Get to Know the Assets
Behind the Smart Portfolios

Get to Know the Assets Behind the Smart Portfolios

Closing price of 31 July 2025: $276.65

Performance: July: 8.61% | 2025: 19.82% | Past 12 months: 13.92% | Past 24 months: 24.74%

Norfolk Southern Corporation. is one of the leading freight rail companies in the US, operating an extensive rail network that spans the eastern half of the country. It provides transportation for industrial commodities, intermodal freight, and agricultural goods. In July, the company entered into merger talks with Union Pacific, aiming to create the first coast-to-coast American freight railroad. This $85 billion deal would unite two of the country’s largest railroads, promising greater efficiency, reduced transit times, and enhanced service for shippers nationwide.

Norfolk Southern exemplifies the future of integrated, large-scale logistics infrastructure. eToro’s GlobalLogistics Smart Portfolio invests in companies optimising global transportation networks, driving innovation in supply chain management, and enabling the seamless movement of goods across regions and industries.

EuropeDefense

Closing price of 31 July 2025: €1,729.50

Performance: July: -3.24% | 2025: 182.82% | Past 12 months: 245.43% | Past 24 months: 583.54%

Rheinmetall AG is a German-based defense and automotive technology company, recognised for its advanced systems in military vehicles, weapons, munitions, and electronic warfare. As a key supplier to NATO-aligned nations, Rheinmetall plays a critical role in strengthening Europe’s defense capabilities and industrial resilience. In July, the company entered into talks with ETH Zurich and Swissmem to co-develop a $250 million semiconductor manufacturing plant in Zurich. The facility will focus on dual-use chips for defense and civilian applications, including radar systems, drones, and quantum technologies – supporting Europe’s ambitions for strategic tech sovereignty.

Rheinmetall is leading the modernisation of Europe’s defense landscape through secure infrastructure and advanced innovation. eToro’s EuropeDefense Smart Portfolio invests in companies enhancing military readiness, supply chain resilience, and next-generation security technologies.

CyberSecurity

Closing price of 31 July 2025: $411.47

Performance: July: 1.13% | 2025: 23.51% | Past 12 months: 60.49% | Past 24 months: 147.86%

CyberArk Software Ltd. is a global cybersecurity company specialising in identity security, with solutions that protect privileged accounts, credentials, and secrets across hybrid and cloud environments. The company plays a critical role in safeguarding enterprises from internal threats and advanced attacks by focusing on the protection of both human and machine identities. In July, CyberArk announced its acquisition by Palo Alto Networks in a landmark $25 billion deal. The merger aims to address escalating cyber threats powered by artificial intelligence while expanding access to unified, next-generation identity protection solutions for enterprises worldwide.

CyberArk represents a new frontier in cybersecurity, where identity and AI converge to defend the digital enterprise. eToro’s CyberSecurity Smart Portfolio invests in companies leading the way in threat prevention, zero-trust architecture, and cutting-edge security innovation.

ChinaTech

Closing price of 31 July 2025: HKD 24.90

Performance: July: 2.47% | 2025: 5.12% | Past 12 months: 46.43% | Past 24 months: -5.93%

ZTE Corporation is a leading Chinese telecommunications company, providing advanced network infrastructure, wireless access, and smart devices to global markets. With a strong focus on innovation, ZTE is instrumental in powering next-generation mobile networks and digital transformation across industries. Recently, ZTE and China Mobile jointly won the Asia Mobile Award 2025 for developing an AI-driven, cloud-native 5G core network. The solution enables real-time energy optimisation and intelligent orchestration – significantly reducing carbon emissions while enhancing network performance and operational efficiency.

ZTE is shaping the future of sustainable telecom innovation through AI, cloud, and 5G integration. eToro’s ChinaTech Smart Portfolio invests in Chinese companies leading in next-gen infrastructure, smart connectivity, and digital technology ecosystems transforming both domestic and global markets

Driverless

Closing price of 31 July 2025: $8.60

Performance: July: 27.98% | 2025: 65.70% | Past 12 months: 33.13% | Past 24 months: -35.39%

QuantumScape Corporation. is an energy storage company focused on the development of solid-state lithium-metal batteries for electric vehicles. Known for its cell architecture and proprietary ceramic separator, QuantumScape aims to deliver higher energy density, faster charging, and improved safety over traditional lithium-ion batteries. The company recently announced that its AI-powered “Cobra” manufacturing process has officially entered baseline production. Cobra improves heat-treatment throughput by 25× compared to previous methods and integrates real-time machine learning for quality control – paving the way for scalable, gigawatt-hour production in the coming years.

US-based QuantumScape is redefining the future of electric mobility with battery breakthroughs that support the next generation of autonomous and EV platforms. eToro’s Driverless Smart Portfolio invests in companies driving innovation across autonomous vehicles, EV infrastructure, and mobility technologies transforming transportation.

Any of these Assets and businesses were new to you?

Norfolk Southern Co.
Rheinmetall AG
CyberArk Software Ltd.
ZTE Corporation
QuantumScape Corporation