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Steven
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FUTURUM AI 15 REBALANCE
We just completed the second quarterly rebalance of the Futurum AI Fifteen which is our curated list of non–Mag 7 companies we believe are building the next layer of AI infrastructure:
• Control Layer: $AMD, $INTC, $AMKR, $MU, $AVGO, $ALAB, $ASML, $TSM
• Operating Layer: $PLTR, $PANW, $CRWD, $NET, $PSTG
• Utility Layer: $NBIS, $IREN
Honorable mentions: $ARM, $ORCL, $SNOW, $MDB, $OKLO

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