Lapis Nextgen Analytics
Global Artificial Intelligence 40 Analysis
The LAPIS Global Artificial Intelligence 40 Analysis is composed of the worldwide best-known and leading companies in the artificial intelligence field. All stocks are equally weighted.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Nextgen AnalyticsCurrency
USDLaunch Date
01/01/2018Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
401.12Chart performance
Jan 1, 2025
Jan 1, 2026
201820192020202120222023202420252026
500417333250167830
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 0.00% | 0.00% | -3.33% | 40.03% | 66.87% | 13.89% | -31.14% | 52.12% | 24.91% | 28.93% | -7.60% | 25.28% | 23.45% | 18.34% |
| Benchmark | 0.00% | 0.00% | -8.21% | 28.40% | 16.45% | 22.35% | -17.78% | 24.42% | 19.02% | 21.60% | -3.47% | 19.39% | 17.27% | 11.23% |
Constituents
Country breakdown
- Country
- USA62.50%
- China5.00%
- South Korea5.00%
- Others27.50%
Sector breakdown
- Sector
- Information Technology60.00%
- Consumer Discretionary20.00%
- Communication Services12.50%
- Others7.50%
