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Enterprise Servers & Storage
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Enterprise computing depends on physical servers and persistent storage, not just software and accelerator chips. This basket targets the manufacturers supplying those systems and components as customers expand computing capacity and refresh installed equipment. It offers a hardware-focused alternative to tonight's enterprise workflow and analytics portfolio, while retaining exposure to cyclical infrastructure spending.
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Enterprise computing depends on physical servers and persistent storage, not just software and accelerator chips. This basket targets the manufacturers supplying those systems and components as customers expand computing capacity and refresh installed equipment. It offers a hardware-focused alternative to tonight's enterprise workflow and analytics portfolio, while retaining exposure to cyclical infrastructure spending. 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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