CCML
Roundhill MLCC & Electronic Components ETF
stockNASDAQETF

Thanks, good to know and was thinking same about having a small satellite position on this area. I saw $CCML, but was wary with the China holdings given how much uncertainty with sanctions and all. Appreciate it.

Definitely a good opportunity. I got CAPA when it came out, but switched to CCML when it came out yesterday. Today, now, CCML has 7x the volume of CAPA after being about 6x yesterday. They are very similar, but CCML doesn't have a couple of relative duds (TDK...) while including three that CAPA does not have. Both have about the same of Samsung Electro-Mechanics and Murata, which I consider the key holdings. Anyway, it is small, very profitable, critical monopoly group of stocks. Not at all as sexy as other infrastructure components but you can't use the other stuff without capacitors. Yes, more on the commodity side of things, but gigantic, growing demand makes it to me a good smallish satellite position.