§ Positions · Updated daily

Holdings &
conviction.

Current positions with conviction scores and thesis alignment.

Long-only · Autopilot
+27.25%
Fund return
16
Active positions
16
Long
—
Short
Enabled Q3 2026

Thematic AI fund benchmarked against QQQ / S&P 500 — not a broad market fund. Returns reflect conviction-weighted positions.

§ 01 — Performance

Performance vs
benchmarks.

—
Fund 90d
—
QQQ 90d
—
SPY 90d
§ 02 — Holdings

Current
positions.

16 Long
# Ticker Company Type Score Weight Current Since rebalance All-time
01 NVDA NVIDIA Corporation LONG 99 10.6% $200.75 -1.05% +13.17%
since 2026-04-03
02 AMZN Amazon.com Inc. LONG 98 10.5% $271.58 +9.81% +29.47%
since 2026-04-03
03 PANW Palo Alto Networks LONG 56 10.4% $331.83 -7.51% +103.31%
since 2026-04-03
04 AVGO Broadcom Inc. LONG 97 9.0% $389.28 +4.92% +23.76%
since 2026-04-03
05 GOOGL Alphabet Inc. LONG 96 9.0% $356.13 +2.68% +20.41%
since 2026-04-03
06 DDOG Datadog Inc. LONG 88 6.6% $267.97 +3.54% +8.34%
since 2026-06-01
07 META Meta Platforms Inc. LONG 91 6.5% $556.71 -13.85% -13.85%
since 2026-07-17
08 EQIX Equinix Inc. LONG 86 6.0% $1019.28 -0.08% +1.89%
since 2026-04-03
09 AMAT Applied Materials Inc. LONG 34 5.5% $507.67 -4.11% -4.11%
since 2026-07-17
10 ETN Eaton Corporation LONG 92 5.3% $415.20 +3.72% +14.98%
since 2026-04-03
11 DBRG DigitalBridge Group Inc. LONG 94 5.0% $15.87 +0.47% +0.95%
since 2026-06-16
12 MSFT Microsoft Corporation LONG 93 4.7% $464.72 +17.94% +24.44%
since 2026-04-03
13 TSM Taiwan Semiconductor LONG 84 3.5% $404.25 +1.57% +1.57%
since 2026-07-17
14 FTNT FTNT LONG 74 3.5% $114.07 0.00% 0.00%
since 2026-07-17
15 CRWD CrowdStrike Holdings LONG 67 2.0% $190.86 -6.05% -73.89%
since 2026-06-01
16 DLR Digital Realty Trust LONG 54 2.0% $188.52 +8.42% +8.42%
since 2026-07-17
§ 03 — In plain English

Why we hold these.

A jargon-free read on each position and the five signals behind its conviction. Tap a ticker for the full breakdown.

NVDA NVIDIA Corporation 99

Dominant GPU supplier for AI training and inference; agentic AI multiplies compute demand per task.

Case for the company 100
Odds it pays off 72
Near-term catalysts 65
Price momentum 38
Financial strength 75
AMZN Amazon.com Inc. 98

AWS Bedrock agents, massive cloud infrastructure, and internal agentic AI deployment across logistics.

Case for the company 89
Odds it pays off 68
Near-term catalysts 65
Price momentum 96
Financial strength 95
PANW Palo Alto Networks 56

Platformized security with AI-driven SOC automation directly benefits from the threat escalation agentic AI creates.

Case for the company 3
Odds it pays off 45
Near-term catalysts 85
Price momentum 68
Financial strength 88
AVGO Broadcom Inc. 97

Custom AI accelerators (TPUs for Google, etc.) and networking chips critical for agentic AI data center buildout.

Case for the company 92
Odds it pays off 66
Near-term catalysts 60
Price momentum 54
Financial strength 95
GOOGL Alphabet Inc. 96

Gemini models, Vertex AI agents, and DeepMind research pipeline for next-gen agentic systems.

Case for the company 90
Odds it pays off 58
Near-term catalysts 75
Price momentum 88
Financial strength 92
DDOG Datadog Inc. 88

Observability platform becomes essential as enterprises deploy fleets of autonomous AI agents that need real-time monitoring.

Case for the company 84
Odds it pays off 55
Near-term catalysts 65
Price momentum 98
Financial strength 40
META Meta Platforms Inc. 91

Open-source Llama models powering agentic AI ecosystem; massive internal AI agent deployment.

Case for the company 83
Odds it pays off 65
Near-term catalysts 85
Price momentum 10
Financial strength 78
EQIX Equinix Inc. 86

Global interconnection and colocation leader where agentic AI workloads require low-latency access to distributed infrastructure.

Case for the company 81
Odds it pays off 48
Near-term catalysts 65
Price momentum 52
Financial strength 95
AMAT Applied Materials Inc. 34

Article highlights Applied Materials with 67% gains in AI infrastructure. As a semiconductor equipment manufacturer, they're essential for producing the advanced chips needed for agentic AI compute infrastructure.

