Trump 'Amplified' Several Investing Themes, Says ETF CEO

Roundhill Investments CEO Dave Mazza highlights 3 sectors benefitting the most from Trump's return to the White House.

Jan. 27, 2026 at 5:47pm

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According to Roundhill Investments CEO Dave Mazza, President Donald Trump's return to the White House in 2025 has amplified several key investing themes and sectors, including artificial intelligence, energy security, and healthcare productivity. Mazza said policy changes under the Trump administration have created clear winners and losers, making thematic investing more relevant. He highlighted Roundhill's ETFs focused on areas like nuclear energy, weight loss drugs, and the broader AI ecosystem as ways for investors to capitalize on these trends.

Why it matters

Mazza's insights provide a unique perspective on how changes in the political landscape can impact investment themes and opportunities. As thematic investing continues to grow in popularity, understanding how policy decisions can 'amplify' certain sectors and technologies is crucial for investors looking to stay ahead of the curve.

The details

Mazza told Benzinga that the return of Trump to the White House in 2025 has put a greater emphasis on policy as a direct input for markets. This has led to increased dispersion and more attention on 'real-economy' investment themes tied to areas like domestic investments, physical infrastructure, and productivity gains. Specifically, Mazza highlighted three key themes that have benefited: artificial intelligence, energy security (particularly nuclear power), and healthcare productivity (including GLP-1 weight loss drugs). He said Roundhill's thematic ETFs focused on these areas, such as the Roundhill Uranium ETF and the Roundhill GLP-1 & Weight Loss ETF, are well-positioned to capitalize on these trends amplified by the Trump administration's policies.

  • President Donald Trump returned to the White House in 2025.

The players

Dave Mazza

CEO of Roundhill Investments, a company that offers thematic ETFs targeting sectors like artificial intelligence, sports betting, cannabis, and the metaverse.

Donald Trump

The former and current President of the United States, whose return to the White House in 2025 has impacted investment themes and opportunities according to Mazza.

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What they’re saying

“The biggest change was that policy mattered more for markets. When policy becomes a more direct input, dispersion tends to rise, and real-economy themes get more attention.”

— Dave Mazza, CEO, Roundhill Investments (Benzinga)

“Policy didn't create these trends, but it amplified them and made thematic positioning feel more relevant.”

— Dave Mazza, CEO, Roundhill Investments (Benzinga)

The takeaway

Mazza's insights highlight how changes in the political landscape can significantly impact investment themes and opportunities, particularly for thematic ETFs and funds. Investors looking to capitalize on these trends would be wise to closely monitor policy decisions and how they may 'amplify' certain sectors over others.