Nobody knows who will win the AI race Six weeks in, the votes are coming in. The Anthropic fund (ANTW) has US$19.3 million, more than the other four put together. The OpenAI fund (OAIW) has US$5.7 million. The Meta, Google and SpaceX funds have about US$2 million each or less.
Anthropic sells mostly to businesses. Meta puts AI inside Facebook, Instagram and WhatsApp. Google has the research, the data and the cloud under one roof. If you have a view on which lab wins, Harbor says, you should be able to invest in it. If you can’t decide, buy a few and “adjust ecosystem weights as AI leadership evolves”. Its chief investment officer, Kristof Gleich, went further. He believes 2026 is the year AI stopped being a theme and became an asset class of its own. Harbor Capital, a US fund manager with about US$70 billion under management, is asking investors exactly that. On 12 August it listed five ETFs in New York, one for each of the big AI labs.
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