AI Infra
- Energy
- Clean energy
Companies providing the infrastructure for artificial intelligence
Performance
Growth of $1,000 · All time
$1,182.22+$182.22 (+18.22%)
S&P 500: 1,236.31
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jul 7, 2025 | $1,000.00 | $1,000.00 |
| Jul 13, 2025 | $1,010.73 | $997.25 |
| Jul 20, 2025 | $1,052.57 | $1,003.58 |
| Jul 27, 2025 | $1,048.36 | $1,018.81 |
| Aug 3, 2025 | $1,028.40 | $994.21 |
| Aug 10, 2025 | $1,050.24 | $1,018.93 |
| Aug 17, 2025 | $1,039.66 | $1,028.94 |
| Aug 24, 2025 | $1,029.79 | $1,031.93 |
| Aug 31, 2025 | $1,021.09 | $1,031.52 |
| Sep 7, 2025 | $995.49 | $1,035.02 |
| Sep 14, 2025 | $1,043.34 | $1,051.28 |
| Sep 21, 2025 | $1,067.08 | $1,061.34 |
| Sep 28, 2025 | $1,079.72 | $1,058.34 |
| Oct 5, 2025 | $1,123.25 | $1,070.15 |
| Oct 12, 2025 | $1,129.61 | $1,044.26 |
| Oct 19, 2025 | $1,149.20 | $1,062.45 |
| Oct 26, 2025 | $1,166.28 | $1,083.01 |
| Nov 2, 2025 | $1,197.39 | $1,090.70 |
| Nov 9, 2025 | $1,148.04 | $1,072.97 |
| Nov 16, 2025 | $1,103.48 | $1,074.50 |
| Nov 23, 2025 | $1,073.87 | $1,053.87 |
| Nov 30, 2025 | $1,124.27 | $1,092.83 |
| Dec 7, 2025 | $1,133.28 | $1,096.51 |
| Dec 14, 2025 | $1,102.64 | $1,090.22 |
| Dec 21, 2025 | $1,099.76 | $1,088.35 |
| Dec 28, 2025 | $1,131.06 | $1,103.90 |
| Jan 4, 2026 | $1,149.80 | $1,092.48 |
| Jan 11, 2026 | $1,155.54 | $1,109.91 |
| Jan 18, 2026 | $1,175.26 | $1,106.05 |
| Jan 25, 2026 | $1,184.00 | $1,102.17 |
| Feb 1, 2026 | $1,197.42 | $1,106.55 |
| Feb 8, 2026 | $1,167.96 | $1,104.39 |
| Feb 15, 2026 | $1,196.40 | $1,090.21 |
| Feb 22, 2026 | $1,213.80 | $1,090.96 |
| Mar 1, 2026 | $1,236.74 | $1,098.86 |
| Mar 8, 2026 | $1,226.78 | $1,094.06 |
| Mar 15, 2026 | $1,174.42 | $1,084.85 |
| Mar 22, 2026 | $1,145.12 | $1,070.30 |
| Mar 29, 2026 | $1,163.56 | $1,052.29 |
| Apr 5, 2026 | $1,170.27 | $1,010.60 |
| Apr 12, 2026 | $1,209.95 | $1,053.71 |
| Apr 19, 2026 | $1,251.57 | $1,087.50 |
| Apr 26, 2026 | $1,289.17 | $1,125.92 |
| May 3, 2026 | $1,298.43 | $1,143.65 |
| May 10, 2026 | $1,255.95 | $1,152.69 |
| May 17, 2026 | $1,218.67 | $1,182.24 |
| May 24, 2026 | $1,238.74 | $1,185.36 |
| May 31, 2026 | $1,233.13 | $1,200.29 |
| Jun 7, 2026 | $1,188.70 | $1,208.71 |
| Jun 14, 2026 | $1,162.25 | $1,191.30 |
| Jun 21, 2026 | $1,201.19 | $1,194.13 |
| Jun 28, 2026 | $1,177.13 | $1,165.75 |
| Jul 5, 2026 | $1,118.81 | $1,191.00 |
| Jul 12, 2026 | $1,152.70 | $1,207.26 |
| Jul 19, 2026 | $1,109.23 | $1,188.62 |
| Jul 26, 2026 | $1,166.49 | $1,181.65 |
| Aug 2, 2026 | $1,127.31 | $1,194.60 |
| Aug 9, 2026 | $1,191.49 | $1,236.54 |
| Aug 10, 2026 | $1,182.22 | $1,236.31 |
PortfolioS&P 500
- Time-weighted return
- +18.22%
- Modified Dietz return
- +18.22%
- Normalized wealth
- 1,182.22
- 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. | +19.47% | 13.47 | $1,136.72 | $136.72 |
 DLRDigital Realty Trust, Inc. | +18.96% | 5.81 | $1,106.81 | $106.80 |
 CEGConstellation Energy Corporation Common Stock | +14.99% | 3.21 | $875.43 | -$124.60 |