Anchr Technologies

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[Anchr Technologies @anchrtech]

Institutions have always had the edge: research, prime brokers, private markets.

Anchr is building the infrastructure to give individuals that same access.

Live today with Direct Indexing. https://t.co/px2wSDX8qQ

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[Anchr Technologies @anchrtech]

Want to invest like Atreides?

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[Anchr Technologies @anchrtech]

$U Unity's AI push is turning game dev agentic.

Unity 7 adds coding agents, MCP & AI tools; Vector brings AI to acquisition & monetization.

Across our tracked funds, one investor brings years of technology investing experience across public and private markets.

Q2: revenue +24%, adj. EBITDA +78%, FCF +59% YoY.

[Anchr Technologies @anchrtech]

Atreides’ AI exposure goes beyond the chips.

Its disclosed holdings span what AI runs on and where agents can work. Micron supplies memory, Astera Labs connects AI infrastructure, and Unity gives coding agents tools to interact with a game engine.

Unity adds AI-assisted creation to the hardware story. Explore how these businesses fit into Atreides’ broader disclosed portfolio in Anchr.

[Anchr Technologies @anchrtech]

Atreides studies technology on both sides of an IPO.

Gavin Baker founded Atreides Management in 2019 after 18 years at Fidelity, including managing technology portfolios. The firm takes a long-term approach across public and private markets.

Alongside Unity, its disclosed holdings include Micron and Astera Labs. Both outpaced QQQ from Sept. 8, 2025 to Sept. 8, 2026; Astera rose 33.7% versus QQQ’s 24.1%.

[Anchr Technologies @anchrtech]

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[Anchr Technologies @anchrtech]

STRATEGIES LOSERS: These funds are falling because a large clinical-stage healthcare bet is not being rescued by a mostly value and income core, with only a slim technology slice to catch the AI trade.

[Anchr Technologies @anchrtech]

Technology is only 4.2% and concentrated in $ASML and #NVDA, so even strength in AI and semiconductors is too small to rescue the broader fall.

[Anchr Technologies @anchrtech]

The value and income core across $RY, #TD and #IBKR can cushion some of the decline, but it is a different risk and cannot fully offset the healthcare drag.

[Anchr Technologies @anchrtech]

Healthcare is the largest position at 7.9%, but it is built around clinical-stage $CGON, #ACRS and #ABVX, so the fall is being led by speculative biotech rather than steady pharma.

[Anchr Technologies @anchrtech]

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[Anchr Technologies @anchrtech]

STRATEGIES GAINERS: These rising strategies ride a concentrated AI-semiconductor core with copper, energy and crypto-biotech satellites, so their edge depends on hot liquidity and the capex cycle while offering little shelter if crowded tech cracks.

[Anchr Technologies @anchrtech]

Crypto-financials $COIN, #GLXY and #HOOD sit as high-volatility kickers, so a stall in AI demand would likely drag these satellites down and expose the portfolio's concentration.

[Anchr Technologies @anchrtech]

Basic Materials and energy add a reflation leg through $SCCO, #FCX and #NESR, tying the group to electrification and power demand rather than a defensive hedge.

[Anchr Technologies @anchrtech]

Technology is the group's center of gravity, led by $NVDA, #MU and #AVGO, because AI compute demand remains the primary edge these strategies are paid to ride.

[Anchr Technologies @anchrtech]

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[Anchr Technologies @anchrtech]

Today's rising trades cluster around an Al/semiconductor core while adding a barbell of crypto-finance and precious-metal miners plus emerging-market consumer names for diversified growth and hedging.

[Anchr Technologies @anchrtech]

Join Anchr today. https://t.co/NZdfefPKRO

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[Anchr Technologies @anchrtech]

Today’s falling group is anchored in speculative biotech and semiconductor cyclicality, with only a narrow defensive buffer of midstream and defense, leaving it exposed to the riskiest growth pockets just as market leadership narrows.

[Anchr Technologies @anchrtech]

With no financials or staples for shelter, the only defensive nods are telecom ($T) and midstream ($MPLX), leaving no conventional hedge as the market narrows to large cash generators.

[Anchr Technologies @anchrtech]

Traditional ballast is razor thin: midstream energy ($EPD, $ET) and defense ($LHX) are each under 3% weight, too small to cushion the slide in the growth core.

[Anchr Technologies @anchrtech]

Heavy bets on clinical-stage biotech ($CGON, $RVMD) and memory chips ($MU) tie the portfolio to high-multiple, sentiment-driven science, so any derating hits hardest here.