Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

The Undercovered Dozen spotlights 12 lesser-followed stocks featured on Seeking Alpha from Oct. 10 to Oct. 16. This curated series aims to surface overlooked investment ideas and foster discussion among sophisticated investors. Readers are encouraged to engage, debate, and share additional undercovered stock ideas in the community.

Seeking Alpha • Oct 22, 2026

AI Stocks Are The Next Dividend Growers

AI and chip stocks are turning into dividend growers, and popular dividend ETFs like FDVV already hold names such as Nvidia, Microsoft, Broadcom, and Alphabet among their top holdings. Free cash flow is fueling the raises: Nvidia produced $48.6B in a single quarter and lifted its dividend from $0.01 to $0.25, while Broadcom keeps almost half of every sale. TDIV and TDV give investors technology-heavy dividend growth in one fund, with TDIV growing its total payout 48.6% over five years and TDV raising its dividend 23% over the last five years.

Seeking Alpha • Oct 17, 2026

TDV: I Changed My Mind; There Is A Better Option For Dividend Investors

TDIV offers superior exposure to AI-driven tech growth vs. TDV, with broader holdings and higher direct AI ecosystem exposure. TDIV's portfolio is cheaper on forward P/E (16.1x vs. 16.9x) and has higher long-term earnings growth (14.6% vs. 12.6%) than TDV. Nearly 60% of TDV's portfolio overlaps with TDIV, making dual ownership redundant; TDIV captures most of TDV's strengths without its weaknesses.

Seeking Alpha • Oct 14, 2026

Is ProShares S&P Technology Dividend Aristocrats ETF (TDV) a Strong ETF Right Now?

Designed to provide broad exposure to the Technology ETFs category of the market, the ProShares S&P Technology Dividend Aristocrats ETF (TDV) is a smart beta exchange traded fund launched on 11/05/2019.

Zacks Investment Research • Sep 15, 2026

After Comparing Every Dividend Growth ETF, These 3 Give You a Raise Every Year Without Giving Up Growth

Dividend growth investing rewards patience with a real income raise year after year, but not every fund in the category delivers that promise the same way.

24/7 Wall Street • Aug 17, 2026

TDV: An AI-Driven Dividend Growth ETF Emerges

The ProShares S&P Technology Dividend Aristocrats ETF is a buy for quality-focused dividend growth investors seeking robust, long-term dividend growth in tech. TDV's equal-weighted portfolio of 38 tech dividend growers offers higher quality, lower volatility, and strong free cash flow growth, but a modest ~1% yield. AI infrastructure-driven cash flow growth in semiconductors and hardware underpins TDV's dividend growth prospects for the next 3–5 years.

Seeking Alpha • Jul 24, 2026

Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

ProShares Leaders Q&A on Dividend Aristocrat Suite

The ETF landscape includes a wide variety of innovative, intriguing funds that look to meet investor goals. From equities to fixed income, all kinds of strategies offer intriguing spins on areas like income and dividends.

ETF Trends • May 29, 2026

TDV: Technology Dashboard For May

Although information technology is overpriced, the software industry and IT services are undervalued by historical standards. The ProShares S&P Technology Dividend Aristocrats ETF offers value-focused technology exposure with moderate company-specific risk via equal weighting and dividend growth criteria. While TDV has underperformed XLK and RSPT since inception, it is suitable for investors prioritizing value and moderate volatility.

Seeking Alpha • May 15, 2026

How Dividend Growth Tech ETF TDV Avoids Concentration Risk While Outperforming

Innovation drives portfolio growth, but how can investors access it while limiting concentration risk – or paying for red-hot valuations? Most investors are already significantly exposed to megacap tech names, but there are plenty more tech players out there that can deliver for investors.

ETF Trends • May 1, 2026