eToro has launched its AI-Memory Smart Portfolio, offering exposure to 20 companies across the global memory value chain, including memory producers, NAND specialists, enterprise SSD providers and semiconductor infrastructure firms.
Online broker eToro invited its clients on 15 July 2026 to explore its new AI-Memory Smart Portfolio, which is designed to capture opportunities across the artificial intelligence memory value chain. (Source: eToro, company announcement; published: July 2026)
Portfolio Composition: Exposure Across the Entire Memory Value Chain
The Smart Portfolio includes 20 companies from across the entire memory value chain and is not limited to chip manufacturers. Its holdings cover three categories of company:
Core memory producers.
Storage and NAND flash specialists.
Enterprise solid-state drive (SSD) manufacturers serving AI data pipelines.
The portfolio has a global focus, incorporating companies from the United States, Europe and Asia and reflecting a geographically diversified approach to industry exposure.
Selected Portfolio Holdings
The table below lists some of the portfolio companies disclosed publicly and their respective listing regions. Trading symbols are presented in the form of US dollar-denominated shares or American depositary receipts (ADRs).
| Company Name | Ticker | Region/Instrument Type | Business Focus |
|---|---|---|---|
| Micron Technology | $MU | United States | Core memory producer |
| SanDisk | $SNDK | Listed in Germany | Storage and NAND |
| SK hynix | $SKHY | ADR | Core memory producer |
| Kioxia Holdings | $285A.T | Japan | NAND specialist |
| Marvell Technology | $MRVL | United States | Storage and connectivity chips |
| Applied Materials | $AMAT | United States | Semiconductor equipment |
| Western Digital | $WDC | United States | Storage manufacturer |
| Taiwan Semiconductor Manufacturing Company | $TSM | ADR | Semiconductor foundry |
Product Background: Another Thematic Portfolio Under eToro’s AI-First Strategy
The launch continues eToro’s strategy of placing artificial intelligence at the centre of the investment experience. The platform’s Smart Portfolios are pre-built portfolios structured around particular themes, trends or industries. Clients can invest in them with a single action, while the portfolios are managed centrally by the platform. The AI-Memory portfolio focuses on memory as a specific segment of AI infrastructure, based on the premise that memory and storage are essential components supporting AI data pipelines.
In recent months, eToro has continued to expand its AI-focused product range. Its related initiatives, in chronological order, include:
In March, it launched Agent Portfolios for AI-driven investing.
In April, it relaunched its AI investment companion, Tori, adding persistent memory and real-time market sentiment functionality powered by Grok 4.2.
In early July, it unveiled an AI-first version of its app and an updated brand identity at a launch event in London.
On 15 July, it launched the AI-Memory Smart Portfolio.
Frequently Asked Questions About eToro’s AI-Memory Smart Portfolio
What types of companies are included in the AI-Memory Smart Portfolio?
The portfolio covers 20 companies across the entire memory value chain. It includes not only chip manufacturers but also core memory producers, storage and NAND flash specialists, and enterprise SSD manufacturers serving AI data pipelines. Its holdings span the United States, Europe and Asia.
Which representative holdings are included in the portfolio?
Some of the publicly disclosed holdings include Micron Technology ($MU), SanDisk ($SNDK), SK hynix ($SKHY), Kioxia Holdings ($285A.T), Marvell Technology ($MRVL), Applied Materials ($AMAT), Western Digital ($WDC) and Taiwan Semiconductor Manufacturing Company ($TSM).
What is an eToro Smart Portfolio?
A Smart Portfolio is a portfolio pre-built by eToro around a particular theme, trend or industry. The platform conducts the research, analysis and asset allocation, while clients can select the portfolio and invest with a single action to gain diversified thematic exposure. The AI-Memory portfolio focuses specifically on memory as a segment of AI infrastructure.
How does this launch relate to eToro’s AI strategy?
The portfolio forms part of eToro’s AI-first strategy. The platform previously launched Agent Portfolios, relaunched its AI companion Tori with persistent memory and real-time sentiment functionality, and introduced an AI-first version of its app in early July. The AI-Memory portfolio continues this strategy of embedding artificial intelligence throughout the investment experience.
