Four Ondo-Powered Index Strategies Are Live on Toros
Toros has added its first Ondo-powered index strategies, giving users access to four public market themes through a single Toros vault token: AI silicon, peptide medicines, AI compute capacity and quantum computing.
The strategies use Ondo Global Markets tokenized equities and run on Chamber vaults.
The first four strategies are:
CHIP, The Semiconductor Stack
PEPT, The Peptide Stack
NEO, The Neocloud Stack
QNTM, The Quantum Stack
Each strategy has a defined basket, a clear theme and rules for how the vault is managed.
CHIP: The Semiconductor Stack
CHIP tracks the AI silicon theme.
AI demand needs compute. Compute needs chips.
CHIP gives concentrated exposure to six chokepoint companies behind leading-edge AI compute: GPUs, foundries, EUV lithography, networking and memory.
The basket includes NVDAon (NVIDIA), TSMon (Taiwan Semiconductor), ASMLon, AVGOon (Broadcom), AMDon and MUon (Micron).
This is the most established theme in the launch set. These companies already sit near the centre of today’s AI buildout.
PEPT: The Peptide Stack
PEPT tracks the GLP-1 and peptide medicines theme.
The basket gives access to companies across the peptide value chain, including drug makers, delivery channels, manufacturing support and related health infrastructure.
The basket includes LLYon (Eli Lilly), HIMSon (Hims & Hers), MRKon (Merck), NVOon (Novo Nordisk) and AMGNon (Amgen).
PEPT is built for users who want access to the wider peptide theme, not just one GLP-1 leader.
NEO: The Neocloud Stack
NEO tracks AI compute capacity.
If CHIP is about the chips, NEO is about the cloud platforms, data centers, power access and infrastructure those chips need.
The basket includes NBISon (Nebius), CRWVon (CoreWeave), APLDon (Applied Digital), IRENon (IREN), WULFon (Terawulf) and CIFRon (Cipher Mining).
This is a higher-risk AI infrastructure theme, focused on companies building and operating the compute capacity AI needs.
QNTM: The Quantum Stack
QNTM tracks public quantum computing pure-plays.
Quantum computing is still early, and no one knows which hardware path will win.
QNTM is equal-weighted across four approaches: trapped-ion, superconducting, annealing and photonic.
The basket includes IONQon (IonQ), RGTIon (Rigetti), QBTSon (D-Wave) and QUBTon (Quantum Computing Inc.).
This is the most speculative strategy in the launch set. The goal is not to pick one winner today, but to give broad access to listed quantum names through one Toros strategy.
How to think about them
The four strategies sit across different levels of risk and maturity.
CHIP is the most established. It tracks companies already tied to the AI chip cycle.
PEPT gives access to a major health theme with large public companies.
NEO targets AI compute capacity, a faster-moving theme with more execution risk.
QNTM is the most speculative, with a longer time horizon and more uncertainty.
Why this fits Toros
Toros turns market exposure into simple tokenized products.
These index strategies bring that same approach to thematic stock baskets.
Ondo provides the tokenized equities.
Chamber provides the vault layer.
Toros packages them into strategies you can access in one place.
Access and risk note
Strategies that hold Ondo Global Markets assets are subject to regional access rules and may not be available in all locations.
These strategies can lose value. Each stack carries the market risks of the assets it holds, along with risks linked to tokenized assets and onchain vaults.