Global X launches MLCC ETF for AI-server capacitor makers
Global X Management Company launched the Global X MLCC & Electronic Components ETF (ticker MLCC), an actively managed fund aimed at makers of multi-layer ceramic capacitors and related passive parts used in AI servers, EVs, phones, and other electronics. Issuer materials and a same-day Business Wire release say the fund concentrates on a supply chain where a handful of Japan, Korea, and Taiwan manufacturers dominate global MLCC output.
Another listed AI-infrastructure ETF, this time aimed at the passive-component bottleneck behind AI servers — not just chip designers. That is how AI hardware demand gets packaged for investors.
Global X Management Company announced the launch of the Global X MLCC & Electronic Components ETF, ticker MLCC, on 14 Sep 2026. Global X is a New York ETF issuer. An ETF, or exchange-traded fund, is a basket of stocks — or stock-like exposure — you can buy like a single share. That company announcement, via Business Wire, plus the issuer fund page, is the filing event. These are issuer claims. This desk did not trade the ticker.
The fund is actively managed. It seeks exposure to companies that produce or supply multi-layer ceramic capacitors — MLCCs — and related passive electronic components. An MLCC is a tiny part that stores energy in a circuit. Those parts sit in AI servers, electric vehicles, phones, and other electronics. File that job as the issuer’s. This desk is not saying Global X guarantees AI demand.
The Global X fund page, as of 14 Sep 2026, lists inception 10 Sep 2026 (printed 09/10/26), a total expense ratio of 0.75%, Cboe BZX as the listing exchange, and CUSIP 37966B752. Top holdings on that snapshot include Murata Manufacturing, Samsung Electro-Mechanics, Yageo, TDK, and Taiyo Yuden. File those names and the fee as a holdings and disclosure snapshot. Holdings can change. This desk did not pull a custodian file.
Business Wire, citing Global X’s use of Morgan Stanley Research year-end 2025 share data, says roughly 85% of global MLCCs are controlled by five manufacturers in Japan, South Korea, and Taiwan, and the fund is expected to have exposure to all of them. Many of those shares are not listed in the United States, so the issuer says U.S. investors would reach them through the ETF, including via total return swaps — contracts that copy the return of a stock without holding the share itself. File the 85% line and the access path as Global X’s citation, not a desk count of factory output.
Ryan O’Connor, Global X’s chief executive, quoted via Business Wire: the firm’s goal has been to identify structural trends before they go mainstream, and this launch is “the latest expression of that goal, along with the continued expansion of our AI product suite.” He said the concentrated approach could offer “a targeted way to harness this wave of AI-driven growth.” Pedro Palandrani, head of product research and development, quoted on the same release: the manufacturers “sit at a genuine chokepoint in the AI supply chain” and can be hard to reach through U.S.-listed shares; the ETF is meant to give “a targeted, actively managed way to access that part of the technology supply chain as AI demand scales.” File the quotes as theirs. They are marketing, not a return forecast, and not investment advice from this desk.
PRIMARY here: the Global X fund page for the MLCC & Electronic Components ETF — Tier A issuer source — plus Global X’s 14 Sep 2026 Business Wire release, 08:30 AM EDT, as carried on the Wedbush investor reprint. The launch, the actively managed MLCC-and-passive-parts mandate, the 09/10/26 inception, the 0.75% expense ratio, the Cboe BZX listing, CUSIP 37966B752, the Murata / Samsung Electro-Mechanics / Yageo / TDK / Taiyo Yuden holdings snapshot, the roughly 85% five-manufacturer line from Morgan Stanley Research year-end 2025 share data, the non-U.S.-listed access and swaps path, and the O’Connor and Palandrani quotes are issuer-attributed. NOT claimed: first-day flows, a return, assets under management, that Global X guarantees AI demand, independently audited holdings, that this desk traded MLCC, a stock tip, or investment advice. Distinct from the already-filed nh-amundi-hanaro-agentic-ai-etf.