Commercial Computing: Classical & Quantum Systems

Own vendors that sell computing capacity and systems to enterprises, spanning conventional servers, cloud infrastructure and quantum machines rather than chip designers or application software. IonQ's Elisity acquisition provides a fresh catalyst for examining how quantum vendors can develop broader enterprise relationships, although integration and dilution remain risks. Established computing suppliers anchor the basket while quantum specialists provide exposure to an emerging commercial architecture. Catalysts: - 2026-10-12 IONQ to acquire Elisity to accelerate zero trust for the quantum era (https://www.ionq.com/news/ionq-to-acquire-elisity-to-accelerate-zero-trust-for-the-quantum-era) Launch basket (equal weight): IBM, HPE, DELL, ORCL, SMCI, IONQ, QBTS, RGTI Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.