Harbor Capital Advisors Launches Harbor AI Inflection Strategy ETF (Ticker: EPAI)

An Active Strategy Focused on Companies Capitalizing on AI Capital Investments

CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors (“Harbor”) is announcing the launch of the Harbor AI Inflection Strategy ETF (Ticker: EPAI) an actively managed ETF designed to identify companies that may benefit from the global wave of capital spending on AI infrastructure.

While headlines—and many investors—remain fixated on a narrow group of high-profile AI names, EPAI seeks to look beyond the usual suspects. The ETF looks to target the companies building the infrastructure that powers AI, as well as the businesses using that infrastructure to generate real economic value. This approach focuses on where money is being spent today and where AI-driven competitive advantages are potentially being created.

A Capital-Driven AI Investment Framework

The EPAI strategy centers on two key groups that seek to benefit from AI-driven investments:

• Direct recipients of AI capital investment — companies whose revenue is directly linked to the physical buildout of AI-enabling infrastructure, including data centers, energy systems, connectivity, and semiconductor supply chains.
• Beneficiaries of AI-enabled infrastructure — established businesses using that infrastructure to improve profitability, scale, and competitive positioning within their industries.

A Disciplined Alternative to Speculative AI Exposure

While many AI-focused ETFs may concentrate on a narrow group of mega-cap technology companies or speculative businesses with suboptimal economics, EPAI emphasizes high-quality companies with established business models and material exposure to AI adoption.

“AI is driving one of the largest capital investment cycles we’ve seen in years,” said Kristof Gleich, President and Chief Investment Officer at Harbor Capital Advisors. “But most investors are still crowding into many of the same stocks. EPAI is built to uncover a broader—and often overlooked—set of companies that we believe are positioned to benefit from the actual dollars being deployed.”

Active Management Grounded in Industry Insight

EPAI is subadvised by EARNEST Partners, whose portfolio managers combine deep fundamental research with firsthand operational experience. With backgrounds leading business units, managing capital allocation, and navigating the economic realities of scale, the team brings an operator’s lens to stock selection—focusing on how AI is being adopted, scaled, and monetized across industries.

This perspective enables the team to look beyond hype and identify where value is likely taking shape—often before it is fully recognized by the market.

“AI is one of the most powerful technological forces of our time—but the biggest opportunities aren’t always front and center,” Gleich continued. “As AI models become more powerful, they demand exponentially more infrastructure—more data centers, more energy, more cooling, more interconnectivity. EPAI gives investors targeted exposure to that essential ecosystem—parts of the market most AI portfolios completely miss.”

He added, “We’re incredibly excited about this ETF because it offers a differentiated way to participate in AI’s long-term growth potential while complementing existing technology allocations. We encourage advisors to take a closer look at EPAI as they think about portfolio construction for the next decade of innovation.”

Harbor Capital Advisors is an asset manager with an AUM of $67.2 billion as of December 31, 2025, and is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients’ portfolios often connect with our obsession of finding what we believe are the best and most bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.

Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.

EPAI: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. For purposes of the Fund, “AI Companies” are companies for which the enablement and/or adoption of artificial intelligence (AI) may play a material role in driving performance. Investing in AI Companies may involve higher risks because they typically face steep costs, fast-changing technology, strong competition, and potential regulatory challenges that may impact their growth and profitability. The Fund's investments in foreign securities, particularly emerging markets, expose it to higher risks than funds investing only in the U.S., including currency risk, which may negatively impact its value if foreign currencies fluctuate against the U.S. dollar. Depositary receipts carry risks like political instability, currency fluctuations, higher costs, and weaker investor protections. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.

The Subadvisor considers certain Environmental, Social and Governance (ESG) factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.

The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice or a recommendation to purchase a particular security.

EARNEST Partners is the subadvisor to the Harbor AI Inflection Strategy ETF.

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.