The document below is the complete, canonical roster of the AI Wealth Portfolio — the seventeen companies selected to capture the AI decade across every layer of the value chain, maintained as the permanent source of record for this publication.

Every company here was chosen for a specific structural role — not as a prediction, but as a position on a map. The map has five layers, from the silicon that makes intelligence possible to the speculative frontier where asymmetric outcomes live. This document lists each holding, its layer, its role, and its coverage history across the Deep Dive and Monthly Anchor series.