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Labor productivity - Whose income statement shows AI is actually working?

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Published Jun 26, 2026

Last Rebalance: 2026-06-26
Performance data isn't available yet.

Composition

Technology97%
Business Services3%

Themes

T1AI labor productivity SGA reductionT2AI inference infrastructure networking memory chipsT3enterprise software incumbent AI integration installed baseT4proprietary enterprise data platformT5observability monitoring logging security workflow automation

Top 10 Holdings

as of Jun 26, 2026
NVDANVIDIA Corp.5.64%
AVGOBroadcom Inc.5.15%
MSFTMicrosoft Corp.4.94%
ORCLOracle Corp.4.88%
AMDAdvanced Micro Devices, Inc.4.10%
MUMicron Technology, Inc.3.93%
ANETArista Networks, Inc.3.84%
SMCISuper Micro Computer, Inc.3.83%
IBMInternational Business Machines Corp.3.77%
WDAYWorkday, Inc.3.49%

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