Index Performance
+3.56%
Howard's AI Index
+4.20%
TMLARGE
+1.90%
QQQ
Overview
Description
My favorite public AI companies into one group I call the AI 6 for now- Netflix, Spotify, Reddit, Meta, Google and Apple. I imagine it becomes 10-15 companies this year. So far, the clearest winners have been the purest ‘creators and aggregators of content’ - Netflix, Spotify, Reddit and Meta. I also have Google in my portfolio and this AI Six - which this week closed at an all-time high- mainly because of YouTube, but it does not hurt to have Maps, Gmail and Android.
- Inception Date03/21/2024
- WeightingEqual
- # of holdings6
What's inside?
Holdings
All holdings as of October 23, 2026
CSV download
| Alphabet, Inc. (GOOG) | 24.28% | $3.90T | 23.98% | 61.62% | 9.50 |
| Apple, Inc. (AAPL) | 23.68% | $5.07T | 16.36% | 50.06% | 8.99 |
| Spotify Technology SA (SPOT) | 16.40% | $120.28B | 14.51% | 32.88% | 4.16 |
| Meta Platforms, Inc. (META) | 14.28% | $1.64T | 26.07% | 79.31% | 7.84 |
| Reddit, Inc. (RDDT) | 10.99% | $27.75B | 61.10% | 90.74% | 11.62 |
| Netflix, Inc. (NFLX) | 10.37% | $270.40B | 10.61% | 52.80% | 6.02 |
Market data by FactSet