Thematic Basket Builder
AI Infrastructure
01
Investment Thesis
This basket targets "AI Infrastructure" through 10 publicly traded companies spanning 0 sectors (). The highest-weighted position is VRT (VRT) at 10.0% with an exposure score of 50.
The basket has an effective diversification (effective N) of 10.0. No significant risk warnings were triggered.
02
Theme Overview
Theme
AI Infrastructure
Time Horizon
secular (5-10 yr)
Geographic focus: US, Taiwan, Netherlands, South Korea
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| VRT | Vertiv Holdings | 10.0% |
| NVT | nVent Electric | 10.0% |
| BE | Bloom Energy | 10.0% |
| ETN | Eaton Corp | 10.0% |
| FIX | Comfort Systems | 10.0% |
| MOD | Modine Mfg | 10.0% |
| VST | Vistra Corp | 10.0% |
| CEG | Constellation Energy | 10.0% |
| NEE | NextEra Energy | 10.0% |
| JCI | Johnson Controls | 10.0% |
04
Portfolio Analytics
Portfolio Beta
1.8
Effective N
10.0
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