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AI Regulation Beneficiaries Index, Size & Growth Tilted
By AJMade 8 Jul 202616 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
Show me the companies that will benefit from AI regulation
- How much of each
- Hand-picked amounts
- Most in one company
- 10%
- Refreshed
- Every 3 months, next 8 Oct 2026
What’s inside
16 companies. The biggest is MSFT at 10%. No company can be more than 10%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 10%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 Regulation Beneficiaries Index, Size & Growth Tilted
What stocks are in AI Regulation Beneficiaries Index, Size & Growth Tilted?
It holds 16 companies. The largest are MSFT, GOOG, AMZN, NVDA and META, followed by AVGO, ORCL, PANW, CSCO and CRWD.
How has AI Regulation Beneficiaries Index, Size & Growth Tilted performed?
+5.3% since it was made, +24.8% over the past year against +14.4% for the S&P 500, +308.6% 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 AI Regulation Beneficiaries Index, Size & Growth Tilted weighted?
Each company's share was set individually from the data. No company can be more than 10% of the portfolio. The biggest holding is MSFT at 10.0%.
Can I invest in AI Regulation Beneficiaries Index, Size & Growth 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.
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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.
