Enterprise Databases & Data Infrastructure

Own the databases, storage systems and hybrid infrastructure that enterprises use to retain, govern and run their operational data, rather than another AI application basket. The opportunity is durable demand from database modernization and increasingly complex enterprise workloads. The basket pairs established infrastructure vendors with cloud database specialists; competition and uneven enterprise spending remain the principal risks. Launch basket (equal weight): ORCL, SNOW, IBM, DELL, HPE, NTAP, MDB 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.