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

Published Jun 26, 2026

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This product is a curated snapshot basket created by a third-party creator and is not a financial index, financial benchmark, or IOSCO-compliant product. The creator’s views are their own and do not represent the views of Tilt, Tilt Indices LLC, or any of their affiliates. The creator may hold positions in securities included in this basket.

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 2026-06-26

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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