North buys them for you.
Servers & Data Storage Hardware
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AI deployment and enterprise computing require physical servers and persistent data storage, not just processors. This basket pairs server manufacturers with drive and storage-system suppliers to capture that infrastructure demand across complementary businesses. With technology shares under pressure, the focus is on hardware suppliers whose opportunity depends on equipment purchases rather than software monetization alone. Launch basket (equal weight): DELL, HPE, SMCI, STX, WDC, NTAP 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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