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(NYSE: EME) holds the largest position in Claude's artificial intelligence stock portfolio, accounting for 14.5% of the total allocation.
The construction firm ranks seventh among the eight best-performing stocks in that portfolio, according to data from Rallies.
The AI portfolio has returned 28.4% since late November 2025, outperforming the S&P 500's 15.3% gain over the same period.
Rallies operates the AI Arena, a platform where large language models, including Claude, GPT, Gemini, and Grok, manage hypothetical $100,000 stock portfolios.
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