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

$1,372.62+$372.62 (+37.26%)

S&P 500: 1,188.18

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.18$1,000.00
Mar 27, 2026$963.63$982.95
Mar 30, 2026$953.43$979.66
Mar 31, 2026$950.70$1,008.14
Apr 1, 2026$992.09$1,015.73
Apr 2, 2026$965.37$1,014.45
Apr 6, 2026$989.95$1,021.45
Apr 7, 2026$983.07$1,021.90
Apr 8, 2026$1,034.47$1,046.80
Apr 9, 2026$1,036.18$1,053.98
Apr 10, 2026$1,053.12$1,053.28
Apr 13, 2026$1,071.43$1,063.57
Apr 14, 2026$1,085.23$1,076.53
Apr 15, 2026$1,104.01$1,085.03
Apr 16, 2026$1,113.25$1,086.71
Apr 17, 2026$1,131.01$1,103.99
Apr 20, 2026$1,116.68$1,098.64
Apr 21, 2026$1,125.15$1,099.69
Apr 22, 2026$1,109.27$1,098.37
Apr 23, 2026$1,133.17$1,099.82
Apr 24, 2026$1,130.45$1,105.00
Apr 27, 2026$1,169.18$1,108.64
Apr 28, 2026$1,148.09$1,102.76
Apr 29, 2026$1,142.14$1,100.58
Apr 30, 2026$1,133.83$1,103.53
May 1, 2026$1,130.75$1,117.95
May 4, 2026$1,130.20$1,113.04
May 5, 2026$1,143.01$1,121.02
May 6, 2026$1,130.89$1,134.04
May 7, 2026$1,158.85$1,138.46
May 8, 2026$1,152.37$1,141.84
May 11, 2026$1,142.27$1,146.04
May 12, 2026$1,130.29$1,140.46
May 13, 2026$1,133.35$1,143.92
May 14, 2026$1,137.27$1,159.83
May 15, 2026$1,118.61$1,149.52
May 18, 2026$1,095.84$1,145.03
May 19, 2026$1,083.78$1,135.17
May 20, 2026$1,095.88$1,144.06
May 21, 2026$1,102.05$1,144.79
May 22, 2026$1,115.96$1,158.31
May 26, 2026$1,117.65$1,163.54
May 27, 2026$1,104.61$1,162.95
May 28, 2026$1,118.00$1,169.15
May 29, 2026$1,130.98$1,174.88
Jun 1, 2026$1,107.16$1,175.87
Jun 2, 2026$1,122.63$1,174.20
Jun 3, 2026$1,103.44$1,176.05
Jun 4, 2026$1,093.56$1,165.42
Jun 5, 2026$1,071.30$1,166.67
Jun 8, 2026$1,043.74$1,145.92
Jun 9, 2026$1,034.42$1,143.58
Jun 10, 2026$1,012.98$1,136.34
Jun 11, 2026$1,001.60$1,124.81
Jun 12, 2026$1,019.90$1,144.48
Jun 15, 2026$1,062.81$1,170.12
Jun 16, 2026$1,062.85$1,163.14
Jun 17, 2026$1,037.18$1,148.61
Jun 18, 2026$1,060.89$1,157.57
Jun 22, 2026$1,045.22$1,153.93
Jun 23, 2026$1,033.87$1,137.17
Jun 24, 2026$1,025.68$1,136.65
Jun 25, 2026$1,005.30$1,135.63
Jun 26, 2026$1,007.83$1,130.06
Jun 29, 2026$1,016.38$1,148.68
Jun 30, 2026$1,012.19$1,157.62
Jul 1, 2026$1,010.77$1,156.06
Jul 2, 2026$999.17$1,154.54
Jul 6, 2026$1,012.89$1,164.61
Jul 7, 2026$1,012.00$1,159.08
Jul 8, 2026$1,019.75$1,155.50
Jul 9, 2026$1,034.93$1,165.28
Jul 10, 2026$1,056.71$1,170.30
Jul 13, 2026$1,038.97$1,161.34
Jul 14, 2026$1,053.56$1,165.47
Jul 15, 2026$1,067.46$1,169.70
Jul 16, 2026$1,040.52$1,163.74
Jul 17, 2026$1,023.56$1,152.23
Jul 20, 2026$1,026.32$1,150.37
Jul 21, 2026$1,041.17$1,159.96
Jul 22, 2026$1,052.01$1,158.92
Jul 23, 2026$1,029.34$1,144.31
Jul 24, 2026$1,018.49$1,145.47
Jul 27, 2026$1,002.68$1,145.72
Jul 28, 2026$991.89$1,148.46
Jul 29, 2026$971.11$1,130.79
Jul 30, 2026$982.92$1,149.79
Jul 31, 2026$1,026.40$1,158.02
Aug 3, 2026$1,069.07$1,174.52
Aug 4, 2026$1,071.43$1,195.69
Aug 5, 2026$1,077.27$1,193.31
Aug 6, 2026$1,072.80$1,191.40
Aug 7, 2026$1,095.21$1,198.69
Aug 10, 2026$1,090.66$1,198.33
Aug 11, 2026$1,093.77$1,194.50
Aug 12, 2026$1,093.32$1,197.49
Aug 13, 2026$1,095.46$1,205.85
Aug 14, 2026$1,094.03$1,203.46
Aug 17, 2026$1,085.00$1,197.77
Aug 18, 2026$1,056.72$1,189.68
Aug 19, 2026$1,068.57$1,192.17
Aug 20, 2026$1,057.40$1,181.74
Aug 21, 2026$1,065.62$1,187.00
Aug 24, 2026$1,062.92$1,183.51
Aug 25, 2026$1,082.72$1,187.29
Aug 26, 2026$1,080.44$1,187.56
Aug 27, 2026$1,100.84$1,195.34
Aug 28, 2026$1,083.64$1,192.62
Aug 31, 2026$1,076.86$1,189.06
Sep 1, 2026$1,068.82$1,180.89
Sep 2, 2026$1,089.33$1,186.13
Sep 3, 2026$1,107.92$1,198.55
Sep 4, 2026$1,121.25$1,193.93
Sep 8, 2026$1,114.66$1,187.37
Sep 9, 2026$1,112.96$1,181.85
Sep 10, 2026$1,092.36$1,174.86
Sep 11, 2026$1,369.31$1,184.89
Sep 14, 2026$1,341.61$1,179.49
Sep 15, 2026$1,333.02$1,174.08
Sep 16, 2026$1,333.45$1,168.91
Sep 17, 2026$1,353.95$1,182.16
Sep 18, 2026$1,347.90$1,180.75
Sep 21, 2026$1,389.66$1,199.06
Sep 22, 2026$1,390.32$1,199.01
Sep 23, 2026$1,376.21$1,190.24
Sep 24, 2026$1,374.52$1,188.18
PortfolioS&P 500
Time-weighted return
+37.26%
Modified Dietz return
+37.01%
Normalized wealth
1,372.62
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