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VistaShares
Broad AI-supercycle ETF — spans memory (SK Hynix 10.5%, MU 7.5%), compute (AMD, INTC, TSM, NVDA, AVGO), datacenter power (VRT 4.7%, GEV 3.3%, VICR, AEIS, Legrand), semi equipment (ASML), networking (ANET, CSCO, COHR), cybersecurity (PANW, CRWD, ZS), and servers/ODMs (Foxconn, Quanta, Asustek, SMCI, HPE). 54 equity holdings + cash sweep, top-heavy on Korean/Taiwanese memory + US power infra. Distinct from $DRAM (pure-play memory) and $SMH (semis-only) by including the power and networking layers.
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Broad AI-supercycle exposure — includes AMD/NVDA/TSM/INTC/AVGO/ARM/MRVL alongside the memory and power layers.
~26% weight in memory names (SK Hynix 10.5%, MU 7.5%, Samsung 2.2%, SNDK 2.0%, WDC 1.6%, STX 2.7%). Less concentrated than $DRAM but broader thematic.
Includes ANET, COHR, AVGO, CSCO, Nokia, Credo — networking layer of the AI stack.
~16% weight in power infra (Vertiv 4.7%, GE Vernova 3.3%, Vicor 3.2%, AEIS 1.3%, Legrand 2.1%, Munters 0.6%). Cleanest power-tilted broad ETF outside dedicated utility funds.
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