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
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