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UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names)
By Aman JhaMade 17 Sept 202612 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
British AI companies that will benefit from the AI boom?
- How much of each
- Hand-picked amounts
- Most in one company
- 15%
- Refreshed
- Every 6 months, next 17 Mar 2027
What’s inside
12 companies across 4 industries. The biggest is Computacenter Plc at 14%. No company can be more than 15%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 15%Rebalance: semiannual
Company pages
Each company’s price history, and the other portfolios that hold it.
- Computacenter Plc
- Renishaw plc
- Oxford Instruments plc
- nVent Electric plc
- Kainos Group PLC
- Softcat Plc
- Sage Group plc
- London Stock Exchange Group plc
- RELX PLC
- BAE Systems plc
- Halma plc
- Smiths Group Plc
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 UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names)
What stocks are in UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names)?
It holds 12 companies. The largest are Computacenter Plc (CCC.L), Renishaw plc (RSW.L), Oxford Instruments plc (OXIG.L), nVent Electric plc (NVT) and Kainos Group PLC (KNOS.L), followed by SCT.L, SGE.L, LSEG.L, REL.L and BA-.L. Most of the money is in technology services, electronic technology and commercial services.
How has UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names) performed?
−1.4% since it was made, +34.0% over the past year against +14.4% for the S&P 500, +25.6% 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 UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names) weighted?
Each company's share was set individually from the data. No company can be more than 15% of the portfolio. The biggest holding is Computacenter Plc (CCC.L) at 14.0%.
Can I invest in UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names)?
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.
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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.
