AlphaOS

AI Boom

Multi-year investment theme · Current Ideas attach below · Not investment advice

ETFs with Exposure

AIQ

Global X Artificial Intelligence & Technology ETF

Theme weight: 10000.0%

XSD

State Street SPDR S&P Semiconductor ETF

Theme weight: 3400.0%

XLK

Technology Select Sector SPDR Fund

Theme weight: 3079.0%

SPY

SPDR S&P 500 ETF Trust

Theme weight: 2080.0%

QQQ

Invesco QQQ Trust

Theme weight: 2000.0%

UPRO

ProShares UltraPro S&P500

Theme weight: 760.0%

TQQQ

ProShares UltraPro QQQ

Theme weight: 324.0%

Companies(5 of 114)

Market Leaders5

Meta Platforms, Inc.META · Communication Services$1.4TAdvanced Micro Devices, Inc.AMD · Technology$910BAlphabet Inc.GOOG · Communication Services$4.1TMicrosoft CorporationMSFT · Technology$2.9TMicron Technology, Inc.MU · Real Estate$1.1T

Related Industries

advertising agenciesinternet content informationinternet retailinformation technology servicessoftware applicationfinancial data exchangeshealth information servicessoftware infrastructureelectronics computer distributionutilities independent powercommunication equipmentcomputer hardwaresemiconductor equipment materialsuraniume commerce

AI Boom research

Related & Connected

Beneficiaries

Related

10 relationships mapped to this entity

Suppliers, customers, competitors and themes traced through the Knowledge Graph — with the confidence score behind each link.

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Beneficiary maps

Theme data derived from AlphaOS Knowledge Graph and ETF holdings analysis. Content is for research and education only — not investment advice.