AI is the most important technology of our time.

It’s a once-in-a-generation opportunity that will transform every industry. AI is not just as a tool but as a new form of intelligence that can think, plan, and solve problems, driving massive demand for compute.

Most people still underestimate the demand for AI computation.

Training, inference, reasoning, AI agents, images, videos, robotics, autonomous vehicles...

They all require exponentially more compute.

That’s why it continues to be the leading sector right now. So, check out the thematic portfolio, if you haven’t already.

Right now there’s no sign of slowing down.

Nvidia just broke into new all-time highs, fueled by an unstoppable wave of billion-dollar data center deals. Demand for AI infrastructure is exploding, and announcements are coming almost daily.

If you’re not exposed to AI yet, you’re missing.

There are just so many standout names that it’s almost hard to choose which ones to focus on. So, I’m trying to pick my top three favorites from each subsector.

Cloud Service Providers: 1.$GOOGL 2.$ORCL 3.$AMZN

Neocloud: 1.$NBIS 2.$CRWV 3.$IREN

Semis: 1.$NVDA 2.$TSM 3.$AVGO

Storage: 1.$MU 2.$STX 3.$SNDK

Networking: 1.$CRDO 2.$ANET 3.$ALAB

Servers: 1.$VRT 2.$SMCI 3.$DELL

Data: 1.$INOD 2.$PLTR 3.$SNOW

Energy: 1.$LEU 2.$CEG 3.$BE