Portfolio Stats

Portfolio Type: Thematic Equity – AI Infrastructure
Holdings Count: 9
Sectors Covered: Semiconductors, Data Center Systems, Networking, Power & Cooling Infrastructure
Geographic Exposure: Global (U.S., Taiwan, Netherlands)
Benchmark Index: S&P 500

Performance (as of Oct 2025):

• 1-Month Return: +11.7%
• 6-Month Return: +96.1%
• 1-Year Return: +45.4%
• Year-to-Date Return: +52.5%
• S&P 500 YTD Return: +14.5%
• Alpha: +37.9%

Top Performer: Micron (MU) +126% YTD
Largest Holding: NVIDIA (NVDA) – 17% allocation
Smallest Holding: Eaton (ETN) – 7% allocation
Volatility: Moderate–High
Portfolio Beta: ~1.25 vs. S&P 500
Risk Rating: Growth-oriented

Investment Horizon: 12–36 months
Objective: Capture multi-year upside from the accelerating global buildout of AI infrastructure spanning chips, memory, servers, networking, and the physical power systems driving the AI revolution.