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| Stage | Company | Revenue | Valuation | Focus | Products |
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Q2'26 Infra Play Portfolio
Active from April 1, 2026 with eight infrastructure positions
Portfolio update: The Q2'26 basket is active from April 1, 2026 and consists of Broadcom, ASML, Micron, Eaton, Vertiv, Credo, Tower Semiconductor, and Veeco. The table tracks current prices against the April 1 start price.
| Ticker | Company | Price | Apr 1 | Since Apr 1 | Q2 Weight | Status |
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This portfolio represents directional bets and is not financial advice.
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