It is a bet that Tramp's renewed portfolio has effectively won America's AI race. Keep it.
The biggest share is in Nvidia — 10.0%, followed by Tesla — 9.0% and Apple — 8.5%.
Other notable names:
- Boeing: 7.5%
- Exxon Mobil: 7.0%
- JPMorgan: 6.5%
- Palantir: 6.0%
- Dell: 5.5%
- Goldman Sachs: 5.0%
- Intel: 5.0%
All major positions are either AI investments, major US financial firms, or local industrial companies.
$INTC $JPM $DELL
The biggest share is in Nvidia — 10.0%, followed by Tesla — 9.0% and Apple — 8.5%.
Other notable names:
- Boeing: 7.5%
- Exxon Mobil: 7.0%
- JPMorgan: 6.5%
- Palantir: 6.0%
- Dell: 5.5%
- Goldman Sachs: 5.0%
- Intel: 5.0%
All major positions are either AI investments, major US financial firms, or local industrial companies.
$INTC $JPM $DELL
