Dan Ives added Dell Technologies Inc. (NYSE:DELL) and Space Exploration Technologies Corp. (NASDAQ:SPCX) to his Ives AI 30 "Winner List" while removing Oracle Corp. (NYSE:ORCL) and Pegasystems Inc. (NASDAQ:PEGA) ahead of an expected rebalance of the Dan IVES Wedbush AI Revolution ETF (NYSE:IVES).
Portfolio Updates Ahead Of Fund Rebalance
Ives announced the updates following the release of his latest Ives AI 30 Research Report, adding Dell and SpaceX to the tracked portfolio and replacing Oracle and Pegasystems.
The exchange-traded fund, which reflects the company selections and weightings from Ives’s research, is expected to rebalance its portfolio holdings in the coming days.
Research Role Across Yorkville And Wedbush
The adjustments mark the migration of the Ives AI 30 research to Yorkville Ives & Co., LLC, where Ives serves as Partner and Senior Managing Director. Despite his move to Yorkville Ives, he continues to lead company selection and research for the IVES ETF through an ongoing collaboration with Wedbush Fund Advisers LLC (WFA).
WFA continues to serve as investment adviser to both funds under the franchise, representing more than $1 billion in combined assets.
“The purpose of IVES is to give investors a way to participate in the evolution of the AI economy through a portfolio driven by Dan’s research,” said Matthew Bromberg, Chief Operating Officer at WFA.
Bromberg added that WFA’s role is to ensure Ives’s market insights translate into an investment vehicle targeting “where the AI opportunity is moving next.”
Expanding Into The ‘Next Wave’ Of Tech
Ives framed the portfolio updates around accelerating infrastructure spending and emerging technology cycles across the broader market.
“We believe we are still only in the third inning of the AI revolution, with trillions of dollars of capital set to be spent as this buildout continues,” Ives said.
“We are now starting to see the second, third and fourth derivatives of AI play out across the technology ecosystem, and our latest Ives AI 30 research reflects where we see the next wave of opportunities emerging.”
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