Insights into your investments
Your investments.
Your questions.
Connect the dots across your funds and companies, and how they change over time.
Inside a familiar fundVOO
One fund. 505 businesses.
The ten largest holdings are
36.4%
of the fund
Jun 30, 2026
Jun 30, 2026
NVDA
7.51%
AAPL
6.59%
MSFT
Follow it all the way down →4.30%
FundsWhat does my fund actually hold?Holdings, what it costs, how it has done, and what changed last quarter — for the largest funds, in plain language.Browse funds & ETFs →CompaniesHow does this company make money?Fifteen years of revenue, margins, cash and debt, every filing, and who owns the shares.Start with Apple →SuperinvestorsWho owns it, and what did they just do?The quarterly portfolios of 37 well-known investors — what they hold, and what they added, trimmed and sold.See the superinvestors →
Research in practice
Interactive4 min read
Pricing the AI buildout: an interactive model
The five hyperscalers are spending on AI infrastructure at a pace with no precedent. This piece explains the four things that actually drive what that spending is worth — growth, margin, terminal capex, and the discount rate — and hands you an interactive model to set those assumptions yourself. Educational, not a prediction, not investment advice.
Read it →Connected research
Start anywhere. Follow your questions.
Research a business, compare funds or explore an investor’s portfolio with your connected AI. Each answer can lead to another question:
- “How does this company compare with its peers?”
- “What has changed in this fund’s holdings?”
- “Which companies does this investor own?”
See how it works →All research tools with a subscription. Use your own AI account.
Ways to explore
Funds are open to everyone.Holdings, costs, returns and quarterly changes for the largest funds — no account.
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