Infrastructure Focus
Exposure to companies supporting the physical systems behind next-generation AI chips.
AI compute infrastructure • Advanced packaging • Backend bottlenecks
The $STACK Index
Owning the semiconductor bottleneck. Traditional semiconductor exposure is crowded. STACK targets the physical layer AI chips depend on: advanced packaging, assembly, test, inspection, metrology, high-purity systems, interconnects, cooling, and deployment infrastructure.
20-Ticker Model
ETF-Ready Framework
Institutional Documentation
Investment Thesis
Built around the infrastructure layer powering AI compute.
Bottleneck Exposure
Advanced packaging, testing, yield control, thermal validation, power and high-purity systems.
Differentiated Portfolio
Designed to isolate backend and infrastructure exposure rather than broad semiconductor beta.
20Target Constituents
4Portfolio Tiers
$3MSeed Target
LiveTracking Active
Architecture
AI compute is a physical supply chain.
STACK is designed around the companies required to manufacture, package, test, connect, cool, and deploy AI compute capacity.
Chip Design
Wafer Fabrication
Advanced Packaging
Assembly & Test
Inspection, Metrology & Yield Control
Power, Cooling & Data Center Deployment
De-Risking Map
From concept to launch-ready infrastructure.
Methodology100%
Governance Framework100%
Data Room100%
Live TrackingActive
Index Provider EngagementUnderway
Seed CapitalCurrent Phase
Roadmap
STACK launch progression.
Phase 1
Research & Architecture
Physical bottleneck thesis, universe definition, and category design.
Phase 2
Methodology
Constituent framework, tier structure, liquidity controls, and maintenance logic.
Phase 3
Governance
Governance charter, review controls, corporate actions, and operating policies.
Phase 4
Data Room
Executive summary, implementation materials, source evidence, simulations, and registers.
Phase 5
Seed Capital Raise
Current phase: investor outreach, partner conversations, and launch-readiness positioning.
Phase 6
ETF Launch
Upcoming: final service-provider onboarding and launch execution.
Project Update
Current status: investor presentation stage.
STACK has completed the core documentation stack, including methodology, governance, maintenance, liquidity, watchlist, simulation, and data room materials. The current focus is seed capital, investor outreach, and ETF launch preparation.
Investor Relations
Request materials or contact STACK.
Investor inquiries: investors@stackinfrastructureholdings.com
Confidential discussion materials only. Not investment advice, not legal advice, not a prospectus, not a solicitation, and not official ETF performance material.