Arithmos builds a portfolio from one sentence. Make your own version of this one, or start from scratch.
AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted)
By Aman JhaMade 2 Sept 20268 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Best positioned investments if AI regulation tightens
- How much of each
- Hand-picked amounts
- Most in one company
- 18%
- Refreshed
- Every 3 months, next 2 Dec 2026
What’s inside
8 companies. The biggest is MSFT at 18%. No company can be more than 18%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 18%Rebalance: quarterly
Company pages
Each company’s price history, and the other portfolios that hold it.
Theme: AI stocks
Guide: How to invest in AI
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted)
What stocks are in AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted)?
It holds 8 companies. The largest are MSFT, GOOG, AVGO, PANW and CRWD, followed by ORCL, NOW and IBM.
How has AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted) performed?
+3.0% since it was made, +16.1% over the past year against +14.4% for the S&P 500, +171.8% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted) weighted?
Each company's share was set individually from the data. No company can be more than 18% of the portfolio. The biggest holding is MSFT at 18.0%.
Can I invest in AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
Similar portfolios
- AI Regulation Beneficiaries Index, Size & Growth Tilted7 of the same companies, 16 in total
- Top 10 AI Job Displacement Beneficiaries, Growth-Tilted5 of the same companies, 10 in total
- Future of AI, Global 20 (Cap + Growth Tilted)4 of the same companies, 20 in total
- AI Regulation Beneficiaries, AI Infrastructure & Governance Leaders (Size-Tilted)4 of the same companies, 10 in total
- AI Regulation Beneficiaries, Infrastructure & Platform Leaders (Size-Growth Tilted)4 of the same companies, 10 in total
- Sequoia Capital Public Portfolio Index, Size-Tilted4 of the same companies, 15 in total
Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