Case for the company 24
Odds it pays off 52
Near-term catalysts 55
Price momentum 48
Financial strength 50
ETN Eaton Corporation 92

Power management and electrical infrastructure supplier critical for building and operating AI-scale data centers.

Case for the company 65
Odds it pays off 55
Near-term catalysts 70
Price momentum 68
Financial strength 88
DBRG DigitalBridge Group Inc. 94

NVIDIA's emphasis on connecting distributed data centers into 'large AI factories' drives demand for data center infrastructure and connectivity solutions

Case for the company 5
Odds it pays off 62
Near-term catalysts 65
Price momentum 74
Financial strength 50
MSFT Microsoft Corporation 93

Azure AI + Copilot ecosystem positions Microsoft as the enterprise agentic AI platform leader.

Case for the company 87
Odds it pays off 62
Near-term catalysts 65
Price momentum 78
Financial strength 82
TSM Taiwan Semiconductor 84

Fabricates virtually every leading AI chip; agentic AI's insatiable silicon demand flows through TSMC's advanced nodes.

Case for the company 97
Odds it pays off 52
Near-term catalysts 65
Price momentum 63
Financial strength 25
FTNT FTNT 74

Despite a strong recent price run, the core case for this cybersecurity company is weak and the odds of the bet paying off are too low to act on.

Case for the company 22
Odds it pays off 48
Near-term catalysts 55
Price momentum 100
Financial strength 78
CRWD CrowdStrike Holdings 67

AI-native cybersecurity platform; agentic AI increases attack surface, driving demand for autonomous defense.

Case for the company 73
Odds it pays off 52
Near-term catalysts 75
Price momentum 70
Financial strength 50
DLR Digital Realty Trust 54

Data center REIT benefiting from explosive AI compute demand and agentic workload growth.

Case for the company 51
Odds it pays off 38
Near-term catalysts 65
Price momentum 52
Financial strength 95
§ 04 — Score Trends

Conviction
trajectories.

§ 05 — Watchlist

Full
watchlist.

All 48 stocks monitored by the agent, scored daily.

