This carefully selected group of stocks represents companies at the forefront of AI's impact on search technology. Handpicked by our professional analysts, these investments offer exposure to both established tech giants defending their territory and innovative newcomers disrupting traditional search models.
Published on July 21
We may be witnessing a historic transformation in how billions of people access information online. These companies are at the forefront of this multi-billion dollar disruption.
While big tech dominates headlines, this collection includes lesser-known innovators developing specialized AI search solutions that could become acquisition targets or breakout successes.
AI search transformation is just beginning. These carefully selected companies represent both established players adapting to change and newcomers with potential for significant growth as the revolution unfolds.
AI is fundamentally changing how we discover information online. Traditional search engines face challenges from new AI-powered alternatives, creating opportunities for both established tech giants adapting to this shift and emerging companies with innovative search solutions.
This collection includes companies across the entire search ecosystem: market leaders, challengers, specialized search platforms, and firms providing the essential infrastructure and advertising technology that powers AI-based search experiences.
These companies were specifically selected to provide balanced exposure to this technological transition. They represent both defensive positions in established leaders and growth potential in innovators positioned to capture market share in the evolving search landscape.
Summary of the basket's total market capitalisation and a concise set of investor key takeaways based on large-cap dominance.
GOOGL: $3.03T
MSFT: $3.85T
NVDA: $4.40T
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.
+6
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.
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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:
+42.03%
On average, analysts expect assets in this group to grow 42.03% over the next year.
14 of 15 assets in this group are rated Buy by professional analysts.
