Entry for the Start a Tilt Challenge (event: “Challenge”). This is a paper basket scored under the Official Rules. It is not investable, not investment advice, and not a recommendation.

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Published Jun 11, 2026

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Data as of 7/30/2026. This product is a basket created by personnel of Agora Indexing Technologies LLC or its affiliates and is provided for informational purposes only. It is not a financial index, financial benchmark, or IOSCO-compliant product, and is not administered by Tilt Indices LLC. Product performance is shown for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Composition

Technology94%
Business Services3%
Consumer Services3%

Themes

T1software companies consuming AI for cost reductionT2open weight AI platform distribution monetizationT3commodity AI inference edge compute

Paper basket composition

as of Jun 11, 2026
DOCNDigitalOcean Holdings, Inc.4.42%
AKAMAkamai Technologies, Inc.4.08%
MSFTMicrosoft Corp.3.80%
IBMInternational Business Machines Corp.3.71%
QCOMQUALCOMM, Inc.3.52%
TDCTeradata Corp.3.43%
APPApplovin Corp.3.35%
LSCCLattice Semiconductor Corp.3.34%
PLTRPalantir Technologies, Inc.3.32%
ALABAstera Labs, Inc.3.30%

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