Portfolio Overview

Strategy in Brief

Grok 30 captures xAI’s taste for frontier technologies—mixing hyperscale compute with electrification, advanced manufacturing, and space infrastructure. NVIDIA and Microsoft anchor the software stack, while Tesla, SpaceX-adjacent suppliers, and energy transition names add exposure to real-world deployment.

Focus Themes

  • High-performance compute platforms enabling large-scale model training.
  • Electrification, EV ecosystems, and battery value chains.
  • Space, satellite, and communications networks extending AI reach.
  • Industrial automation and robotics for physical-world intelligence.

How We Use It

Grok 30 maps Elon Musk’s AI ambitions beyond software. It serves investors who want to combine AI exposure with energy transition, mobility, and space innovation themes.

What's in this portfolio

Top Holdings

Top Movers

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Highlights

Frontier Stack

Connects AI compute with EVs, space, and energy systems—mirroring xAI’s product roadmap.

Hardware Gravity

Elevated hardware and energy exposure complements software-heavy AI portfolios.

Physical World AI

Prioritizes companies enabling robotics, autonomous mobility, and edge intelligence.