North buys them for you.
Network Infrastructure & Cybersecurity
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Enterprises need both higher-capacity networks and security platforms that protect traffic, applications, and users. North's leading cybersecurity portfolios support building on this theme, while network-equipment suppliers broaden exposure beyond security software alone. Recent hardware weakness offers a selective entry opportunity, although elevated security valuations and uneven infrastructure spending remain risks. Launch basket (equal weight): CRWD, PANW, CSCO, ANET, CIEN, FTNT, ZS, NET 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.
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AI portfolios against QQQ since launch
All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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