Top Performers
| Rank | Ticker | 1M % | 6M % | 1Y % | YTD % | Key Drivers |
|---|---|---|---|---|---|---|
| 1 | MU | 24% | 187% | 76% | 126% | Explosive demand for high-bandwidth memory (HBM) has driven Micron’s margins and revenue sharply higher, making it the portfolio’s top performer. |
| 2 | AVGO | 0.17% | 103% | 91% | 49% | Broadcom has captured AI networking and custom chip demand, securing new hyperscaler partnerships and expanding margins. |
| 3 | VRT | 26% | 136% | 51% | 46% | Vertiv continues to benefit from the massive power and cooling requirements of AI data centers worldwide. |
| 4 | TSM | 12% | 95% | 44% | 47% | TSMC remains the dominant foundry for advanced AI chips, supported by expanding CoWoS packaging capacity. |
| 5 | ASML | 17% | 60% | 45% | 45% | ASML’s EUV lithography machines remain the backbone of semiconductor manufacturing, sustaining consistent global demand. |
| 6 | ANET | -0.06% | 100% | 40% | 27% | Arista Networks gained from ongoing AI data center network upgrades and higher 800G switch adoption. |
| 7 | NVDA | 7.08% | 80% | 33% | 32% | NVIDIA maintained steady growth after a historic rally, with Blackwell-generation GPUs reinforcing its market dominance. |
| 8 | SMCI | 16% | 65% | 9.56% | 74% | Super Micro continues to ship AI-optimized servers at scale, though growth has moderated after a strong start to the year. |
| 9 | ETN | 2.33% | 38% | 6.60% | 12% | Eaton provided modest but positive returns, supported by stable growth in electrical grid and data center power systems. |
Highlights:
- Semiconductor leadership: Micron, Broadcom, and TSMC dominated 1Y and YTD returns, fueled by global AI chip demand.
- Infrastructure momentum: Vertiv and Eaton demonstrated steady growth as data center buildouts accelerated.
- Networking strength: Arista maintained solid long-term gains from hyperscaler spending.
- Balanced exposure: While short-term volatility remains, broad strength across compute, manufacturing, and infrastructure underscores the portfolio’s strategic positioning in the AI buildout cycle.
Updated on Oct 17, 2025