Upload portfolio Portfolio overview AI Assistant
Sign in
Sign up

Upload your portfolio

CSV or Excel — mapped to AutoCIO's universe in seconds.
Drag & drop your holdings
or click to browse
.csv
.xlsx
.xls
ai_infra_holdings.csv 15 KB

Agentic Built AI-Infrastructure

15 mapped · USD · 11Y
✓ AI universe
AI score 51%
vs S&P BMI IT

Performance · Growth of $100M

1M3M1Y5YMAX
$1B $800M $600M $400M $200M $0 2015 2018 2021 2024 2026
Portfolio Benchmark

Top 10 holdings

15 mapped
HoldingWeightAI Signal
Apple Inc.10.84%49.12%
Microsoft9.96%43.24%
Taiwan Semi9.86%63.75%
Broadcom8.94%49.40%
NVIDIA8.70%62.69%
Samsung6.72%57.30%
AMD5.21%49.06%
Palo Alto4.72%39.23%
Micron4.24%39.94%
Texas Instr.3.54%57.95%
⚡ AutoCIO AI · Portfolio vs Benchmark
How does this portfolio compare against the benchmark — and where does it outperform?
AutoCIO response
Excess return: +0.88% p.a. since inception · tracking error 6.4%.
Information ratio: 2.66 — risk-adjusted outperformance well above 1.0.
Beta 1.08 · captures 111% of benchmark upside, 100% of downside.
Overall portfolio AI signal: 51% · top contributors TSMC (63.7%) and NVIDIA (62.7%).