Strategy
AI stocks
The companies powering the AI buildout — chips, foundries, EDA tools, networking, cloud hyperscalers, AI-native software, and power/cooling infrastructure.
These strategies are RULE-BASED PROXIES named after well-known investors as a recognizable shorthand for each philosophy. They are NOT those investors' actual portfolios, holdings, or recommendations. The names are used purely as labels for the underlying screening criteria, which are listed in full on every page. ActaClear has no affiliation with any of the named investors. Past performance does not guarantee future results. This is not investment advice — always do your own due diligence.
The exact criteria
- ✓Chips & accelerators: NVDA, AMD, AVGO, MRVL, INTC, ARM
- ✓Foundry, memory, equipment: TSM, MU, ASML, AMAT, LRCX, KLAC
- ✓EDA tools: CDNS, SNPS, ANSS
- ✓Hyperscalers buying the chips: MSFT, GOOG, META, AMZN, ORCL
- ✓AI-leveraged software: PLTR
- ✓Networking & optical: ANET, COHR, LITE
- ✓Power, cooling, servers: SMCI, VRT, ETN
Curated list — 27 tickers, hand-maintained. No screener, no rules.
In the list (26)
The list reflects today's knowledge of who's in this group. See the hindsight warning on the backtest below.
| Rank | Company | Latest revenue | 5y avg ROE | 5y avg net margin | D/E |
|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORP | $215.94B | 58.1% | 42.5% | 0.05 |
| 2 | AMD ADVANCED MICRO DEVICES INC | $34.64B | 13.7% | 9.5% | 0.04 |
| 3 | AVGO Broadcom Inc. | $63.89B | — | — | — |
| 4 | MRVL Marvell Technology, Inc. | $8.19B | 0.8% | -1.8% | 0.28 |
| 5 | INTC INTEL CORP | $52.85B | 2.2% | 1.0% | 0.39 |
| 6 | TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.81T | 29.5% | 41.3% | 0.01 |
| 7 | MU MICRON TECHNOLOGY INC | $37.38B | 7.6% | 7.6% | 0.26 |
| 8 | ASML ASML HOLDING NV | — | — | — | — |
| 9 | AMAT APPLIED MATERIALS INC /DE | $28.37B | 43.1% | 25.6% | 0.32 |
| 10 | LRCX LAM RESEARCH CORP | $18.44B | 64.6% | 26.8% | 0.38 |
| 11 | KLAC KLA CORP | $12.16B | 116.6% | 32.0% | 1.25 |
| 12 | ARM ARM HOLDINGS PLC /UK | — | — | — | — |
| 13 | ANET Arista Networks, Inc. | $9.01B | 29.7% | 34.9% | — |
| 14 | CDNS CADENCE DESIGN SYSTEMS INC | $5.30B | 28.8% | 23.0% | 0.45 |
| 15 | SNPS SYNOPSYS INC | $7.05B | 16.4% | 22.9% | 0.48 |
| 16 | ORCL ORACLE CORP | $57.40B | 309.0% | 21.6% | 4.17 |
| 17 | MSFT MICROSOFT CORP | $281.72B | 36.9% | 35.9% | 0.12 |
| 18 | GOOG Alphabet Inc. | $402.84B | 28.5% | 27.2% | 0.11 |
| 19 | META Meta Platforms, Inc. | $200.97B | 28.6% | 30.1% | 0.27 |
| 20 | AMZN AMAZON COM INC | $716.92B | 18.2% | 6.4% | 0.23 |
| 21 | PLTR Palantir Technologies Inc. | $4.48B | -0.4% | 1.7% | — |
| 22 | SMCI Super Micro Computer, Inc. | $21.97B | 20.1% | 6.0% | 0.74 |
| 23 | VRT Vertiv Holdings Co | $10.23B | 25.0% | 5.9% | 1.19 |
| 24 | ETN Eaton Corp plc | $27.45B | 17.2% | 13.4% | 0.45 |
| 25 | COHR COHERENT CORP. | $5.81B | 1.2% | 1.8% | 0.62 |
| 26 | LITE Lumentum Holdings Inc. | $1.65B | -9.2% | -3.6% | 2.26 |
How would this strategy have performed?
Equal-weight across all 27 list members, rebalanced every six months back to equal weight, vs SPY. Read the caveats below.
This list reflects today's understanding of who's in the AI buildout. Several of these names (PLTR's AI pivot, VRT's data-center cooling demand, COHR's AI optics) only became 'AI stocks' in the public imagination over the last 2-3 years. A 5-year backtest captures that re-rating with the benefit of hindsight — real-time investors couldn't have known to overweight them in 2021. Treat returns as illustrative, not predictive.
- Survivorship bias: we only see companies that exist in our database today. Anything that was acquired, went bankrupt, or got delisted is invisible. This systematically OVERSTATES historical returns for any rule-based screen — losers are removed.
- Look-ahead bias (v1): picks are chosen with today's fundamentals, not the fundamentals that were public at the start of the lookback. A true point-in-time backtest is on the roadmap.
- Price freshness: end prices are the most-recent value in our database, which may lag the live market by weeks for less-popular tickers.
- Equal-weight, no rebalancing, no transaction costs, no taxes, no dividends reinvested. This is a free rule-based simulation, NOT a track record and NOT investment advice.
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