Entries
Thematic investment exposures under the XcloudMultipro - Holdings by TERAFAB mandate
Semiconductor infrastructure
Logic, memory, advanced packaging and fab-scale manufacturing capacity themes.
BTC
Bitcoin-linked infrastructure and settlement-rail thematic exposure.
DOGE
Selected digital-asset reference exposure within the broader technology allocation framework.
USDT
Stablecoin and settlement-rail thematic exposure.
TSLA reference exposure
Public-market reference exposure related to autonomous systems, energy and robotics themes.
SpaceX IPO-style asset
Thematic positioning around launch, orbital infrastructure and related capital-formation concepts.
TeraFab infrastructure exposure
Vertically integrated chip manufacturing, packaging and compute-capacity thesis inspired by the TeraFab concept.
AI computing
Training clusters, inference capacity and supporting software/hardware stacks.
Energy infrastructure
Power generation, storage and delivery systems required at terawatt-scale compute ambitions.