The narrowest chokepoint in the entire AI supply chain. No EUV machine, no leading-edge chip — and ASML is the sole supplier. That gives it pricing power almost nothing else in the sector has. Because customers order years ahead, the position tracks the long-term fab construction cycle rather than this quarter’s chip demand, and export-control policy is a live political risk.
Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.
Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.
Deposit at ExplorerA direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.
Deposit at AcceleratorA concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.
Deposit at FrontierLong-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.
Deposit at Venture