J
Potts Sample

Index Performance

+1.57%
Potts Sample
+4.70%
TMLARGE
Oct 28, 2024Nov 5, 2024Nov 13, 2024Nov 21, 2024Dec 2, 2024Dec 10, 2024Dec 18, 2024Dec 27, 2024Jan 7, 2025Jan 21, 2025-10%0%10%

Overview

Description

Artificial Intelligence (AI) and Machine Learning (ML) are fundamentally transforming numerous industries by automating processes, enhancing decision-making, and enabling sophisticated data analysis. Key drivers of this theme include rapid advancements in computational power, the exponential growth of big data, and significant improvements in algorithmic capabilities. Moreover, the proliferation of cloud computing provides scalable infrastructure, allowing businesses to implement AI/ML technologies more cost-effectively. Market demand is being fueled by enterprises seeking competitive advantages through enhanced operational efficiencies, personalized customer experiences, and innovative product offerings. Additionally, heavy investments from both private and public sectors are accelerating research and development activities, leading to faster deployment and integration of AI/ML solutions across various sectors. - [[Natural Language Processing (NLP)]]: Technology that enables machines to understand, interpret, and respond to human language in a valuable way. - [[Predictive Analytics]]: Use of statistical algorithms and machine learning techniques to identify the likelihood of future outcomes based on historical data. - [[Computer Vision]]: AI/ML technologies that enable the machines to interpret and make decisions based on visual data from the world. - [[AI-powered Robotics]]: Integration of AI for enhancing the capabilities and efficiency of robots in various applications such as manufacturing, logistics, and healthcare. - [[AI-driven Cybersecurity]]: Application of AI and machine learning to identify and mitigate potential security threats in real-time. This index was generated with help from Thematic Analyst.

  • Inception Date09/18/2024
  • WeightingEqual
  • # of holdings25
What's inside?
Sectors
  • Technology Services
    23.16%
  • Electronic Technology
    21.05%
  • Finance
    20.75%
  • Health Technology
    19.17%
  • Consumer Durables
    4.19%
  • Industrial Services
    4.01%
  • Retail Trade
    3.92%
  • Consumer Services
    3.74%

Holdings

All holdings as of January 21, 2025
CSV download
Arm Holdings Plc (ARM)4.55%$163.12B4.71%91.00%42.41
JPMorgan Chase & Co. (JPM)4.29%$740.52B16.58%N/A5.16
QUALCOMM, Inc. (QCOM)4.24%$185.84B8.77%56.21%4.99
Broadcom Inc. (AVGO)4.23%$1.13T43.99%57.24%16.80
KKR Group Co., Inc. (KKR)4.22%$142.62B99.95%53.49%7.35
Toll Brothers, Inc. (TOL)4.19%$13.55B8.52%28.36%1.57
American Express Co. (AXP)4.13%$223.98B9.21%61.49%2.74
Blackstone, Inc. (BX)4.12%$220.16B-0.46%99.51%13.26
Meta Platforms, Inc. (META)4.09%$1.56T18.87%81.83%9.39
NVIDIA Corp. (NVDA)4.05%$3.45T93.61%74.56%30.71
Merck KGaA (MRK)4.05%$65.01B1.80%59.70%3.67
Alphabet, Inc. (GOOGL)4.01%$2.43T15.07%58.67%5.88
Waste Management, Inc. (WM)4.01%$85.46B7.91%29.45%4.66
Berkshire Hathaway, Inc. (BRK/A)3.99%$1.01T-0.23%21.84%2.19
Advanced Micro Devices, Inc. (AMD)3.98%$198.44B17.57%44.98%10.97
Oracle Corp. (ORCL)3.94%$482.67B8.64%66.74%11.07
Walmart, Inc. (WMT)3.92%$747.75B5.46%24.91%1.07
Merck & Co., Inc. (MRK)3.83%$243.45B4.42%73.43%4.96
AbbVie, Inc. (ABBV)3.81%$305.03B3.83%71.00%7.45
Adobe, Inc. (ADBE)3.78%$189.95B11.14%88.26%10.69
Shopify, Inc. (SHOP)3.78%$136.51B26.14%51.71%12.26
Eli Lilly & Co. (LLY)3.75%$704.72B20.43%81.02%20.30
Wingstop, Inc. (WING)3.74%$8.19B38.76%81.89%21.53
Biogen, Inc. (BIIB)3.73%$20.54B-2.44%65.42%3.61
Zoom Communications, Inc. (ZM)3.56%$24.07B3.59%75.89%3.42
Market data by FactSet