AI Infra
- Energy
- Clean energy
Companies providing the infrastructure for artificial intelligence
Performance
Growth of $1,000 · 1 month
$1,035.89+$35.89 (+3.59%)
S&P 500: 1,027.11
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jul 13, 2026 | $1,000.00 | Not available |
| Jul 13, 2026 | $1,000.00 | $1,000.00 |
| Jul 13, 2026 | $991.49 | $996.23 |
| Jul 13, 2026 | $988.32 | $995.82 |
| Jul 14, 2026 | $1,001.82 | $998.70 |
| Jul 14, 2026 | $998.80 | $998.82 |
| Jul 14, 2026 | $1,000.83 | $999.31 |
| Jul 15, 2026 | $1,003.11 | $1,001.04 |
| Jul 15, 2026 | $990.55 | $999.98 |
| Jul 15, 2026 | $995.22 | $1,000.65 |
| Jul 16, 2026 | $983.53 | $1,001.95 |
| Jul 16, 2026 | $980.17 | $1,000.21 |
| Jul 16, 2026 | $978.59 | $996.71 |
| Jul 17, 2026 | $975.28 | $989.79 |
| Jul 17, 2026 | $977.77 | $991.50 |
| Jul 17, 2026 | $973.87 | $989.04 |
| Jul 20, 2026 | $974.21 | $988.58 |
| Jul 20, 2026 | $972.38 | $989.76 |
| Jul 20, 2026 | $970.37 | $986.74 |
| Jul 21, 2026 | $986.08 | $992.08 |
| Jul 21, 2026 | $989.45 | $994.68 |
| Jul 21, 2026 | $990.56 | $994.23 |
| Jul 22, 2026 | $1,009.78 | $994.79 |
| Jul 22, 2026 | $1,015.08 | $996.09 |
| Jul 22, 2026 | $1,016.65 | $994.44 |
| Jul 23, 2026 | $1,007.16 | $982.56 |
| Jul 23, 2026 | $1,011.59 | $980.26 |
| Jul 23, 2026 | $1,008.22 | $979.39 |
| Jul 24, 2026 | $1,031.05 | $983.91 |
| Jul 24, 2026 | $1,030.67 | $985.05 |
| Jul 24, 2026 | $1,020.14 | $980.97 |
| Jul 27, 2026 | $1,009.71 | $982.71 |
| Jul 27, 2026 | $1,002.47 | $979.21 |
| Jul 27, 2026 | $1,004.32 | $981.87 |
| Jul 28, 2026 | $997.07 | $981.33 |
| Jul 28, 2026 | $1,002.36 | $986.58 |
| Jul 28, 2026 | $994.31 | $985.09 |
| Jul 29, 2026 | $975.85 | $976.24 |
| Jul 29, 2026 | $974.43 | $976.31 |
| Jul 29, 2026 | $988.89 | $985.71 |
| Jul 30, 2026 | $992.54 | $978.11 |
| Jul 30, 2026 | $992.41 | $981.77 |
| Jul 30, 2026 | $990.27 | $984.15 |
| Jul 31, 2026 | $986.77 | $986.51 |
| Jul 31, 2026 | $991.40 | $989.31 |
| Jul 31, 2026 | $990.13 | $991.30 |
| Aug 3, 2026 | $1,006.54 | $1,003.51 |
| Aug 3, 2026 | $1,009.05 | $1,004.63 |
| Aug 3, 2026 | $1,008.62 | $1,006.96 |
| Aug 4, 2026 | $1,016.77 | $1,018.06 |
| Aug 4, 2026 | $1,027.69 | $1,023.33 |
| Aug 4, 2026 | $1,027.95 | $1,025.73 |
| Aug 5, 2026 | $1,029.60 | $1,027.61 |
| Aug 5, 2026 | $1,034.05 | $1,025.44 |
| Aug 5, 2026 | $1,035.30 | $1,024.83 |
| Aug 6, 2026 | $1,032.14 | $1,024.27 |
| Aug 6, 2026 | $1,027.02 | $1,021.61 |
| Aug 6, 2026 | $1,028.54 | $1,021.59 |
| Aug 7, 2026 | $1,038.09 | $1,026.72 |
| Aug 7, 2026 | $1,042.58 | $1,025.66 |
| Aug 7, 2026 | $1,039.98 | $1,025.01 |
| Aug 10, 2026 | $1,040.01 | $1,027.71 |
| Aug 10, 2026 | $1,035.89 | $1,027.11 |
PortfolioS&P 500
- Time-weighted return
- +3.59%
- Modified Dietz return
- +3.59%
- Normalized wealth
- 1,035.89
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
NVDANvidia Corp | +23.66% | 6.32 | $1,381.63 | $381.65 |
CCJCameco Corporation | +22.92% | 13.74 | $1,338.09 | $338.13 |
NEENextEra Energy, Inc. | +19.46% | 13.47 | $1,136.31 | $136.31 |
DLRDigital Realty Trust, Inc. | +18.97% | 5.81 | $1,107.34 | $107.32 |
CEGConstellation Energy Corporation Common Stock | +14.99% | 3.21 | $875.43 | -$124.60 |




