Pure-play and integration leaders in Artificial Intelligence and Machine Learning.
Our LLM engine analyzes recent news, fundamental shifts, and theme alignment to suggest real-time rebalancing.
Investments in securities market are subject to market risks. Past performance is not indicative of future results. Curated baskets are for informational purposes.
| Stock | Thesis & Rationale |
|---|---|
| PERSISTENT 25% Weight | Persistent Systems has been a pure-play leader in AI and ML, providing a range of services including AI/ML consulting, data analytics, and cloud services. Its strong focus on digital transformation and AI-driven solutions aligns well with the theme. |
| TATAELXSI 20% Weight | Tata Elxsi has been at the forefront of integrating AI and ML into its services, particularly in the automotive, aerospace, and healthcare sectors. Its commitment to innovation and R&D in AI makes it a strong fit for the theme. |
| HCLTECH 15% Weight | HCL Technologies has made significant investments in AI and ML, with a focus on developing industry-specific solutions. Its strong presence in the IT services sector and growing AI capabilities make it a suitable holding. |
| INFY 10% Weight | Infosys has been investing in AI and ML, with a focus on developing digital transformation solutions for its clients. While its AI focus is not as strong as some of the other holdings, its large size and diversified service offerings make it a relevant player in the theme. |
| LTTS 10% Weight | L&T Technology Services has been expanding its AI and ML capabilities, particularly in the areas of industrial automation and IoT. Its strong engineering heritage and growing AI focus make it a suitable holding. |
| MINDTREE 10% Weight | Mindtree has been investing in AI and ML, with a focus on developing digital transformation solutions for its clients. Its strong presence in the IT services sector and growing AI capabilities make it a suitable holding. |
| COFORGE 5% Weight | Cognyte Software is a new addition, with a strong focus on AI-driven cybersecurity solutions. Its pure-play approach to AI and ML makes it a strong fit for the theme. |
| RAMCOsystems 5% Weight | Ramco Systems is a new addition, with a focus on developing AI-driven HR and payroll solutions. Its strong presence in the enterprise software sector and growing AI capabilities make it a suitable holding. |