SPY+0.17%QQQ+0.03%NVDA+4.01%MSFT+0.05%AAPL1.27%GOOGL+1.72%META+0.53%AMZN1.09%TSLA+0.63%AVGO1.08%SPY+0.17%QQQ+0.03%NVDA+4.01%MSFT+0.05%AAPL1.27%GOOGL+1.72%META+0.53%AMZN1.09%TSLA+0.63%AVGO1.08%

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Top 8 AI Giants — Market Cap Weighted

8 largest AI companies by market cap. Stagger the allocation — by Sezen

built · 2026-04-22 17:44·rebalance · quarterly·next run · 2026-07-22

backtest · S&P 500 (SPX)·range

CAGR
Annual vol
Sharpe
Sortino
Max drawdown
Best year
Worst year
risk-free rate
rf = 4.50%
vs S&P 500 (SPX) · 1M
vs S&P 500 (SPX) · 1Y
vs S&P 500 (SPX) · 2Y
vs S&P 500 (SPX) · 3Y
vs S&P 500 (SPX) · 5Y
vs S&P 500 (SPX) · 10Y
no backtest data

attribution factsheet

holdings · 8

click a row to drill in ↗
NameAllocation· cap 25%Rationale
NVDANVIDIA CorporationTechnology20.39%
Largest AI company globally at $4.91T market cap, dominant in AI GPU infrastructure with 73% revenue growth. Receives highest weight (23.2%) as the clear AI hardware leader powering generative AI and data center buildouts.
GOOGAlphabet Inc.Communication Services16.85%
Second-largest at $4.06T, leading AI research (DeepMind, Gemini) and cloud AI services. Weight of 19.2% reflects its position as a diversified AI platform spanning search, cloud, and foundational models.
AAPLApple Inc.Technology16.69%
Third-largest at $4.02T, integrating AI across devices with Apple Intelligence and custom silicon. 19.0% weight reflects near-parity with Google in market cap and strategic AI device integration.
MSFTMicrosoft CorporationTechnology13.32%
Fourth at $3.21T, Azure AI leader with OpenAI partnership driving enterprise AI adoption. 15.2% weight reflects its position as the enterprise AI cloud standard with Copilot integration across products.
AMZNAmazon.com, Inc.Consumer Cyclical11.31%
Fifth at $2.72T, AWS provides AI infrastructure and services (Bedrock, SageMaker) to enterprises. 12.9% weight reflects its cloud AI market share and AI-driven logistics/retail operations.
AVGOBroadcom Inc.Technology8.26%
Sixth at $1.99T, supplies AI networking chips and custom accelerators with 30% revenue growth. 9.4% weight reflects its critical but specialized role in AI data center connectivity and infrastructure.
METAMeta Platforms, Inc.Communication Services7.12%
Seventh at $1.72T, building open-source AI models (Llama) and AI-driven ad platform. 8.1% weight reflects its AI infrastructure investments and AI-powered content recommendation at scale.
TSLATesla, Inc.Consumer Cyclical6.06%
Eighth at $1.46T, pioneering autonomous driving AI and robotics (Optimus, FSD). 6.9% weight reflects its position as the smallest in the set but a leader in applied AI for autonomy and manufacturing.
weighting · market_cap · cap=25%
rebalance · quarterly

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