- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- Vertiv Holdings LLC Class A (VRT)
Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.