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AI & Technology Thematic basket

AI Displacement Risk

S&P 500 business models on the wrong side of AI: seat-based IT services and outsourcing, ad agencies, and data/research vendors whose products LLMs increasingly substitute. A monitoring basket (potential underperformers / hedge candidates), not a buy list. Small by design — most pure displacement stories live outside the index.

12 stocks · FW 3000 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-2.1%basket return
20 days+7.2%basket return
20 days vs FW 3000+7.7%relative return
Year to date+6.8%basket return

Performance

Follow the theme against the wider market.

-14.8%-1.8%+11.3%+24.3%+37.4%2026-06-102026-09-04
AI Displacement RiskFW 3000

Series before each basket's creation date are a backtest of the membership as of creation; live tracking starts at creation.

Return1 day5 days20 days60 daysMTDYTD1 year
Basket-2.1%-0.6%+7.2%+30.3%-1.4%+6.8%+1.0%
vs FW 3000-1.7%-0.8%+7.7%+22.6%-2.0%-5.8%-15.2%

Inside the basket · 12 stocks

Current members and the reasoning behind each inclusion. Returns are for individual stocks.

Why it’s includedAdded
CNXCCustomer-experience outsourcing — seat-based BPO-2.1%+9.5%+25.0%-19.6%2026-06-11
EPAMIT services displacement — its own S&P 500 exit is the thesis playing out-2.4%+1.9%+20.1%-42.9%2026-06-11
CDWIT reseller/VAR: hardware-attach and services intermediation squeezed as spend shifts to hyperscalers-1.0%+3.2%+12.7%+13.6%2026-06-11
MANStaffing — entry-level placement exposure+0.8%-0.7%+9.5%+113.3%2026-06-11
CTSHIT outsourcing: AI deflation of billable hours-3.6%-2.7%+8.7%-23.6%2026-06-11
DXCLegacy IT services and outsourcing-0.1%+4.0%+7.6%-20.4%2026-06-11
ACNConsulting both wins AI projects and cannibalizes seats — the contested case-3.3%-1.5%+6.3%-28.6%2026-06-11
FDSFinancial data/research workflows exposed to LLM substitution-3.5%-1.9%+6.1%+5.9%2026-06-11
RHIWhite-collar staffing — hiring displaced by AI-1.0%-6.0%+0.9%+66.6%2026-06-11
ITGartner: subscription research/advisory whose deliverables LLMs increasingly draft-4.6%-6.0%+0.4%-26.1%2026-06-11
OMCCreative ad production deflated by generative tools-2.5%-6.4%-3.1%+4.4%2026-06-11
STGWAd agency network — creative volume deflation-1.5%+0.3%-4.4%+79.3%2026-06-11

Partial price histories: CNXC from 2020-11-24.

How this basket is built

Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances; dated membership changes take effect same-day.

Tracked since 2026-06-11. Membership decisions are documented below.

Read the methodology →

Reading the returns

Basket returns include dividends. “vs FW 3000” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Membership history & changes
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