1. $CoreWeave, Inc.(CRWV)$ - AI Infrastructure
2. $NEBIUS(NBIS)$ - AI Infrastructure
3. $Cipher Mining Inc.(CIFR)$ - AI Compute
4. $IREN Ltd(IREN)$ - AI Compute
5. $Hewlett Packard Enterprise(HPE)$ - AI Servers
6. $Vertiv Holdings LLC(VRT)$ - Data Center Cooling
7. $Applied Optoelectronics(AAOI)$ - Photonics
8. $Aehr Test(AEHR)$ - Photonics
9. $ARM Holdings(ARM)$ - Semis
10. $Micron Technology(MU)$ - AI Memory
11. $MARA Holdings(MARA)$ - Crypto
12. $Coinbase Global, Inc.(COIN)$ - Crypto
13. $Robinhood(HOOD)$ - Fintech
14. $Intuitive Machines(LUNR)$ - Space
15. $Oscar Health, Inc.(OSCR)$ - Healthcare
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