AI is one of the biggest opportunity of this decade. Maybe the biggest. It’s reshaping industries across the board.

This is the leading sector right now. I’ve been saying this for a while. If you’re not exposed to AI yet, you’re missing out on a generational trend.

One thing is clear, the demand for compute is insane.

Training AI, reasoning, agents, images, videos, robotics, self-driving cars. They all need huge amount of compute.

So, check out the thematic portfolio, if you haven’t already.

All our AI positions are performing strongly:

$CRDO $NVDA $ORCL $SMCI $PWR $SNOW

And it’s not just them.

We’ve also seen blowout earnings recently from $CLS, $CDNS, $RMBS, and $GEV. These are the names you’ll want to keep an eye on for new positions, especially if the market pulls back here.

This is more confirmation that the AI wave is just getting started.

Cadence ($CDNS)

Rambus ($RMBS)

Celestica ($CLS)

GE Vernova ($GEV)