US market
Ghost mode
Connect wallet
AI infrastructure
The chips, servers, storage, power and software that data centres are being built from.
All baskets
-4.46%
past month, at target weights, before fees
Target weights
Equal weight
Custom
Stock
Weight
Price
24h
NVDA
NVIDIA
20.0%
n/a
n/a
MSFT
Microsoft
15.0%
n/a
n/a
AVGO
Broadcom
12.0%
n/a
n/a
DELL
Dell Technologies
10.0%
n/a
n/a
MU
Micron Technology
10.0%
n/a
n/a
BE
Bloom Energy
10.0%
n/a
n/a
PLTR
Palantir Technologies
10.0%
n/a
n/a
ORCL
Oracle
8.0%
n/a
n/a
SNDK
SanDisk
5.0%
n/a
n/a
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