Portfolio Overview

Strategy in Brief

Maxim 30 is an AI-picked collection of U.S. growth names that balances proven market leaders with disruptive innovators. Core mega-caps like Apple, Microsoft, and Amazon provide durable engines of growth across AI, cloud, and digital platforms. High-growth disruptors such as Tesla, Palantir, and AMD add exposure to transformative themes in EVs, semiconductors, e-commerce, data, and fintech. Consumer and healthcare picks like UnitedHealth, Netflix, and Booking.com expand reach into resilient demand sectors, while financial leaders Visa and Mastercard reinforce cash generation.

Focus Themes

  • AI, cloud, and data infrastructure powering secular growth.
  • Consumer platforms with compounding engagement and monetization.
  • Disruptive fintech and digital health challengers expanding TAM.
  • Balanced diversification across technology, consumer, and healthcare demand.

How We Use It

The Maxim 30 serves as our flagship AI signal—an actionable list for investors seeking concentrated exposure to the strongest themes in technology and innovation. It anchors product experiences, powers weekly notes, and acts as the comparison point for alternative AI ensemble lists.

What's in this portfolio

Top Holdings

Methodology

Maxim adjusted the weight of 30 stocks in these four steps so the list keeps its AI heavyweights but still leaves room for newer names.

  1. Start with market cap. We pull the raw market-cap weights first, making NVIDIA, Microsoft, Apple, and Alphabet as the biggest pieces because they are the largest companies in the mix.
  2. Apply 10% / 2% guardrails. Any stock above 10% gets trimmed and anything below 2% gets topped up. The extra weight from the cuts is shared across the names that need it, which keeps mid-sized positions like Palantir, AMD, and Shopify from getting too small.
  3. Adjust for year-to-date results. Stocks that are up year-to-date get a 20% boost. Names that are down get a 20% cut. Winners like NVIDIA, Amazon, and Broadcom stay a little larger, while laggards such as PayPal, Verizon, and Roku shrink toward the bottom of the list.
  4. Re-cap and normalize. We run the 10% / 2% check one more time and scale everything so the weights add back to 100%. That leaves the top six holdings at about 69% of the portfolio and spreads the rest across 24 supporting names.

These simple steps let Maxim lean into the biggest AI platforms while still holding a broad mix of software, consumer, healthcare, and fintech stocks.

Top Movers

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Highlights

AI Compounding

Combines hyperscalers, chipmakers, and software platforms to capture expanding AI spend.

Consumer Platforms

Owns dominant engagement engines where data, advertising, and subscriptions reinforce flywheels.

Resilient Diversifiers

Healthcare, fintech, and travel holdings balance cyclical risk while maintaining secular growth.