# MoneyWeek ETF Portfolio Shifts to Healthcare

> MoneyWeek ETF portfolio cuts tech exposure to add healthcare for AI diversification.
- Title: MoneyWeek ETF Portfolio Shifts to Healthcare · MoneyWeek
- Summary: MoneyWeek ETF portfolio cuts tech exposure to add healthcare for AI diversification. MoneyWeek ETF portfolio reduces tech exposure by 5% in emerging markets…
- Keywords: moneyweek, etf, healthcare, tech exposure, emerging markets, xtrackers msci world health care etf, lse, Portfolio, Shifts
- Source: MoneyWeek — https://moneyweek.com/investments/etfs/etf-portfolio-healthcare-update
- Published: 2026-10-25T08:00:00+00:00
- Read time: 1 min
- Topics: moneyweek, etf, healthcare, ai, tech exposure, emerging markets, xtrackers msci world health care etf, lse
## ETF portfolio overexposed to tech
MoneyWeek ETF portfolio has become overexposed to tech, so it's time to introduce a new fund for diversification.
## AI infrastructure spending potential
Total spending on ai infrastructure could reach $10 trillion in the us between 2025 and 2032, 3.6% of us gdp.
## Tech exposure in emerging markets
Almost 45% of msci emerging markets is now in tech, mostly hardware suppliers.
## Current tech exposure in portfolio
MoneyWeek ETF portfolio has 10% in ishares msci emerging markets etf (lse: emim) and 5% in wisdomtree true emerging markets etf (lse: wemp).
## Reducing tech exposure
MoneyWeek will cut 10% in emim to 5% to reduce tech exposure hidden in emerging markets position.
## Healthcare as anti-ai trade
Healthcare is the market's top anti-ai or risk-off trade, moving inversely to tech-influenced markets in emerging economies.
## Adding healthcare exposure
MoneyWeek will add 5% in xtrackers msci world health care etf (lse: xwhs) to diversify from ai.
## Key takeaway

MoneyWeek ETF portfolio reduces tech exposure by 5% in emerging markets to add healthcare for AI diversification.