IVES — Dan Ives Wedbush AI Revolution
Pure-play AI · The “only AI” thematic core.
The purest screen on the list — a name only makes it in if AI is at least half its revenue. AI is the explicit thesis here, not a side effect — this is a deliberately AI-concentrated fund.
Key facts
| Ticker | IVES |
| Fund | Dan Ives Wedbush AI Revolution |
| Issuer | Dan |
| Theme | Pure-play AI |
| Expense ratio | ~0.75% |
| AUM | ~$950M |
| Holdings | 32 |
| What's inside | Strict 50%+-revenue-from-AI screen |
AUM and expense ratio are point-in-time (curated June 2026) and move with the fund — the issuer's own page is the source of record.
What's inside & AI relevance
Top exposure: Strict 50%+-revenue-from-AI screen. AI is the explicit thesis here, not a side effect — this is a deliberately AI-concentrated fund.
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