AI Infrastructure

ai-infrastructure@user16980667Public

Stocks, ETFs and options related to artificial intelligence and the infrastructure and technologies to support it! ![Gif](https://media.tenor.com/80wHzmxUHykAAAAC/together-we-can-modernize-our-infrastructure-american-jobs-plan.gif)

Performance

Growth of $1,000 · 3 months

$1,365.56+$365.56 (+36.56%)

S&P 500: 1,046.31

Portfolio performance over 3 months
DatePortfolioS&P 500
Jun 25, 2026$1,000.00Not available
Jun 25, 2026$1,000.13$1,000.00
Jun 26, 2026$1,002.65$995.10
Jun 29, 2026$1,011.16$1,011.49
Jun 30, 2026$1,006.99$1,019.37
Jul 1, 2026$1,005.58$1,017.99
Jul 2, 2026$994.04$1,016.65
Jul 6, 2026$1,007.68$1,025.52
Jul 7, 2026$1,006.79$1,020.65
Jul 8, 2026$1,014.51$1,017.50
Jul 9, 2026$1,029.61$1,026.11
Jul 10, 2026$1,051.27$1,030.53
Jul 13, 2026$1,033.63$1,022.64
Jul 14, 2026$1,048.14$1,026.27
Jul 15, 2026$1,061.97$1,030.01
Jul 16, 2026$1,035.17$1,024.76
Jul 17, 2026$1,018.30$1,014.62
Jul 20, 2026$1,021.04$1,012.98
Jul 21, 2026$1,035.82$1,021.43
Jul 22, 2026$1,046.60$1,020.51
Jul 23, 2026$1,024.05$1,007.64
Jul 24, 2026$1,013.26$1,008.67
Jul 27, 2026$997.53$1,008.88
Jul 28, 2026$986.79$1,011.30
Jul 29, 2026$966.12$995.74
Jul 30, 2026$977.86$1,012.47
Jul 31, 2026$1,021.12$1,019.72
Aug 3, 2026$1,063.57$1,034.25
Aug 4, 2026$1,065.92$1,052.89
Aug 5, 2026$1,071.73$1,050.79
Aug 6, 2026$1,067.28$1,049.11
Aug 7, 2026$1,089.58$1,055.53
Aug 10, 2026$1,085.05$1,055.21
Aug 11, 2026$1,088.15$1,051.84
Aug 12, 2026$1,087.70$1,054.48
Aug 13, 2026$1,089.82$1,061.83
Aug 14, 2026$1,088.41$1,059.73
Aug 17, 2026$1,079.42$1,054.72
Aug 18, 2026$1,051.29$1,047.60
Aug 19, 2026$1,063.08$1,049.79
Aug 20, 2026$1,051.97$1,040.60
Aug 21, 2026$1,060.14$1,045.23
Aug 24, 2026$1,057.45$1,042.16
Aug 25, 2026$1,077.15$1,045.49
Aug 26, 2026$1,074.88$1,045.73
Aug 27, 2026$1,095.18$1,052.58
Aug 28, 2026$1,078.07$1,050.19
Aug 31, 2026$1,071.32$1,047.05
Sep 1, 2026$1,063.32$1,039.86
Sep 2, 2026$1,083.73$1,044.47
Sep 3, 2026$1,102.22$1,055.40
Sep 4, 2026$1,115.49$1,051.34
Sep 8, 2026$1,108.93$1,045.56
Sep 9, 2026$1,107.24$1,040.70
Sep 10, 2026$1,086.74$1,034.55
Sep 11, 2026$1,362.27$1,043.38
Sep 14, 2026$1,334.72$1,038.63
Sep 15, 2026$1,326.17$1,033.86
Sep 16, 2026$1,326.59$1,029.30
Sep 17, 2026$1,346.99$1,040.98
Sep 18, 2026$1,340.97$1,039.73
Sep 21, 2026$1,382.52$1,055.85
Sep 22, 2026$1,383.17$1,055.81
Sep 23, 2026$1,369.14$1,048.09
Sep 24, 2026$1,367.45$1,046.31
PortfolioS&P 500
Time-weighted return
+36.56%
Modified Dietz return
+36.26%
Normalized wealth
1,365.56
Holdings
6

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+24.37%7.06$1,581.45$581.45
AMZNAmazon.Com Inc+18.36%4.78$1,191.67$191.69
METAMeta Platforms, Inc. Class A Common Stock+17.37%1.45$1,127.32$127.35
URAGlobal X Uranium ETF+14.81%23.38$961.21-$38.81
CEGConstellation Energy Corporation Common Stock+13.55%3.36$879.35-$120.65
CCJCameco Corporation+11.55%8.44$749.61$249.65

Version history

2 merged · 0 open
  1. Merged#174 Add uranium suppliers@user16980667 · Created Jul 16, 2025, 3:17 AMVerification: Unverified
  2. Merged#155 Initial change@user16980667 · Created Jun 4, 2025, 10:52 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified