Andova AI Expands European Reach for Supply Chain Strategy

The ETP, trading under the ticker ANDO, employs an AI-driven stock selection model balanced by human risk oversight. Rather than focusing solely on chip manufacturers, the platform targets the infrastructure backbone of the AI sector, including data centers, networking, power grids, and quantum computing. This expansion arrives amid a massive capital influx, with Morgan Stanley forecasting $300 billion in hyperscaler expenditure by 2025 and a trillion-dollar wave of investment in underlying technology over the coming years.

Co-founder Raul Moreno argues that the market has moved past the initial phase defined by Nvidia, requiring a more nuanced approach to capture value across the entire technological stack. By avoiding the constraints of static indices, the firm aims to capture shifts in demand as they occur. Juan David Nunez pointed to the evolving opportunity set—citing the potential of non-traditional players—as evidence that investors need a mandate capable of pivoting across the supply chain as new sectors emerge.