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 · 6 months

$1,045.71+$45.71 (+4.57%)

S&P 500: 1,114.82

Portfolio performance over 6 months
DatePortfolioS&P 500
Feb 9, 2026$1,000.00Not available
Feb 9, 2026$1,000.00$1,000.00
Feb 10, 2026$1,004.97$997.36
Feb 11, 2026$1,003.65$995.64
Feb 12, 2026$1,000.33$987.91
Feb 13, 2026$971.74$986.90
Feb 17, 2026$983.17$984.00
Feb 18, 2026$992.36$988.96
Feb 19, 2026$986.94$986.35
Feb 20, 2026$990.71$993.01
Feb 23, 2026$998.60$983.34
Feb 24, 2026$1,021.43$990.74
Feb 25, 2026$1,037.18$998.89
Feb 26, 2026$1,015.61$993.30
Feb 27, 2026$1,009.13$988.53
Mar 2, 2026$1,026.27$989.09
Mar 3, 2026$1,009.53$980.37
Mar 4, 2026$1,027.01$987.29
Mar 5, 2026$1,023.64$981.79
Mar 6, 2026$991.09$968.92
Mar 9, 2026$1,011.65$977.40
Mar 10, 2026$1,019.65$975.83
Mar 11, 2026$1,021.14$974.61
Mar 12, 2026$993.68$959.81
Mar 13, 2026$991.53$954.38
Mar 16, 2026$985.03$964.09
Mar 17, 2026$990.20$966.63
Mar 18, 2026$985.50$953.14
Mar 19, 2026$967.28$950.79
Mar 20, 2026$967.97$934.61
Mar 23, 2026$949.28$944.42
Mar 24, 2026$939.88$941.25
Mar 25, 2026$967.26$946.49
Mar 26, 2026$954.44$929.59
Mar 27, 2026$919.56$913.74
Mar 30, 2026$909.83$910.69
Mar 31, 2026$907.22$937.16
Apr 1, 2026$946.72$944.22
Apr 2, 2026$921.22$943.03
Apr 6, 2026$944.67$949.54
Apr 7, 2026$938.12$949.95
Apr 8, 2026$987.17$973.10
Apr 9, 2026$988.79$979.77
Apr 10, 2026$1,004.96$979.12
Apr 13, 2026$1,022.43$988.69
Apr 14, 2026$1,035.60$1,000.73
Apr 15, 2026$1,053.53$1,008.63
Apr 16, 2026$1,062.33$1,010.20
Apr 17, 2026$1,079.29$1,026.26
Apr 20, 2026$1,065.61$1,021.28
Apr 21, 2026$1,073.69$1,022.26
Apr 22, 2026$1,058.54$1,021.04
Apr 23, 2026$1,081.35$1,022.38
Apr 24, 2026$1,078.75$1,027.20
Apr 27, 2026$1,115.71$1,030.58
Apr 28, 2026$1,095.59$1,025.11
Apr 29, 2026$1,089.91$1,023.09
Apr 30, 2026$1,081.98$1,025.83
May 1, 2026$1,079.04$1,039.24
May 4, 2026$1,078.51$1,034.67
May 5, 2026$1,090.74$1,042.09
May 6, 2026$1,079.17$1,054.20
May 7, 2026$1,105.86$1,058.30
May 8, 2026$1,099.67$1,061.45
May 11, 2026$1,090.03$1,065.35
May 12, 2026$1,078.60$1,060.16
May 13, 2026$1,081.52$1,063.38
May 14, 2026$1,085.26$1,078.17
May 15, 2026$1,067.45$1,068.58
May 18, 2026$1,045.72$1,064.41
May 19, 2026$1,034.22$1,055.24
May 20, 2026$1,045.77$1,063.51
May 21, 2026$1,051.65$1,064.19
May 22, 2026$1,064.93$1,076.75
May 26, 2026$1,066.54$1,081.62
May 27, 2026$1,054.09$1,081.07
May 28, 2026$1,066.87$1,086.84
May 29, 2026$1,079.26$1,092.16
Jun 1, 2026$1,056.53$1,093.08
Jun 2, 2026$1,071.29$1,091.52
Jun 3, 2026$1,052.98$1,093.25
Jun 4, 2026$1,043.55$1,083.37
Jun 5, 2026$1,022.30$1,084.53
Jun 8, 2026$996.01$1,065.24
Jun 9, 2026$987.12$1,063.07
Jun 10, 2026$966.65$1,056.33
Jun 11, 2026$955.79$1,045.61
Jun 12, 2026$973.26$1,063.90
Jun 15, 2026$1,014.20$1,087.73
Jun 16, 2026$1,014.24$1,081.25
Jun 17, 2026$989.74$1,067.74
Jun 18, 2026$1,012.37$1,076.07
Jun 22, 2026$997.42$1,072.69
Jun 23, 2026$986.58$1,057.11
Jun 24, 2026$978.77$1,056.62
Jun 25, 2026$959.32$1,055.67
Jun 26, 2026$961.74$1,050.49
Jun 29, 2026$969.90$1,067.80
Jun 30, 2026$965.90$1,076.11
Jul 1, 2026$964.55$1,074.66
Jul 2, 2026$953.48$1,073.25
Jul 6, 2026$966.57$1,082.61
Jul 7, 2026$965.72$1,077.47
Jul 8, 2026$973.12$1,074.14
Jul 9, 2026$987.60$1,083.23
Jul 10, 2026$1,008.38$1,087.90
Jul 13, 2026$991.45$1,079.57
Jul 14, 2026$1,005.37$1,083.41
Jul 15, 2026$1,018.64$1,087.35
Jul 16, 2026$992.93$1,081.81
Jul 17, 2026$976.75$1,071.10
Jul 20, 2026$979.38$1,069.37
Jul 21, 2026$993.55$1,078.29
Jul 22, 2026$1,003.90$1,077.33
Jul 23, 2026$982.27$1,063.74
Jul 24, 2026$971.91$1,064.82
Jul 27, 2026$956.83$1,065.05
Jul 28, 2026$946.53$1,067.60
Jul 29, 2026$926.70$1,051.17
Jul 30, 2026$937.97$1,068.83
Jul 31, 2026$979.46$1,076.49
Aug 3, 2026$1,020.18$1,091.82
Aug 4, 2026$1,022.43$1,111.51
Aug 5, 2026$1,028.00$1,109.29
Aug 6, 2026$1,023.74$1,107.51
Aug 7, 2026$1,045.12$1,114.29
Aug 10, 2026$1,045.71$1,114.82
PortfolioS&P 500
Time-weighted return
+4.57%
Modified Dietz return
+4.57%
Normalized wealth
1,045.71
Holdings
5

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+28.26%7.06$1,550.44$550.45
AMZNAmazon.Com Inc+24.27%4.78$1,331.50$331.52
CEGConstellation Energy Corporation Common Stock+16.73%3.36$918.08-$81.92
METAMeta Platforms, Inc. Class A Common Stock+15.80%1.45$867.07-$132.90
CCJCameco Corporation+14.93%8.44$819.41$319.44

Version history

1 merged · 1 open
  1. Open#174 Add uranium suppliers@user16980667 · Created Jul 16, 2025, 3:17 AMVerification: Not applicable
  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