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%

10%

Meta
10%

Amazon
10%

Micron Technology
10%

SK hynix
10%

Memory
10%

SanDisk
10%