Metal 3D Printing Stocks – A Bunch of Broken Promises

March 17. 2023. 7 mins read

Managing a portfolio becomes a whole lot easier when you let the world peek under your kimono to see how the sausage gets made. Why we’re holding 36 tech stocks in our portfolio is clearly documented in past research pieces for the world to see. How we move forward becomes a function of what exposure we’d like. For example, we’re currently overweight AI (a large part of that being our position in NVIDIA) and significantly underweight cannabis, space, and 3D printing.

Bar chart showing Nanalyze tech stock portfolio weightings
Nanalyze tech stock portfolio weightings – Credit: Nanalyze

The 3D printing underweight has been exacerbated by our recent move out of the distributed manufacturing thesis which raises a question. Do we want more exposure to 3D printing?

Investing in 3D Printing

We’ve been writing about 3D printing for nearly a decade, and have divided the theme into three main areas of interest:

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