If I could put together my own $NVIDIA Corp(NVDA)$ Ecosystem ETF, it would include:

1. Core Holding – AI Compute Leader (40–50%)

Nvidia (NVDA)

Primary exposure to the global leader in AI GPUs and accelerated computing.

2. Nvidia Ecosystem Innovators (20–30%)

Companies directly partnered with or invested in by Nvidia:

$Arm Holdings(ARM)$ – CPU architecture powering next-gen AI devices

$SoundHound AI Inc(SOUN)$ – Voice AI and conversational systems

$Recursion Pharmaceuticals, Inc.(RXRX)$ – AI-driven drug discovery

Nano-X Imaging (NNOX) – AI-enhanced medical imaging

3. AI Supply-Chain Backbone (15–25%)

Critical enablers for Nvidia’s chip production:

TSMC (TSM) – Advanced semiconductor manufacturing

ASML (ASML) – Lithography systems essential for cutting-edge chips

4. Cloud Compute Infrastructure (5–15%)

Beneficiaries of rising GPU demand:

$CoreWeave, Inc.(CRWV)$ – GPU cloud services and AI compute provider