BetaShares ASX200 Australian Technology ETF (ASX: ATEC) $22.57

ATEC offers diversified exposure to Australia’s beaten-up technology sector. If our SaaSurrection thesis plays out, the ETF provides a simple way to participate in the recovery without having to pick the individual winners. With the current market mood improving towards software stocks, we’re bullish at current levels, but individual companies will need to demonstrate ongoing strong moats to AI Disruption.

• We can see the ATEC ETF testing the $25 level in the coming weeks/month.