This portfolio focuses on technological innovation, emphasizing quantum computing as a transformative technology. It blends stability from tech giants with the high-growth potential of emerging quantum players.

1. Established Leaders (70%):

   • Alphabet and Microsoft (25% each) provide stability, market dominance, and leadership in AI, cloud, and quantum research.

   • IBM balances enterprise IT expertise with quantum innovation via IBM Quantum.
     
     

2. Emerging Innovators (20%):

   • IonQ(10%), Rigetti (5%), and DPCM Capital (5%) target high-risk, high-reward opportunities in quantum computing, with potential for industry disruption.
     
     

3. Industrial Diversification (10%):

   • Honey well combines industrial strength with quantum advancements through Quantinuum, adding diversification.