Core AI Investment
- Nvidia (NVDA) – 4%
Cloud Service Providers
- Amazon (AMZN) – 5%
- Google (GOOGL) – 5%
- Meta (META) – 3%
Enterprise AI Adoption
- Salesforce (CRM) – 3%
Software
- Snowflake (SNOW) – 2%
Data Center and Hardware
- Dell (DELL) – 10%
- Super Micro (SMCI) – 7%
- HP (HPQ) – 3%
- Micron Technology (MU) – 3%
- TSS Inc (TSSI) – 2%
- Arista Networks Inc (ANET) – 2%
Semiconductors
- TSMC (TSM) – 3%
- Marvell (MRVL) – 2%
- ASML (ASML) – 3%
- Foxconn (FXCOF) – 2%
Consumer Goods
- Costco (COST) – 8%
- Cava (CAVA) – 3%
Media
- Spotify (SPOT) – 2%
- Reddit (RDDT) – 2%
Space
- RocketLab (RKLB) – 2%
Power and Thermal Management
- Eaton Corporation (ETN) – 3%
- Emerson Electric Co. (EMR) – 3%
- Hubbell Incorporated (HUBB) – 3%
- Cameco Corporation (CCJ) – 3%
- Quanta Services, Inc. (PWR) – 2%
- Vertiv (VRT) – 2%
Nuclear Energy (Supporting AI Infrastructure)
- Constellation Energy Corp (CEG) – 2%
- Talen Energy Corporation (TLN) – 2%
- NuScale Power Corporation (SMR) – 2%
- Oklo Inc. (OKLO) – 2%
Submitted November 22, 2024 at 11:41PM by danielhez https://ift.tt/0vq9O8s
