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| Stock | Thesis & Rationale |
|---|---|
| PERSISTENT 25% Weight | Persistent Systems continues to be a pure-play leader in Artificial Intelligence and Machine Learning, with a strong focus on digital transformation and a robust client base. |
| TATAELXSI 20% Weight | Tata Elxsi remains a key integration leader in AI and ML, with significant contributions to the automotive, aerospace, and healthcare sectors. |
| HCLTECH 15% Weight | HCL Technologies is a prominent player in the IT services sector, with a growing focus on AI and ML through its various service offerings and partnerships. |
| INFY 10% Weight | Infosys continues to invest in AI and ML capabilities, enhancing its service portfolio and delivering digital transformation solutions to clients across industries. |
| LTTS 10% Weight | L&T Technology Services has a strong presence in the ER&D (Engineering, Research, and Development) space, with increasing adoption of AI and ML in its offerings. |
| COFORGE 5% Weight | Cognyte Software, formerly known as Elbit Systems' Cyber Intelligence division, focuses on AI-driven security solutions, making it a thematic fit. |
| CYIENT 5% Weight | Cyient has been expanding its digital transformation capabilities, including AI and ML, across industries like aerospace, healthcare, and transportation. |
| MINDTREE 5% Weight | Mindtree is added for its strong AI and ML practice, focusing on digital transformation and cloud services, which aligns well with the theme. |
| RAMCOsystems 5% Weight | Ramco Systems is included for its cloud-based HR and payroll software with AI and ML capabilities, offering a unique value proposition. |
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