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6h ago

Dan Ives Revamps AI 30 List With Cybersecurity and Infrastructure Leaders

IVES ETF’s latest rebalance shifts focus to AI security plus data-center infrastructure as four additions replace stocks flagged by performance issues or acquisitions.

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Nvidia tops the lineup as Wedbush highlights key players driving the AI revolution.
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Overview

  • Wedbush’s Dan Ives on August 18 refreshed his AI 30 list underpinning the IVES ETF by adding cybersecurity firm CrowdStrike, gaming platform Roblox, energy provider GE Vernova and cloud infrastructure specialist Nebius.
  • Adobe, C3.ai, CyberArk and Elastic were removed due to slower AI adoption at Adobe and Elastic, weak earnings and restructuring at C3.ai, and CyberArk’s acquisition by Palo Alto Networks.
  • The rebalance underscores a strategic tilt toward cybersecurity, foundational AI infrastructure and consumer interface plays to support multi-year AI deployment.
  • Launched June 4, the IVES ETF has gained roughly 11.3% since inception, illustrating investor appetite for an active-insight, passive approach to AI exposure.
  • Ives cited CrowdStrike’s Charlotte AI platform, Roblox’s AI-driven discovery for stronger monetization, GE Vernova’s role in powering AI data centers and Nebius’s supply-strained cloud services as drivers for their inclusion.