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AI And LLM Infrastructure Leaders

$LLMSTACKAIAAndreis B.

About AI And LLM Infrastructure Leaders

A research driven basket inspired by Goldman Sachs style AI productivity and infrastructure frameworks, focused on public companies that monetize the compute, networking, and power stack behind large language models.

Asset Breakdown

NVDA19.18%
MSFT14.74%
MU11.38%
AMZN11.35%
TSM8.01%
GOOGL7.11%
AVGO6.44%
ANET6.15%
ASML5.98%
ETN3.52%
VRT2.68%
EQIX2.56%
DLR0.9%

About the Creator

AI and LLM’s industry is the future. the portfolios I create capture the publicly traded companies that are most effected by it.

Activity

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