[karmakaze]

I asked (an AI) what's on the index:

> The index effectively shifts weight toward "secular safety" and cyclical sectors that are less directly impacted by AI spending cycles. Major holdings in the SPXXAI index include leaders from the following sectors:

  Financials: Berkshire Hathaway (BRK.B), JPMorgan Chase (JPM), and Visa (V).
  Healthcare: Eli Lilly (LLY), UnitedHealth Group (UNH), and Johnson & Johnson (JNJ).
  Consumer Staples: Walmart (WMT), Procter & Gamble (PG), and Costco (COST).
  Energy & Materials: Exxon Mobil (XOM), Chevron (CVX), and Linde (LIN).
  Utilities & Real Estate: Companies like NextEra Energy (NEE) and American Tower (AMT).

Very boring stuff.