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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.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'AI Upskilling Marketplaces' basket, showing total cap and individual constituents.

Key Takeaways for Investors:
  • Large-cap concentration tends to reduce volatility and produce more stable returns, resembling broad-market exposure.
  • Can serve as a core holding, offering stable equity exposure rather than a speculative growth position.
  • Likely to deliver steady, long-term appreciation rather than explosive short-term gains.
Total Market Cap
  • UDMY: $1.08B

  • UPWK: $2.21B

  • PATH: $8.65B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies are positioned at the intersection of education technology and AI adoption. As businesses rapidly integrate automation and AI tools, there's a growing demand for platforms that can efficiently retrain workforces, creating a long-term opportunity for specialized education providers.

2

What You Need to Know

This collection represents a growth-oriented investment in workforce evolution. These companies offer everything from individual online courses to enterprise-wide training solutions, all designed to close the widening technology skills gap as AI transforms industries.

3

Why These Stocks

Each company was selected for its role in building educational infrastructure for the modern economy. The portfolio includes both specialized learning platforms and major tech companies driving AI adoption, creating a balanced exposure to this transformative trend.

Why You'll Want to Watch These Stocks

🚀

Riding the AI Revolution

As businesses race to adopt AI tools, these companies are uniquely positioned to benefit from the urgent demand for workforce training. This isn't a passing trend—it's a fundamental economic shift.

💡

The Skills Gap Opportunity

With millions of workers needing new technical skills, these platforms are addressing a critical market need. Companies that can effectively deliver AI training at scale have significant growth potential.

🔍

Hidden Tech Infrastructure Play

While everyone focuses on AI hardware and software, these companies represent the often-overlooked "human infrastructure" component of the AI revolution that could deliver surprising returns.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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