc, AutoZone Inc, and Newmont Corp, among others."
datetime: "2026-05-14T17:36:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286450970.md)
  - [en](https://longbridge.com/en/news/286450970.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286450970.md)
---

# Roundhill's New LOHA ETF Targets 'AI-Proof' Companies With Heavy Assets And Stable Cash Flows

**Roundhill Investments** has launched the **Roundhill HALO ETF** (NYSE:LOHA), a new ETF focused on companies considered less vulnerable to disruption from artificial intelligence.

The "HALO" concept — short for "heavy assets, low obsolescence" — was coined by **Josh Brown**, CEO of Ritholtz Wealth Management, and focuses on businesses with significant physical infrastructure, entrenched logistics networks and hard-to-replicate operations.

The ETF comes as investors increasingly look beyond AI-driven technology trades for more durable businesses. Roundhill cited Goldman Sachs estimates indicating that nearly 45% of the S&P 500 is now tied to AI-related companies, potentially leaving portfolios exposed to disruption risk.

LOHA seeks to counterbalance that exposure with companies operating in sectors tied to industrial infrastructure, transportation, mining and essential services.

## **Key Highlights Of LOHA**

-   Strategy Focus: "**Heavy Assets, Low Obsolescence**" companies
-   Index Tracked: **Akros US Heavy Assets Low Obsolescence Index**
-   Portfolio Size: **100 U.S.-listed companies**
-   Weighting Method: **Equal weighted**
-   Rebalancing Schedule: **Quarterly**
-   **Expense Ratio**: 0.35%
-   Universe Screened: Largest 3,000 U.S.-listed companies
-   Investment Thesis: Companies with durable physical assets, regulated frameworks, essential demand and long-term contracts
-   AI Angle: Targets businesses viewed as **more insulated from generative AI disruption**

## **Top Holdings As Of May 14**

-   **Cummins Inc** (NYSE:CMI)— Machinery

-   **AutoZone Inc** (NYSE:AZO)— Specialty Retail

-   **TFI International Inc** (NYSE:TFII)— Ground Transportation

-   **Lennox International Inc** (NYSE:LII)— Building Products

-   **Newmont Corp** (NYSE:NEM)— Metals & Mining

-   **AngloGold Ashanti Plc** (NYSE:AU)— Metals & Mining

-   **Watsco Inc** (NYSE:WSO)— Trading Companies & Distributors

-   **JB Hunt Transport Services Inc** (NASDAQ:JBHT)— Ground Transportation

**Read Also: SpaceX Starship Rocket Launch Could Spark Next Space ETF Rally**

_Photo: Shutterstock_

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## Related News & Research

- [Payden & Rygel Grows Stake in Cummins Inc. $CMI](https://longbridge.com/en/news/286890023.md)
- [AI-Proof Stocks? This New ETF Focuses on the HALO Trade](https://longbridge.com/en/news/286937385.md)
- [Madison Asset Management LLC Cuts Stake in Cummins Inc. $CMI](https://longbridge.com/en/news/286390175.md)
- [Cummins Inc. $CMI Shares Purchased by Northwestern Mutual Wealth Management Co.](https://longbridge.com/en/news/286641725.md)
- [Cummins Inc. $CMI Stock Position Lifted by Independent Advisor Alliance](https://longbridge.com/en/news/286391172.md)