BULL · 34
005930 Semiconductors
Samsung Electronics
Multiple Korean AI infrastructure partnerships with NVIDIA highlight explosive demand for memory and semiconductor components. Samsung's HBM memory and advanced chips are critical for agentic AI systems requiring massive compute power.
035720 Technology
Kakao Corp
Naver's partnership with NVIDIA for gigawatt-scale AI infrastructure in South Korea signals massive regional AI buildout. Kakao, as South Korea's other major tech platform, is positioned to benefit from this AI infrastructure boom and likely developing competing agentic AI capabilities.
AMAT Semiconductors
Applied Materials Inc.
Article highlights Applied Materials with 67% gains in AI infrastructure. As a semiconductor equipment manufacturer, they're essential for producing the advanced chips needed for agentic AI compute infrastructure.
AMD ai-chips
Advanced Micro Devices
MI300X GPUs offer a credible alternative for AI inference workloads, capturing share as agentic AI diversifies the silicon supply chain.
AMZN cloud-platform
Amazon.com Inc.
AWS Bedrock agents, massive cloud infrastructure, and internal agentic AI deployment across logistics.
ANET ai-chips
Arista Networks
High-speed data center networking is the connective tissue for multi-agent AI systems that require massive east-west traffic.
ANSS Defense Technology
Anduril Industries
Partnership with Overland AI for coordinating autonomous effects across air and land demonstrates strong positioning in agentic AI for defense applications, requiring massive compute infrastructure and specialized chips
ARM ai-chips
Arm Holdings
Arm architecture dominates edge and mobile AI inference, enabling agentic AI to run on billions of devices beyond the data center.
AVGO ai-chips
Broadcom Inc.
Custom AI accelerators (TPUs for Google, etc.) and networking chips critical for agentic AI data center buildout.
BLK Asset Management
BlackRock Inc.
Leading $40 billion AI data center deal with Nvidia-backed group, positioning as major infrastructure investor capitalizing on AI compute demand
CEG energy-power
Constellation Energy
Nuclear fleet provides the 24/7 carbon-free baseload power that hyperscaler AI data centers increasingly require.
CRWD cybersecurity
CrowdStrike Holdings
AI-native cybersecurity platform; agentic AI increases attack surface, driving demand for autonomous defense.
DBRG Data Center Infrastructure
DigitalBridge Group Inc.
NVIDIA's emphasis on connecting distributed data centers into 'large AI factories' drives demand for data center infrastructure and connectivity solutions
DDOG cloud-platform
Datadog Inc.
Observability platform becomes essential as enterprises deploy fleets of autonomous AI agents that need real-time monitoring.
DLR energy-power
Digital Realty Trust
Data center REIT benefiting from explosive AI compute demand and agentic workload growth.
EQIX energy-power
Equinix Inc.
Global interconnection and colocation leader where agentic AI workloads require low-latency access to distributed infrastructure.
ETN energy-power
Eaton Corporation
Power management and electrical infrastructure supplier critical for building and operating AI-scale data centers.
GOOGL cloud-platform
Alphabet Inc.
Gemini models, Vertex AI agents, and DeepMind research pipeline for next-gen agentic systems.
IFS Industrial Software
IFS AB
Partnership with Boston Dynamics for autonomous AI-robotics systems in industrial operations positions them at the intersection of agentic AI and physical automation, driving demand for edge computing infrastructure
IFX Semiconductors
Infineon Technologies
Partnership with NVIDIA for quantum-resilient hardware security on Jetson Thor platforms positions Infineon at the intersection of agentic AI and edge computing infrastructure security requirements.
JFROG Cybersecurity
JFrog Ltd
JFrog's launch of an 'immune system' to block AI agents from downloading malicious code positions them as a key security infrastructure provider for the agentic AI era. As autonomous agents proliferate, security platforms protecting AI systems become critical infrastructure.
LGE Technology
LG Electronics
Direct partnership with NVIDIA to build AI factory for physical AI systems and robotics represents embodiment of agentic AI into real-world applications, driving hardware and infrastructure demand.
META cloud-platform
Meta Platforms Inc.
Open-source Llama models powering agentic AI ecosystem; massive internal AI agent deployment.
MRVL ai-chips
Marvell Technology
Custom AI silicon and electro-optics for hyperscalers position Marvell at the heart of agentic AI networking infrastructure.
MSFT cloud-platform
Microsoft Corporation
Azure AI + Copilot ecosystem positions Microsoft as the enterprise agentic AI platform leader.
NVDA ai-chips
NVIDIA Corporation
Dominant GPU supplier for AI training and inference; agentic AI multiplies compute demand per task.
ORCL cloud-platform
Oracle Corporation
OCI's aggressive AI infrastructure buildout and enterprise database dominance make Oracle a key backend for agentic AI workflows.
PANW cybersecurity
Palo Alto Networks
Platformized security with AI-driven SOC automation directly benefits from the threat escalation agentic AI creates.
PLTR ai-tooling
Palantir Technologies
AIP platform enables enterprise agentic AI workflows; strong government and commercial positioning.
S cybersecurity
SentinelOne Inc.
AI-first endpoint security using autonomous response aligns perfectly with defending against AI-generated threats.
TLN energy-power
Talen Energy
Nuclear-adjacent power assets directly supply AI data center campuses, benefiting from long-term power purchase agreements.
TSM ai-chips
Taiwan Semiconductor
Fabricates virtually every leading AI chip; agentic AI's insatiable silicon demand flows through TSMC's advanced nodes.
VST energy-power
Vistra Corp.
Power generation company benefiting from surging AI data center electricity demand.
ZS cybersecurity
Zscaler Inc.
Zero-trust architecture becomes non-negotiable as agentic AI systems access sensitive data across cloud environments.
BEAR · 14 Shorts Q3 2026
ADBE legacy-saas
Adobe Inc.
Creative and marketing workflows increasingly automated by AI agents; pricing power eroding.
CHGG education
Chegg Inc.
Homework help and tutoring business decimated as AI agents provide instant, personalized academic assistance for free.
EPAM professional-services
EPAM Systems
Offshore software engineering services face margin compression as AI agents write, test, and deploy code autonomously.
FIVN legacy-saas
Five9 Inc.
Cloud contact center platform threatened as agentic AI replaces human agents in customer service at scale.
INTU legacy-saas
Intuit Inc.
Tax prep, bookkeeping, and financial planning are early targets for fully autonomous AI agents.
IPG marketing-ad
Interpublic Group
Media buying and creative services disrupted as AI agents run full-funnel marketing without agency intermediaries.
LPLA financial-services
LPL Financial
Independent financial advisor platform threatened as agentic AI delivers personalized wealth management at near-zero marginal cost.
PAYC Human Capital Management Software
Paycom Software Inc.
Paycom just laid off 500+ employees due to AI automation strategies, directly validating our bear thesis that agentic AI will devastate HR/payroll software companies as autonomous systems replace human workforce management functions
RHI professional-services
Robert Half International
Staffing and temp agencies face existential pressure as agentic AI replaces knowledge workers.
SPGI Financial Services
S&P Global
Launch of agentic AI-powered Credit Memo Builder demonstrates how financial analysis work is being automated. This threatens traditional financial research and analysis roles that drive S&P Global's human-intensive business model.
TASK professional-services
TaskUs Inc.
Outsourced customer support and content moderation are among the first workflows fully automated by agentic AI.
UPWK professional-services
Upwork Inc.
Freelance marketplace disrupted as enterprises replace contract knowledge workers with autonomous AI agents.
WPP marketing-ad
WPP plc
Global ad agency model collapses as agentic AI generates, tests, and optimizes creative campaigns autonomously.
ZEN Enterprise Software
Zendesk Inc
As agentic AI takes over customer service and support functions through autonomous agents, traditional ticketing and customer service platforms like Zendesk face displacement by AI-native solutions that can handle multi-step customer interactions autonomously.
Supervisor: ALARM — the scoring pipeline has a failing check.