Portfolio Overview

Strategy in Brief

The ChatGPT universe leans hard into generative AI adoption, championing the stack from hyperscale cloud to AI-enabled software. NVIDIA, Apple, Amazon, and Meta anchor the list with massive R&D budgets and AI-native revenue streams, while complementary names stretch into developer tooling, productivity, and consumer platforms. Concentrated weights keep attention on the clearest beneficiaries of inference at scale and the workloads it unlocks.

Focus Themes

  • Compute, storage, and networking infrastructure powering generative AI workloads.
  • Ecosystems that monetize AI assistants across productivity, commerce, and entertainment.
  • Platform companies with data flywheels reinforcing AI personalization and automation.
  • Selective industrial exposure to robotics and automation driven by AI advancements.

How We Use It

This ChatGPT list is our benchmark for OpenAI-aligned picks. It highlights the companies most often surfaced in ChatGPT investment prompts and acts as a contrast to Anthropic, Google, and xAI themed lists inside the Maxim platform.

What's in this portfolio

Top Holdings

Methodology

ChatGPT adjusted the weight of each stock so the biggest AI companies stay out in front while the rest of the list still matters.

  1. Start with market cap. We begin with plain market-cap weights, making NVIDIA, Apple, Amazon, Meta, and Broadcom the largest slices.
  2. Apply 10% / 2% guardrails. Anything above 10% gets trimmed and anything below 2% gets topped up. The excess weight is spread across the rest, so mid-tier names like AppLovin, Lam Research, CrowdStrike, Snowflake, and Howmet land at 2.45%.
  3. Adjust for year-to-date results. Winners get a 20% bump and laggards take a 20% trim. NVIDIA and Broadcom keep a bit more of the spotlight, while PayPal and Credo slide closer to the floor.
  4. Re-cap and normalize. We run the 10% / 2% check again and scale everything so the weights total 100%. The top ten end up around 70% of the basket and the other thirteen names split the remaining 30%, including software, fintech, and space-tech picks like Rocket Lab and Western Digital at 2.45%.

Top Movers

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Highlights

Generative AI Core

Ownership concentrates on vendors commercializing AI copilots, assistants, and creative tooling.

Hyperscale Spine

Cloud leaders absorb the capital intensity of training while unlocking recurring inference revenue.

Platform Distribution

Mobile, social, and e-commerce ecosystems enable rapid deployment of AI-enhanced user experiences.