THELMA / portfolio

AI marketsportfolio

THELMA is an AI markets portfolio intelligence platform for public-equity investors. It tracks a public-equity allocation through an AI-acceleration lens and publishes every position as a percentage weight, alongside daily trade decisions, public manager-filing context, macro context, and factor risk signals. Each figure carries a freshness and provenance label.

Open Model Portfolio Open Trade OS

Portfolio Loading Model weights

Performance Loading Model-book return attribution

Latest trade Loading Waiting for trade feed

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AI-maxxi bias

The book is built around one core assumption: AI acceleration matters more than consensus expects.

Compute stack
Own the bottlenecks: accelerators, HBM, networking, foundry capacity, data-center scale, and power.
Platform capture
Track where AI usage converts into revenue, retention, pricing power, and operating leverage.
Elite signal overlay
Benchmark current weights against Situational Awareness / Leopold, Altimeter, Dragoneer, D1, and the broader manager bench.

Model weights

Open

Model mix

Allocation by thesis bucket

how THELMA thinks

Daily trades come from comparing the current portfolio against managers, catalysts, macro, price action, and current concentration.

Current weights Tier 1 managers News + catalysts Macro regime Trade targets

Model Portfolio Inspect target weights, constraints, factor budget, and optimizer sizing. Trade OS Read today's add, trim, hold, target, and study queue. AI Thesis Core Study full public 13F positions for Leopold, Altimeter, and Dragoneer. Manager + Macro Signals Track peer gaps, AI momentum, catalysts, and regime shifts.

THELMA by the numbers

20 positions
held in the public model book, published as percentage weights only
64 model-target rows
screened each build against constraint and optimizer policy
7 active thesis buckets
mapped from a 9-bucket AI-acceleration taxonomy
7/7 data sources healthy
at the last build, with per-source freshness labels
Daily refresh
latest snapshot 2026-09-03

Figures describe the published model book and its build pipeline. They are not returns, and nothing here is investment advice.

Frequently asked questions

What is THELMA?

THELMA is an AI markets portfolio intelligence platform for public-equity investors. It publishes a model portfolio as percentage weights through an AI-acceleration lens, alongside trade decisions, public manager-filing context, macro context, and risk-model signals.

How does THELMA pick positions?

The book is built around one core assumption: that AI acceleration matters more than consensus expects. Daily trades come from comparing the current portfolio against public manager filings, catalysts, macro context, price action, and current concentration.

What does THELMA publish publicly?

Public pages show portfolio percentages, sanitized model targets, delayed public filings context, methodology, and freshness and provenance labels. Positions are published as percentage weights only — never share counts or dollar amounts.

Is THELMA investment advice?

No. THELMA is research and portfolio-intelligence tooling. The published book is a model portfolio, not a brokerage account, and nothing on the site is personalised investment advice or a guarantee of future performance.

How current is the data?

The model book updates daily and every public figure carries a freshness and provenance label so you can see how current the underlying data is before relying on it.