AI Renaissance Model
Investing in the AI Revolution
Artificial intelligence (AI) is increasingly recognized as a major technological advancement with the potential to influence multiple industries and areas of the global economy. Advancements in machine learning, data processing, and computing infrastructure are contributing to the continued development and adoption of AI-related technologies. (For more information, Click Here.)
Purpose-Built AI Investment Strategy
The AI Renaissance investment approach was developed to provide a more comprehensive framework for gaining exposure to the expanding AI ecosystem. While many ETFs and mutual funds focus on traditional AI technology companies, this strategy seeks to broaden exposure to include areas that support AI’s underlying infrastructure.
Our investment universe includes:
- Data centers (via REITs)
- Nuclear power generation (via Utilities)
- The uranium supply chain (via Commodities)
These sectors represent components that may play an important role in enabling AI-related growth and functionality.
Designed for Balance and Opportunity
At the core of our AI portfolio are established, innovation-driven companies with strong financial foundations. These holdings are complemented by targeted allocations to firms involved in developing or applying AI-related technologies.
The strategy includes exposure to:
- Companies developing AI software, hardware, and tools
- Businesses integrating AI to improve operational efficiency or expand market opportunities
- AI-focused ETFs that provide diversified, thematic exposure to the broader sector
This diversified structure is intended to help manage risk while seeking participation in potential AI-related growth opportunities.
Current Target Allocation:
| Category | Allocation | Description |
| Core Holdings Sleeve | 40% | Large-cap companies with established operations and active AI investment initiatives. |
| AI Software & Hardware | 18% | Companies developing enabling technologies and platforms for AI. |
| AI Beneficiaries | 10% | Firms positioned to benefit indirectly from AI adoption. |
| AI-Focused ETFs | 20% | Thematic funds providing diversified exposure across the AI landscape. |
| Infrastructure & Cash | 12% | Investments in data infrastructure, energy generation, and liquidity reserves for flexibility. |
Actively Managed with a Long-Term View
This portfolio is actively managed, with allocations periodically reviewed and adjusted as market conditions and technology trends evolve. It is available in both qualified and non-qualified account formats and can be implemented as a sleeve within a broader Unified Managed Account (UMA) structure.
Disclosures:
- The AI-Renaissance strategy is intended for long-term investors and may not be suitable for all individuals.
- Diversification does not guarantee a profit or protect against a loss in a declining market.
- Investing within the AI sector does not guarantee a profit or protect against a loss in a declining market. Investing in companies with higher valuations can magnify losses in declining markets.
- All investments are subject to risk, including the possible loss of principal.
- International investments may involve additional risks, including currency fluctuations and political or economic instability.
- Past performance of any investment - stock, bond, mutual fund, or ETF, is not a guarantee of future results.
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