AI ETF Dashboard
Cross-fund signals across all 9 AI-managed ETFs — what they're collectively buying, selling, and holding with conviction.
Per-ETF portfolio changesQRFT lifted NVDA (NVIDIA CORP) by 0.30 pts (8.47% → 8.77%).
PQNT is the only AI ETF holding ASML (ASML Holding N.V. - New York Re), and it sits at 3.44% of the fund — a contrarian call no other AI ETF is making.
KLAC had 5 AI ETFs converge on it (AIEQ, AMOM, LQAI, PQUS, QRFT). It has fallen 89.0% since.
Buy consensus
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Sell consensus
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Conviction picks
Stocks held by three or more AI ETFs simultaneously — the strongest cross-fund agreement.
Fresh entries
Names that just appeared in any AI ETF in the past 7 days.
Sector money map
How the 9 AI ETFs' dollars split by sector, coloured by 13-week price momentum. The outer ring breaks tech into its sub-industries, so you can see it's the chip complex — not software — carrying the gains.
- 📉Semiconductors11.1%+4.7%
- 📉Industrials · other7.3%+1.6%
- 🌱Other · other6.6%-1.6%
- 📉Tech Hardware & Storage6.5%+46.5%
- 🔥Financials · other6.1%+6.3%
- 🔻IT · other4.8%-6.9%
- 🔻Cons Disc · other4.5%-5.2%
- 🌱Comm Svc · other3.9%-6.6%
- 🔥Cons Staples · other3.5%+1.5%
- 📉Interactive Media3.5%+3.0%
- 🔥Systems Software3.4%+8.3%
- 🔥Health Care · other3.0%+6.9%
- Banks2.6%—
- 🔥Diversified Banks2.3%+9.2%
- 🔥Pharmaceuticals2.2%+6.3%
- 🔻Materials · other2.2%-6.4%
- 🔥Energy · other2.1%+0.5%
- 🔥Broadline Retail2.0%+4.4%
- 🔻Aerospace & Defense2.0%-2.9%
- 🔻Autos1.8%-6.8%
- 📉Semi Equipment1.8%+6.7%
- 🌱Multi-Utilities1.6%-2.1%
- 🌱Application Software1.5%-8.9%
- 📉Heavy Electrical1.5%+4.1%
- 🔥Biotechnology1.4%+9.8%
- 🔥Tobacco1.3%+19.2%
- 🔻Comms Equipment1.3%-2.0%
- 🔥Exchanges & Data1.3%+1.5%
- 🔥Oil & Gas Storage & Transportation1.3%+4.2%
- 🌱Electric Utilities1.2%-3.1%
- 🌱HC Equipment1.2%-5.0%
- 🔥Oil & Gas Refining & Marketing1.2%+43.8%
- 🔥Real Estate · other1.1%+5.6%
- 🔥Investment Banking1.0%+11.1%
- 🔻Utilities · other0.2%-8.4%
- 📉Cash · other0.0%+2.0%
Where AI and a Buffett-style read diverge
6 stocks the AI ETFs are accumulating that a documented Buffett-style framework would flag as Too Hard or Fail. Educational only.