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 December 4, 2025
CSV download
| Alphabet, Inc. (GOOG) | 22.71% | $3.84T | 16.21% | 59.66% | 7.56 |
| Apple, Inc. (AAPL) | 17.81% | $4.15T | 6.43% | 46.91% | 9.35 |
| Reddit, Inc. (RDDT) | 15.86% | $42.21B | 67.91% | 90.36% | 23.32 |
| Netflix, Inc. (NFLX) | 15.19% | $437.38B | 19.06% | 47.03% | 12.19 |
| Spotify Technology SA (SPOT) | 14.72% | $115.50B | 13.95% | 31.51% | 7.56 |
| Meta Platforms, Inc. (META) | 13.70% | $1.67T | 26.25% | 82.03% | 10.00 |
Market data by FactSet