Usa Rare Earth LLC is part of the index with a 3% weight, representing critical minerals.
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The creator discusses building a custom index focused on 'Innovation's Infrastructure' rather than flashy A...
Jun 25, 2026
The creator discusses building a custom index focused on 'Innovation's Infrastructure' rather than flashy AI tech. This index targets companies involved in critical minerals, semiconductors, energy infrastructure, and cloud computing, which are essential for AI expansion. The creator highlights specific holdings like Lumentum Holdings, ASML, Ciena Corp, Constellation Energy, and GE Vernova, emphasizing their role as 'picks and shovels' businesses that benefit from AI growth. The reel also promotes a custom indexing product from Questrade, allowing users to replicate or build their own indices.
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Energy Fuels Inc is part of the index with a 3% weight, representing critical minerals for energy.
Freeport-McMoRan is part of the index with a 4% weight, representing critical minerals.
MP Materials Corp is part of the index with a 5% weight, representing critical minerals.
Cameco Corp is part of the index with a 6% weight, representing critical minerals for energy.
Micron Technology is part of the index with a 10% weight, representing the core hardware layer for AI.
Corning Inc is part of the index with a 6% weight, involved in photonics for data transmission.
Vertiv Holdings is part of the index with a 7% weight, contributing to infrastructure that powers data centers.
Taiwan Semiconductor Manufacturing Company is part of the index with a 7% weight, representing the core hardware layer for AI.
Nebius Group is part of the index with a 9% weight, contributing to communication services.
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