grow.

Strategy

Tech Infrastructure

Infrastructure for AI and cloud

By Grow

AI and cloud workloads are driving massive demand for compute, networking, and data center infrastructure. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Allocation

Thematic
  • CoreWeave13%
  • Nebius Group13%
  • Super Micro Computer13%
  • Arista Networks13%
  • Vertiv13%
  • Taiwan Semiconductor Manufacturing13%
  • Broadcom13%
  • AMD13%

Copy this strategy in Grow

Open the app, pick your amount, and Grow keeps the allocation on target for you.

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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.