AI Infrastructure Portfolio
AI Infrastructure Portfolio
Chart: Work in progress
ISIN
CH1352608884
Portfolio Report
Work in progress
Termsheet
Cost structure
Management Fee: 0.7% p.a.
Emittenten Fee: 0.3% p.a.
Performance Fee: 10.0%
Live Tracking
Market Environment & Trends
Artificial Intelligence (AI) is the defining technology trend of the coming decade. The market for AI infrastructure – consisting of semiconductors, data centers, cloud computing, network technologies, and energy-efficient solutions – is growing dynamically.
- Market potential: By 2030, the market volume is expected to exceed USD 1.5 trillion (CAGR > 25%).
- Growth drivers: Increasing data volumes, new AI models, rising demand for high-performance computing and cloud infrastructure.
- Challenges: Energy consumption, network capacities, and specialized hardware are bottlenecks requiring innovation.
AI infrastructure thus forms the backbone of digital transformation.
Investment Case
The AI Infrastructure Portfolio focuses on companies that provide the foundation for the use of artificial intelligence.
- Demand potential: AI requires powerful hardware, storage solutions, network technologies, and energy-efficient data centers.
- Attractiveness: Infrastructure companies benefit from recurring demand, high entry barriers, and structural growth.
- Focus: Selection of companies with above-average revenue growth, technological leadership, and clear market dominance.
Investment Strategy
The portfolio follows a clearly structured and rules-based approach.
- Selection criteria:
- Market leadership / technological differentiation
- Solid balance sheet quality and high R&D investments
- Diversification across segments:
- Semiconductors & chipsets (GPU, ASIC, FPGA)
- Cloud & data centers (planning, construction, and management)
- Network infrastructure & storage solutions
- Energy efficiency & cooling technologies
- Energy supply
- Security solutions
- Methodology: Combination of bottom-up analysis, momentum-driven selection, and a sector overlay to identify the most attractive investment opportunities.
Risk management
Disciplined risk management is an integral part of the strategy.
- Market risks: High volatility in the technology sector, cyclical demand.
- Technology risks: Rapid innovation cycles, risk of disruptive developments.
- Regulatory risks: Data protection, export restrictions, geopolitical tensions.
- Control:
- Broad diversification across segments and regions
- Strict monitoring of fundamental company data
- Use of a multi-factor approach (growth, momentum, quality)
- Screening: Ongoing monitoring and systematic momentum screening (absolute and relative momentum) for early detection of trend shifts.
Conclusion
The AI Infrastructure Portfolio provides investors with access to the key enablers of the AI revolution. The focus is on structural growth drivers that will sustainably shape the digital future.
Investors thus gain the opportunity to participate in a dynamic and long-term relevant market segment – based on a clear strategy and professional risk management.
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