One place to look
The fund covers a single thing: the physical-layer buildout that AI demand requires. Compute needs power, power needs grid, and the whole system needs to move data. A name earns a place here only if it supplies the power, data, connectivity, or launch capacity that buildout depends on.
The screen that matters is not whether a name is infrastructure. Nearly everything here is. It is whether the name would still earn its revenue if a hyperscaler cut next year's spending tomorrow.
Inclusion is coverage-universe membership, not a rating or a position. Coverage advances by conviction and by turn in the queue, never by size alone.
Now open
Help pick the next report.
Readers nominate the names they want covered. The most-requested ticker moves to the top of the research queue, and comes off the board the day its report publishes.
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Tap a ticker to cast your vote.