Index Performance
+4.47%
Howard's AI Index
+13.13%
TMLARGE
+25.64%
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 July 24, 2026
CSV download
| Alphabet, Inc. (GOOG) | 24.97% | $4.22T | 22.34% | 62.51% | 8.22 |
| Apple, Inc. (AAPL) | 23.18% | $4.90T | 16.60% | 49.27% | 8.15 |
| Spotify Technology SA (SPOT) | 13.87% | $98.32B | 20.26% | 32.87% | 4.52 |
| Meta Platforms, Inc. (META) | 13.53% | $1.64T | 33.08% | 81.85% | 6.85 |
| Reddit, Inc. (RDDT) | 13.16% | $35.66B | 69.08% | 90.88% | 9.91 |
| Netflix, Inc. (NFLX) | 11.29% | $290.33B | 12.98% | 51.93% | 6.35 |
Market data by FactSet