Macroplane › BasketsAI Bottleneck Baskets Curated, equal-weight baskets of public companies tracking the bottlenecks in the AI buildout — from memory and photonics to power, grid, and packaging.
AI Cloud / Neoclouds — Pure-play AI cloud and HPC compute providers (IREN , NBIS , CRWV , CLS , APLD , HUT ) Cooling — Liquid cooling, thermal management, HVAC for data centers (VRT , MOD , NVT , JCI , TT , AAON ) Custom Silicon — GPUs, accelerators, custom AI ASICs (MRVL , AVGO , NVDA , AMD , INTC , ARM , QCOM ) HBM / Packaging — Advanced packaging, test, HBM toolchain (CAMT , ONTO , ENTG , COHU ) InP & Substrates — Indium phosphide and III-V substrates for photonics (AXTI , MTSI , SOI , WOLF ) Lithography & Fab Tools — Litho/etch/dep tools — fab capex (ASML , TSM , LRCX , KLAC , AMAT ) Memory Supercycle — Memory cycle play (MU , SNDK , TOWCF ) Networking / Retimers — Switches, NICs, retimers, optical-electrical bridges (ALAB , CRDO , ANET , CSCO ) Photonics / CPO — Optical interconnects, co-packaged optics, transceivers (COHR , LITE , FN , CIEN , POET , IPGP , SIVE.ST ) Power & Grid — Grid build-out, transformers, nuclear & gas peakers powering AI load (GEV , TLN , CEG , VST , POWL , AMSC , BE , ETN , HUBB , VICR , GNRC , TXN , EMR , ROK ) Connectors & Interconnect — High-speed connectors and cabling (APH , TEL , GLW ) Construction & MEP — Data-center general contractors, electrical, mechanical, fit-out (PWR , EME , FIX , MTZ , DY ) Outliers — High-conviction names that don't fit a single bucket (AAOI , BESIY , AEHR , KLIC ) Rare Earths — Critical minerals and processing (MP , ALOY , USAR , TMC ) Storage — Enterprise storage and HDD/SSD makers (STX , WDC , NTAP , PSTG ) Macro trends · Product categories · Industries
