The question is particularly relevant because the ETF is built around Dan Ives‘ highest-conviction AI investment themes. Rather than tracking a broad technology index, IVES holds about 30 companies that Ives believes are best positioned to benefit from the AI revolution, spanning semiconductors, cloud computing, software, cybersecurity, autonomous systems, and digital infrastructure.A review of the fund’s fact sheet suggests both SpaceX and Anthropic already align with many of the characteristics seen across existing holdings.While SpaceX is best known for rockets and satellites, its business increasingly intersects with several themes that have become central to the AI investment narrative.Starlink’s global communications network provides critical connectivity infrastructure, while the company’s leadership in autonomous systems, defense technology, and data-intensive operations places it within many of the same innovation categories that populate the IVES portfolio today.If SpaceX lists publicly as expected, it could become one of the most significant technology additions available to AI-focused investors.Anthropic May Be An Even More Natural CandidateAnthropic arguably fits the ETF’s framework even more directly.The company sits at the heart of the generative AI ecosystem through its Claude family of models and has emerged as one of the leading competitors in frontier AI development. As enterprises increasingly deploy AI agents and large language models, Anthropic’s role in the commercialization of AI closely matches the themes already represented across IVES holdings.A public listing would immediately give the ETF access to a pure-play AI developer that is currently unavailable in public markets.What The IVES Portfolio Tells UsThe ETF’s current holdings reveal a preference for companies that: