Twenty positions spanning the full AI stack — the networking and lithography that make training possible, the labs building frontier models, and the applied businesses putting those models to work.
Advertising revenue funding one of the largest open-weight model programmes.
High-speed Ethernet switching that connects GPUs into training clusters.
The only maker of the EUV lithography machines advanced chips require.
The frontier lab behind the GPT model family.
xAI’s assistant, trained on its own large GPU cluster and wired into X.
A Chinese frontier lab known for multimodal and long-context models.
Chinese computer vision and large-model platform, listed in Hong Kong.
Robotaxi and autonomous trucking operator with permits in China and the US.
Human-annotated training and evaluation data for machine learning.
Edge video analytics sold largely into US government and public safety.
OpenAI’s consumer and enterprise assistant — the application layer, not a separate company.
AI-assisted cross-border freight matching between Mexico and the United States.
AI-driven recruitment and insurance agent networks operating in China.
ByteDance’s AI video editing suite — a product inside a private group.
Database incumbent turned AI training-capacity landlord.
Alibaba Cloud and the Qwen open-weight model family.
Hybrid cloud, consulting and the Granite enterprise model family.
Creative Cloud subscriptions plus the commercially-licensed Firefly models.
A GPU cloud built specifically for large-scale model training.
Driverless long-haul freight on US interstate corridors.
These four tiers apply across every instrument on the indices (ai) desk. The amount you deposit does not just change position size — it changes how the position is managed, how long it is held, and what reporting comes with it.
Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.
Deposit at ExplorerA direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.
Deposit at AcceleratorA concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.
Deposit at FrontierLong-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.
Deposit at Venture