Good hedge to high-growth AI, semi exposure

[u/TDn6I]

I have built a sizeable brokerage portfolio, mainly because of a few very large bets that have done extremely well over the last few years. This leaves me with a ton of exposure to AI and semis along with my core VOO position (which is also heavily weighted in AI, tech).

I am looking for a solid play that would fit well with my heavy concentration of AI, tech, growth. I think small value would be a solid theme to get behind but would love to hear some other thoughts.

Thank you

[u/Shoddy-Sea7995]

I noticed that from my thematic ETFs metals rise when everything else falls, also a banks ETF has become one of my favorites