What does "upskilling" mean in the context of this stock group?

Upskilling refers to the process of teaching employees new skills or improving existing ones, particularly in response to technological changes. In this stock group, we're focusing on companies that provide educational platforms and services specifically designed to help workers learn AI-related skills as these technologies transform various industries.

Why are companies like Microsoft and NVIDIA included in an education-focused portfolio?

While not pure-play education companies, tech giants like Microsoft and NVIDIA are included because they're driving the adoption of AI technologies that create demand for upskilling services. Microsoft's Copilot and NVIDIA's AI chips are fundamentally changing how work is done, directly creating the need for workforce training that other companies in this portfolio provide.

What are "AI copilots" mentioned in the portfolio description?

AI copilots are AI-powered assistants integrated into software applications that help users complete tasks more efficiently. Examples include Microsoft's Copilot (formerly GitHub Copilot), which helps programmers write code, or similar tools for writing, data analysis, or design work. These tools are changing how people work, creating immediate demand for training as companies adopt them.

How does this portfolio differ from a general tech or education technology investment?

Unlike broad tech or edtech portfolios, this collection specifically targets the intersection of AI adoption and workforce development. It includes both the platforms providing the training (like Udemy) and the companies driving the need for that training (like Microsoft), offering a focused play on the economic transformation created by AI integration across industries.

What is "generative AI" and why does it matter for these stocks?

Generative AI refers to artificial intelligence systems that can create new content like text, images, code, or music based on what they've learned from existing data. Tools like ChatGPT and DALL-E are examples. These technologies are rapidly being integrated into workplace tools, creating an urgent need for employee training. Companies in this portfolio either provide this training or are driving the adoption that necessitates it.

15 handpicked stocks

AI Upskilling Marketplaces

Discover companies building the educational infrastructure for our AI-driven future. These carefully selected stocks represent platforms that are helping professionals and businesses adapt to technological transformation through specialized training and skill development.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17