Strategy
Tech Infrastructure
+102%
By Grow
1 Year Historical Return
AI and cloud workloads are driving massive demand for compute, networking, and data center infrastructure. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
CoreWeave
10%
Nebius Group
10%
Super Micro Computer
10%
Micron Technology
10%
Arista Networks
10%
Vertiv
10%
Taiwan Semiconductor Manufacturing
10%
Broadcom
10%
AMD
10%
Cisco
10%
