Artificial Intelligence
Speculation · High risk
Speculative level exposure to companies involved in the development of, implementation of, or usage of artificial intelligence. Not suitable for all investors.
Artificial Intelligence
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
AI represents a generational platform shift. We hold the picks-and-shovels suppliers, the model builders, and the application layer winners — knowing most will lose, but the survivors will compound for decades.
Thematic basket spanning compute infrastructure, foundation models, and AI-native application companies. Names are weighted by exposure quality, not market cap.
How it's built
The repeatable process behind Artificial Intelligence.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to semiconductors, cloud infrastructure, software / models dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Artificial Intelligence, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Alphabet Inc.15.0%
- Intel Corporation15.0%
- Meta Platforms, Inc.15.0%
- Microsoft Corporation15.0%
- Micron Technology, Inc.15.0%
- NVIDIA Corporation15.0%
- Sandisk Corporation10.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's high risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Believes AI is a multi-decade structural shift
- Can stomach 40%+ drawdowns without panic-selling
- Treats this as a satellite allocation (5–15% of portfolio)
- Has time horizon of 7+ years
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
Thematic technology baskets — internet (1998), mobile (2008), cloud (2014) — have all delivered exceptional long-term returns paired with brutal interim volatility. The pattern is consistent: the theme works, but the journey is uncomfortable.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Artificial Intelligence is actively managed against a specific objective (speculation). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- What happens in a market downturn?
- This portfolio carries high risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Artificial Intelligence
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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