Social Leverage
Howard's AI Index

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Index Performance

+33.62%
Howard's AI Index
+1.69%
TMLARGE
+1.99%
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 February 7, 2025
CSV download
Spotify Technology SA (SPOT)18.21%$125.09B18.38%30.06%5.13
Reddit, Inc. (RDDT)17.87%$39.55B67.87%88.92%8.70
Netflix, Inc. (NFLX)16.63%$433.72B15.28%45.88%10.29
Meta Platforms, Inc. (META)16.44%$1.81T21.94%82.56%9.13
Apple, Inc. (AAPL)16.02%$3.42T3.95%46.88%9.89
Alphabet, Inc. (GOOG)14.82%$2.27T13.89%58.18%6.58
Market data by FactSet