Healthcare (Continuation)

Phreesia

PHR

AI for patient intake, registration, and engagement optimization

6.34% YTD Return

Relay Therapeutics

RLAY

Uses AI for designing drugs targeting dynamic proteins

21.78% YTD Return

Siemens Healthineers

SHL.F

AI in imaging and diagnostics for personalized healthcare solutions

14.23% YTD Return

Tempus Labs, Inc.

N/A

AI-powered genomic data for personalized cancer treatment

N/A

Zebra Medical Vision

NNOX

AI-powered imaging for disease detection, acquired by Nanox

11.78% YTD Return

Logistics

Kodiak Robotics, Inc.

N/A

Developing AI systems for autonomous trucking

N/A

Nuro, Inc.

N/A

AI-powered robots for last-mile delivery logistics

N/A

Plus.ai, Inc.

N/A

AI-powered trucking and logistics optimization

N/A

Marine Transportation

Sea Machines Robotics, Inc.

N/A

AI in autonomous marine vessels and navigation systems

N/A

Retail

Amazon.com, Inc.

AMZN

AI-driven logistics optimization and personalized retail experiences

11.23% YTD Return

Technology

AMD (Advanced Micro Devices, Inc.)

AMD

Produces GPUs and AI accelerators, critical for model training

33.21% YTD Return

Alphabet Inc. (Google)

GOOGL

Parent company of Waymo and DeepMind, leveraging AI for search, cloud, and autonomy

45.67% YTD Return

Anthropic

N/A

Privately held AI safety and research company

N/A

C3.ai, Inc.

AI

AI in enterprise software for predictive analytics and optimization

27.65% YTD Return

Comma.ai, Inc.

N/A

Open-source AI systems for driver assistance

N/A

Google DeepMind

N/A

AI research division focusing on advanced deep learning models

N/A

Intel Corporation

INTC

Produces CPUs and AI accelerators for data centers and consumer devices

9.87% YTD Return