Long-Term Growth

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.

· Updated on Oct 17, 2025

Portfolio content

Portfolio Overview

x Pages
Portfolio Performance

x Pages
Holdings & Allocation

x Pages
Fundamental Analysis

x Pages
Research & Commentary

x Pages
Methodology

x Pages
1. Construction Criteria
2. Risk Model

About the author

Austin Jones

Nerd extraordinaire. Love researching, analyzing, and everything stats. Here to help deep dive into the finance world.

Updated on Oct 17, 2025

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