AI Infrastructure

Compute, accelerators, networking, datacenter buildout for AI workloads.

SecularMomentum +1.39σ · rank 1

1M return

0.00%

3M return

0.00%

News mentions 4w

14308

vs 3813 prior 4w

Sentiment

+0.35

#AI#GPU#accelerator#datacenter#inference#training#foundation model

Constituents

Ticker	Sector	Mcap	Weight	1M return	Quant z	Decile	FV upside	Trend
AMD Advanced Micro Devices, Inc.	Technology	691.54B	Primary · 1.00	—	-0.17σ	D9	—	—
ARM Arm Holdings plc American Depositary Shares	Technology	222.55B	Primary · 1.00	—	—	—	—	—
ASML ASML Holding N.V.	Technology	578.82B	Primary · 1.00	—	—	—	—	—
AVGO Broadcom Inc.	Technology	2.01T	Primary · 1.00	—	-0.23σ	D9	—	—
MU Micron Technology, Inc.	Technology	817.22B	Primary · 1.00	—	+0.77σ	D1	—	—
NVDA NVIDIA Corporation	Technology	5.48T	Primary · 1.00	—	-0.05σ	D7	—	—
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	2.1T	Primary · 1.00	—	—	—	—	—
ANET Arista Networks, Inc.	Technology	178.76B	Secondary · 0.50	—	-0.12σ	D8	—	—
DELL Dell Technologies Inc.	Technology	163.42B	Secondary · 0.50	—	-0.28σ	D10	—	—
SMCI Super Micro Computer, Inc.	Technology	18.67B	Secondary · 0.50	—	-0.19σ	D9	—	—

Narrative · 90-day flow

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