EQIX
Equinix, Inc. Common Stock REIT
stock NASDAQ

RACK is offered by the company (Roundhill) that brought us DRAM. It has not been out very long and as soon as I bought it the AI selloff started (last Friday). I wish that I waited until yesterday but it is still down a lot from what I paid.
DRAM focuses on memory and storage. RACK focuses on the whole AI Data Center: Chips, Memory, Power, networking, construction, photonics, software, data center REITs ...
|Symbol|Description|Sub-Industry|% of Net Assets|
|:-|:-|:-|:-|
|||||
|MU|Micron Technology Inc|Semiconductors|7.46%|
|SNDK|SanDisk Corp Ordinary Shares|Technology Hardware, Storage & Peripherals|4.94%|
|STX|Seagate Technology Holdings PLC|Technology Hardware, Storage & Peripherals|4.73%|
|WDC|Western Digital Corp|Technology Hardware, Storage & Peripherals|4.02%|
|AVGO|Broadcom Inc|Semiconductors|3.86%|
|APH|Amphenol Corp Class A|Electronic Components|3.84%|
|NVDA|NVIDIA Corp|Semiconductors|3.75%|
|ANET|Arista Networks Inc|Communications Equipment|3.70%|
|ETN|Eaton Corp PLC|Electrical Components & Equipment|3.49%|
|AMD|Advanced Micro Devices Inc|Semiconductors|3.20%|
|\--|Cameco Corp|Coal & Consumable Fuels|2.98%|
|CEG|Constellation Energy Corp|Electric Utilities|2.81%|
|EQIX|Equinix Inc|Data Center REITs|2.52%|
|VRT|Vertiv Holdings Co Class A|Electrical Components & Equipment|2.40%|
|MRVL|Marvell Technology Inc|Semiconductors|2.35%|
|PEG|Public Service Enterprise Group Inc|Multi-Utilities|2.29%|
|HPE|Hewlett Packard Enterprise Co|Technology Hardware, Storage & Peripherals|2.26%|
|PWR|Quanta Services Inc|Construction & Engineering|2.22%|
|NBIS|Nebius Group NV Shs Class-A-|Systems Software|2.14%|
|CMI|Cummins Inc|Construction Machinery & Heavy Transportation Equipment|2.08%|
|PCG|PG&E Corp|Electric Utilities|1.89%|
|ALAB|Astera Labs Inc|Semiconductors|1.88%|
|ARM|ARM Holdings PLC ADR|Semiconductors|1.85%|
|EMR|Emerson Electric Co|Electrical Components & Equipment|1.80%|
|CLS|Celestica Inc Ordinary Shares (Subordinate Voting)|Electronic Manufacturing Services|1.73%|
|JCI|Johnson Controls International PLC Registered Shares|Building Products|1.72%|
|LITE|Lumentum Holdings Inc|Communications Equipment|1.53%|
|QCOM|Qualcomm Inc|Semiconductors|1.43%|
|DLR|Digital Realty Trust Inc|Data Center REITs|1.42%|
|BWXT|BWX Technologies Inc|Aerospace & Defense|1.25%|

RACK is offered by the company (Roundhill) that brought us DRAM. It has not been out very long and as soon as I bought it the AI selloff started (last Friday). I wish that I waited until yesterday but it is still down a lot from what I paid.
DRAM focuses on memory and storage. RACK focuses on the whole AI Data Center: Chips, Memory, Power, networking, construction, photonics, software, data center REITs ...
|Symbol|Description|Sub-Industry|% of Net Assets|
|:-|:-|:-|:-|
|||||
|MU|Micron Technology Inc|Semiconductors|7.46%|
|SNDK|SanDisk Corp Ordinary Shares|Technology Hardware, Storage & Peripherals|4.94%|
|STX|Seagate Technology Holdings PLC|Technology Hardware, Storage & Peripherals|4.73%|
|WDC|Western Digital Corp|Technology Hardware, Storage & Peripherals|4.02%|
|AVGO|Broadcom Inc|Semiconductors|3.86%|
|APH|Amphenol Corp Class A|Electronic Components|3.84%|
|NVDA|NVIDIA Corp|Semiconductors|3.75%|
|ANET|Arista Networks Inc|Communications Equipment|3.70%|
|ETN|Eaton Corp PLC|Electrical Components & Equipment|3.49%|
|AMD|Advanced Micro Devices Inc|Semiconductors|3.20%|
|\--|Cameco Corp|Coal & Consumable Fuels|2.98%|
|CEG|Constellation Energy Corp|Electric Utilities|2.81%|
|EQIX|Equinix Inc|Data Center REITs|2.52%|
|VRT|Vertiv Holdings Co Class A|Electrical Components & Equipment|2.40%|
|MRVL|Marvell Technology Inc|Semiconductors|2.35%|
|PEG|Public Service Enterprise Group Inc|Multi-Utilities|2.29%|
|HPE|Hewlett Packard Enterprise Co|Technology Hardware, Storage & Peripherals|2.26%|
|PWR|Quanta Services Inc|Construction & Engineering|2.22%|
|NBIS|Nebius Group NV Shs Class-A-|Systems Software|2.14%|
|CMI|Cummins Inc|Construction Machinery & Heavy Transportation Equipment|2.08%|
|PCG|PG&E Corp|Electric Utilities|1.89%|
|ALAB|Astera Labs Inc|Semiconductors|1.88%|
|ARM|ARM Holdings PLC ADR|Semiconductors|1.85%|
|EMR|Emerson Electric Co|Electrical Components & Equipment|1.80%|
|CLS|Celestica Inc Ordinary Shares (Subordinate Voting)|Electronic Manufacturing Services|1.73%|
|JCI|Johnson Controls International PLC Registered Shares|Building Products|1.72%|
|LITE|Lumentum Holdings Inc|Communications Equipment|1.53%|
|QCOM|Qualcomm Inc|Semiconductors|1.43%|
|DLR|Digital Realty Trust Inc|Data Center REITs|1.42%|
|BWXT|BWX Technologies Inc|Aerospace & Defense|1.25%|