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.
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown for the 'AI Upskilling Marketplaces' basket, showing total cap and individual constituents.
UDMY: $1.08B
UPWK: $2.21B
PATH: $8.65B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
UPWORK INC
UPWK
Current Price
$8.75
Its work marketplace connects businesses with freelancers, many of whom possess advanced AI skills, driving the need for a continuously upskilled tale...
Its work marketplace connects businesses with freelancers, many of whom possess advanced AI skills, driving the need for a continuously upskilled talent pool.
DUOLINGO INC
DUOL
Current Price
$147.60
This company's AI-driven language-learning platform serves as a model for personalized, technology-based education that is central to the upskilling t...
This company's AI-driven language-learning platform serves as a model for personalized, technology-based education that is central to the upskilling theme.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+31.60%
On average, analysts expect assets in this group to grow 31.6% over the next year.
8 of 13 assets in this group are rated Buy by professional analysts.
