Austin Jones
37 posts published
AI Infrastructure Portfolio
Performance Overview
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AI Infrastructure Portfolio
Portfolio Objectives
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AI Infrastructure Portfolio
Composition Breakdown
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AI Infrastructure Portfolio
Portfolio Stats
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AI Infrastructure Portfolio
Thesis for Portfolio
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AI Infrastructure Portfolio
AINF - AI Infrastructure Portfolio
The AI Infrastructure Portfolio targets companies fueling the AI boom—from chips and memory to networking, power, and cooling. Featuring leaders like NVIDIA, TSMC, Micron, and Vertiv, it captures growth across the full stack of global AI infrastructure.
· Austin Jones