Artificial Intelligence (AI) & Automation
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Artificial Intelligence (AI) & Automation
Our AI & Automation share basket groups leaders across chips, cloud and enterprise software. It includes NVIDIA, AMD, Intel and Super Micro Computer (AI hardware), Broadcom and Oracle (infrastructure), plus Microsoft, Alphabet and Amazon (hyperscale AI platforms). On the application side are Palantir, C3 AI, Salesforce, ServiceNow and UiPath, with Rockwell Automation, Zebra Technologies and Intuitive Surgical bringing AI to factories and healthcare. Trade one ticket for diversified exposure to the AI build-out and automation trend.
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