← All Indices

ACCE AI Memory & Optics

The two AI bottlenecks after the GPU: high-bandwidth memory and storage, and the optical and electrical links between accelerators.

Since Inception
+4.8%
SMH
+0.0%
Alpha vs SMH
+4.8%
Today
+4.8%
Holdings
17
Inception
Sep 26
Volatility 30d
-
Volatility 90d
-
Sharpe 90d
-
Max drawdown
-
Beta vs SMH
-
Performance vs SMH
No chart data yet
NAV will populate once price crons have run
Base value 1,000 at inception · Sep 18, 2026
Loading performance windows…
Allocation
Loading allocation…
Top contributors
Loading attribution…
Trade ticket export - Pro →
Ticker
Company
Start Wt
Curr Wt
Entry
Price
Chg Today
Return
SNDK
Sandisk Corporation Common Stock
Technology
20.0%
6.2%
$1614.39
$1791.82
+11.0%
+11.0%
285A.T
Kioxia Holdings Corporation
Technology
19.9%
6.1%
¥49880.00
¥54570.00
+9.4%
+9.4%
AAOI
Applied Optoelectronics Inc. Common Stock
Technology
20.0%
6.0%
$98.06
$105.17
+7.3%
+7.3%
COHR
Coherent Corp. Common Stock
Technology
20.0%
6.0%
$295.98
$317.36
+7.2%
+7.2%
STX
Seagate Technology Holdings PLC Ordinary Shares (Ireland)
Technology
20.0%
6.0%
$803.13
$858.79
+6.9%
+6.9%
+12 more holdings - sign up free to see them all.
Stay on top of this index
Get notified on rebalances, new picks, and daily performance.