Digital Pioneers

Name: Digital Pioneers
Brand: Interactive Advisors
Price: 100.00 USD
Availability: InStock

IA 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.

Portfolio insights

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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.

Investment suitability

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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.

Methodology

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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.

Strategy

Stocks

Inception

Oct 06, 2026

Annualized return (inception)

-

Portfolio risk score

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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.

Management fee

0.20%

Minimum investment

$100

Investment (below min)

Annual costs

Performance Chart

Metrics

Since inception (Oct 06, 2026)	-5.7%
2026 (YTD)	-5.7%

Manager

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.

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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.

Important information

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The actual performance of the manager account displayed on this page is based on the performance of an Interactive Advisors proprietary account invested using this strategy and is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions. The actual performance for this portfolio is presented “net of fees” and reflects the deduction of the Interactive Advisors advisory fee, Interactive Brokers LLC brokerage and other commissions (when commissions were charged) and expenses that a client has to pay if he invests in this portfolio after the launch date, but not any fees clients must separately pay the issuers of any ETFs.
We rely on mathematical formulas, computer programs, and pricing information from third-party vendors (e.g., Refinitiv Worldscope database) to provide these returns. Neither Interactive Advisors nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
None of the performance information displayed on this page is based on the actual performance of any Interactive Advisors client account investing in this portfolio. The performance in an Interactive Advisors client account invested in this portfolio may differ (i.e., be lower or higher) from the performance of the account managing this portfolio and portrayed on this page based on a variety of factors, such as trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions (when commissions were charged), and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their Interactive Advisors account and reviewing their customized dashboard.
Not all transactions underlying the performance information displayed on this page will appear in accounts due to Interactive Advisors’ trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
Clients may restrict any of the securities traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, worse or better, than (a) the above-portrayed account managing the portfolio or (b) other client accounts invested in the same portfolio.
All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Interactive Advisors, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
Interactive Advisors’ management of this portfolio and some of the information on this page relies on data from third-party sources, including third parties providing the model portfolio strategy or ESG score information, as applicable. While Interactive Advisors believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.
Benchmark returns displayed in the performance graph upon selection are provided for illustrative purposes only and have been calculated by Interactive Advisors using daily adjusted close prices and include dividend income. Benchmarks available for display are selected based on overall strategy, trade history and other criteria. If you choose to display benchmark returns in the performance graph, be mindful of the fact that the performance, composition and volatility of the portfolio could vary significantly from that of the benchmark(s) available for display. There can be no assurance that a benchmark will remain appropriate over time and Interactive Advisors will periodically review the benchmark’s appropriateness and decide to use other benchmarks if appropriate. More information here. Interactive Advisors uses only investable ETFs as benchmarks. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.
Transaction history is available upon request. Portfolio classifications are provided by Interactive Advisors, and are intended to serve as a general guide.
In addition to Interactive Advisors' management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.
Quarterly, monthly or more frequent rebalances in this portfolio (as applicable) will result in numerous transactions in many or all the stocks or ETFs in the portfolio and the client accounts invested in this portfolio. Clients could be required to report some or all of these periodic rebalance trades on their tax forms. Clients should consult an accountant or tax attorney on tax matters as Interactive Advisors does not provide tax advice or prepare tax documents for its clients. Interactive Brokers LLC provides certain tools to assist you with your tax filings, but these tools may only be able to support a limited number of trades.

How we trade

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Interactive Advisors manages this portfolio by trading its own funds in a separate firm-owned brokerage account and replicating this trading in the accounts of investing clients as follows:

Interactive Advisors initially funds and trades a fixed amount of its own funds in a separate brokerage account associated with this portfolio based on internally generated data;
Interactive Advisors replicates the trading in this brokerage account in the accounts of clients investing in this portfolio in order to implement its replication-based investment process; and
Based on internally generated data, Interactive Advisors periodically rebalances this portfolio to maintain target allocations, resulting in rebalancing transactions in investing clients’ accounts.

How to invest

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To invest in this portfolio, Interactive Advisors clients must:

Sign an Investment Management Agreement with and become clients of Interactive Advisors;
Consent to trading with another Interactive Brokers LLC client who is a liquidity provider in order to be able to buy and sell fractions of ETF shares and stocks, which do not trade on the open market. Interactive Advisors clients may revoke this consent at any time but, if they do, they will no longer be able to invest in this portfolio. (Clients can see these fractional trades with the liquidity provider listed and identified on the periodic activity statements they receive from Interactive Brokers LLC); and
Obtain the minimum risk score required for each portfolio and acknowledge certain risk disclosures.

Digital Pioneers

Performance Chart

Metrics

Performance info

Manager

IA Thematic

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Disclosures