Digital Pioneers AI, Quantum & Blockchain Thematic

The Digital Pioneers portfolio invests in companies building the next generation of computing infrastructure and software capabilities. Holdings are selected based on their leadership in different sub themes, eg: Artificial Intelligence, Blockchain Technology, Quantum Computing, Digital Twin Technology, Generative AI & LLMs, Edge Computing, and Low Code/No Code Development. By focusing on firms developing machine learning systems, decentralized ledgers, quantum processors, virtual asset replicas, content-generation models, distributed computing architectures, and democratized software creation tools, this portfolio seeks to capture value from innovations that are fundamentally changing how we process information, automate decisions, and build digital systems. The result is a curated collection of companies working to solve previously intractable computational problems while making advanced technology accessible to non-specialists.

Interactive Advisors continues its legacy of innovation in online investing with the launch of five new Thematic Portfolios, each designed to capture the transformative potential of disruptive technologies and business models reshaping global markets. Managed by Interactive Advisors' Chief Investment Officer and Investment Management team, these portfolios provide targeted exposure to companies at the forefront of technological and societal change. The Thematic Investing approach focuses on identifying and investing in companies driving fundamental shifts across industries—from the electrification of transportation and the commercialization of space, to the artificial intelligence revolution and the global transition to sustainable energy. Each portfolio is constructed using a systematic, rules-based methodology that targets companies leading innovation within specific disruptive themes, offering investors the opportunity to participate in long-term structural trends while aligning their capital with the innovations shaping our collective future. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on October 06, 2026. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on October 06, 2026. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Technology transformation believers: If you're convinced that artificial intelligence, quantum computing, and decentralized systems will fundamentally reshape business operations, software development, and digital commerce over the coming decade, this portfolio aligns your investments with that vision. It suits those who see current AI breakthroughs not as a peak but as the beginning of a sustained transformation across industries. Concentrated technology exposure: This portfolio focuses holdings within software, semiconductors, cloud infrastructure, and emerging technology sectors. The portfolio may include both established technology giants investing heavily in AI and quantum research, alongside newer pure-play companies focused exclusively on specific technologies. Investors should be comfortable with technology sector concentration and potential volatility in exchange for targeted exposure to computing innovation rather than broad market diversification.

Research: The investment team employs a proprietary multi-factor framework to evaluate companies driving innovation across the technology landscape. Assessment criteria address technological capability, commercial scalability, and competitive dynamics, with innovation leadership weighted most prominently. Sub-themes are ranked to capture the areas of technology development with the greatest long-term structural significance. Companies with influence across multiple technology domains are given additional consideration in the selection process. Approach: The portfolio follows a systematic, rules-based construction process. Each of the seven digital technology sub-themes is scored and normalized so their weights sum to 100%. Within each sub-theme, eligible stocks are ranked by both thematic relevance and market capitalization, then assigned composite scores combining thematic rank and market cap rank. Final portfolio weights are calculated by multiplying each stock's within-sub-theme weight by its sub-theme's overall portfolio weight. The portfolio is rebalanced quarterly to reflect updated rankings and the rapid pace of innovation in digital technologies. Allocation discipline: Holdings are selected from companies with direct exposure to one or more technology and innovation themes. The portfolio maintains representation across identified sub-themes, with position sizes reflecting thematic relevance and company fundamentals. Individual security limits are applied to manage concentration at the holding level. The portfolio will typically exhibit higher exposure to software, semiconductors, and artificial intelligence-related industries than broad market benchmarks. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, all stocks are re-ranked based on updated thematic scores and market capitalizations. Positions falling below the 1% minimum weight after rebalancing are removed, while stocks no longer ranking among top holdings within their sub-theme may see reduced allocations or elimination. This ensures the portfolio continuously reflects the most current assessment of which companies are leading digital innovation. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.

The AI revolution and its infrastructure: Artificial intelligence and generative AI represent the most visible disruption, but this portfolio also includes the enabling infrastructure—edge computing that processes data near its source for real-time AI applications, digital twins that create simulation environments for AI training, and low-code platforms that embed AI capabilities into business applications. This multi-layer approach captures value across the AI stack. Democratization of technology creation: Low-code/no-code platforms and generative AI are fundamentally changing who can build software and create content. By enabling non-programmers to develop applications and non-artists to generate professional-quality content, these technologies vastly expand the pool of creators and the pace of innovation, potentially disrupting both software development and creative industries. Systematic thematic weighting: A quantitative algorithm evaluates each sub-theme using technical innovation scores, economic impact assessments, and market structure analysis. Sub-themes demonstrating the strongest disruptive potential receive higher allocations, while individual stocks are weighted based on both thematic leadership rank and market capitalization, balancing cutting-edge innovation with proven commercial traction.