Strategy

AI Leaders

+190%

By Grow

1 Year Historical Return

Artificial intelligence is reshaping computing, from chips and memory to the cloud platforms and model builders driving the next wave of growth. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

NVIDIA

10%

OpenAI

10%

Anthropic

10%

Google

10%

Meta

10%

Amazon

10%

Micron Technology

10%

SK hynix

10%

Memory

10%

SanDisk

10%

View in Grow