Index Performance
+10.53%
Howard's AI Index
+8.31%
TMLARGE
+7.79%
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 May 8, 2026
CSV download
| Alphabet, Inc. (GOOG) | 29.99% | $4.15T | 15.20% | 59.66% | 9.38 |
| Apple, Inc. (AAPL) | 19.70% | $3.98T | 15.65% | 48.16% | 9.35 |
| Netflix, Inc. (NFLX) | 13.62% | $389.43B | 19.31% | 52.44% | 8.84 |
| Meta Platforms, Inc. (META) | 13.37% | $1.71T | 22.17% | 82.00% | 8.47 |
| Reddit, Inc. (RDDT) | 11.73% | $29.59B | 69.40% | 90.46% | 19.98 |
| Spotify Technology SA (SPOT) | 11.59% | $106.62B | 14.41% | 31.86% | 5.85 |
Market data by FactSet