Arithmos AI Picks and Shovels Index, Growth and Scale Blended
20+34.6x“Arithmos AI Picks & Shovels Index (AI chips, memory, networking, servers and data-centre cooling) Start from these holdings and adjust: NVDA 10.7%, 2330.TW 10.7%, MU 8.0%, 000660.KS 7.1%, AVGO 7.1%, 005930.KS 5.4%, 285A.T 5.4%, AMD 5.4%, ASML.AS 5.4%, DELL 4.5%, ANET 4.5%, LRCX 3.6%, AMAT 3.6%, 2454.TW 3.6%, 6857.T 3.6%, 8035.T 2.7%, 2308.TW 2.7%, GEV 2.7%, SU.PA 1.8%, ABBN.SW 1.8%.”
2026-10-21The Huang Index, NVIDIA's Critical Dependency Chain (Sole-Source & Ecosystem Tilt)
20+24.9x“The Huang Index - companies jensen is reliant on”
2026-10-16Elon Flying Cars Index, eVTOL Pure-Plays + Aerospace/Avionics Enablers (Risk-Capped)
12+10.1x“Elon Flying Cars Index”
2026-10-16Satellite Connectivity Challengers, SpaceX-Rival Broadband & Data Index (Conviction-Tilted)
10+211%“Space stocks that will provide data and internet connection to consumers and businesses that will rival SpaceX”
2026-10-11Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend)
9−163%“Based off andy burnham's recent non compete clause create me an index”
2026-10-09AI Infrastructure Stack, Compute, Networking & Power (Cap+Growth Blended)
15+39.6x“Companies building the infrastructure behind AI”
2026-09-25Future of AI, Global 20 (Cap + Growth Tilted)
20+31.4x“Companies building the future of AI”
2026-09-24UK AI Beneficiaries Index, Momentum & Growth Tilted (12 names)
12+53%“British AI companies that will benefit from the AI boom?”
2026-09-17UK AI Leaders Index, Growth & Quality Tilted (12 names)
12−25%“Build me an index of the best british ai companies to invest in”
2026-09-13AI Companion Mass-Market Beneficiaries, Scale & Growth Tilted
12+28.0x“if AI companions become a mass consumer category, who benefits?”
2026-09-05AI Companion Mass-Market Beneficiaries, Compute & Consumer Ecosystem (Size/Growth Blend)
8+31.7x“if AI companions become a mass consumer category, who benefits?”
2026-09-05AI Regulation Beneficiaries, AI Infrastructure & Governance Leaders (Size-Tilted)
10+30.9x“build me an index of companies benefit from ai regulation - include nvidia”
2026-09-02AI Regulatory Resilience, Incumbent & Compliance Leaders (Scale-Tilted)
8+692%“Best positioned investments if AI regulation tightens”
2026-09-02London Robotaxi Adoption Leaders, Conviction-Weighted
8+22.3x“If driverless taxis like Waymo take off in london, which companies are best to invest in to?”
2026-08-23Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt
9+242%“If this war drags on and the hormuz stays shut for another year, build me an index of the best unexpected companies to invest in?”
2026-08-21AI Power Boom Winners, US Power & Grid Infrastructure (Size-Growth Tilted)
12+880%“Whilst everyone focuses on chips, which companies can i invest in who will emerge as winners from the AI power boom?”
2026-08-20Flying Taxis & Physical AI Beneficiaries, Growth-Tilted 12
12+21.3x“If flying taxis and physical AI become mainstream over next 10 years which public companies are best positioned to benefit?”
2026-08-20Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)
15+83%“So I’m wary about data centres as it might be a bubble, I’m expecting a land invasion in Iran so shorting oil, however not too commodity heavy”
2026-08-08Global Defence Primes, Size & Growth Tilted (12 Holdings)
12+221%“Companies that benefit if defence spending increases”
2026-08-07Pelosi Portfolio Index, Mega-Cap Tech Leaders (Size-Tilted, 12% Capped)
14+22.6x“Build an index based off nancy pelosis holdings”
2026-08-04Global Physical AI Leaders Index, Size & Quality Tilted
15+30.1x“Build me an index of the best physical AI companies to invest in”
2026-08-04Global Physical AI Leaders Index, Size & Growth Tilted
15+25.6x“Build me an index on the best physical AI companies to invest in”
2026-08-04Robots Make Everything by 2036, AI & Automation Leaders
20+24.0x“Build me an index based off elon being right that robots will make everything by 2036”
2026-07-28Argentina World Cup 2026 Sentiment Index, Top 10 ADRs
10−203%“Show me the stocks that will go up if argentina win the world cup 2026”
2026-07-18Argentina World Cup Victory Index, 2026 Final Thematic
12−19%“Show me the stocks that will go up if Argentina beat spain in the world cup 2026 final?”
2026-07-17World Cup 2026: Argentina vs Spain National Champions Basket
10−84%“Show me the stocks that will go up in value if argentina win the world cup 2026 against spain”
2026-07-17Argentina World Cup Victory Index, 2026
10−48%“Show me the stocks that will go up if argentina win the world cup 2026 against spain”
2026-07-17Iran Conflict Beneficiaries, Defense, Energy & Cybersecurity Top 20
20+458%“20 up and coming companies that will benefit from war with iran”
2026-07-11Safe Tech Giants Index, Low-Volatility Weighted
8+448%“im new to investing and want a safe investment, tell me about good tech investments\”
2026-07-07Top 10 High-Leverage Indian Stocks, Debt-to-Equity Tilted Index
10+911%“Top 10 high leverage Indian stocks to invest in”
2026-07-04Top 20 Unlikely-to-Succeed Index, Distressed Quality Score Weighted
20−85%“build me an index on the most unlikely companies to be successful”
2026-06-21Top 10 AI Job Displacement Beneficiaries, Growth-Tilted
10+25.0x“Companies most likely to benefit from job losses due to AI”
2026-06-12Anti-AI Resilience Index, Low-Beta & Size Tilt
12+145%“build me an index of best anti AI companies”
2026-06-02
