J
AI Data Center Growth Fund

Index Performance

+6.51%
AI Data Center Growth Fund
+5.43%
TMLARGE
Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%

Overview

Description

The increasing demand for artificial intelligence (AI) applications, such as machine learning and deep learning, is driving significant growth in the data center and server industry. AI workloads demand specialized infrastructure that can handle vast amounts of data and complex computing tasks, leading to the adoption of high-performance servers and advanced cooling solutions. The surge in data generation, coupled with advances in semiconductor technologies, is further fueling this trend. Market players are continually innovating to build efficient, scalable, and cost-effective data center solutions to cater to the AI-driven requirements of various sectors, including finance, healthcare, and autonomous driving. - [[High-Performance Computing (HPC) Infrastructure]]: Advanced server hardware and networking solutions designed to handle intensive AI workloads. - [[AI-Optimized Storage Solutions]]: Cutting-edge storage systems that ensure fast data retrieval and efficient storage management for AI applications. - [[Data Center Cooling Technologies]]: Innovative cooling solutions to manage the high heat output of AI-optimized data centers. - [[Edge Computing Platforms]]: Decentralized computing architecture bringing data processing closer to the data source to reduce latency for AI applications. - [[AI Integration Services]]: Professional services aiding organizations in integrating AI technologies into existing data center infrastructures. This index was generated with help from Thematic Analyst.

  • Inception Date08/20/2024
  • WeightingEqual
  • # of holdings32
What's inside?
Sectors
  • Electronic Technology
    43.32%
  • Technology Services
    38.91%
  • Finance
    8.90%
  • Producer Manufacturing
    3.14%
  • Retail Trade
    3.06%
  • Commercial Services
    2.67%

Holdings

All holdings as of January 7, 2025
CSV download
VNET Group, Inc. (VNET)4.66%$1.38B13.64%23.18%3.01
GDS Holdings Ltd. (GDS)3.98%$4.79B19.03%22.15%6.92
Northern Data AG (NB2)3.55%$3.30B-59.89%N/A10.12
Applied Digital Corp. (APLD)3.51%$2.07B67.12%-0.59%4.98
Advanced Energy Industries, Inc. (AEIS)3.30%$4.57B-8.73%34.25%2.69
Super Micro Computer, Inc. (SMCI)3.24%$21.34B109.77%14.13%3.34
Vertiv Holdings Co. (VRT)3.24%$50.33B18.99%34.36%5.37
Penguin Solutions, Inc. (SGH)3.19%$1.05B-18.77%29.29%1.22
Advanced Micro Devices, Inc. (AMD)3.18%$210.23B17.57%44.98%10.97
Jabil, Inc. (JBL)3.14%$16.98B-16.61%8.48%0.61
Dell Technologies, Inc. (DELL)3.12%$87.32B10.17%21.83%1.22
NVIDIA Corp. (NVDA)3.10%$3.66T93.61%74.56%30.71
Juniper Networks, Inc. (JNPR)3.08%$12.57B-4.78%58.11%2.70
Seagate Technology Holdings Plc (STX)3.08%$18.85B49.11%32.93%3.84
Hewlett Packard Enterprise Co. (HPE)3.07%$30.06B3.30%31.77%1.03
Alibaba Group Holding Ltd. (BABA)3.06%$201.36B6.37%38.40%1.78
Intel Corp. (INTC)3.06%$85.70B-6.17%15.03%2.47
Arista Networks, Inc. (ANET)3.05%$149.89B19.97%64.15%17.48
Analog Devices, Inc. (ADI)3.04%$108.19B-23.39%49.07%12.52
Equinix, Inc. (EQIX)3.02%$90.70B6.79%44.30%11.74
AIC, Inc. (3693)3.00%$434.05M-7.15%33.48%1.37
Digital Realty Trust, Inc. (DLR)3.00%$59.58B2.05%22.00%13.34
Shanghai AtHub Co., Ltd. (603881)2.99%$1.44B9.48%25.42%6.99
DigitalOcean Holdings, Inc. (DOCN)2.92%$3.29B12.10%60.18%7.04
Teradata Corp. (TDC)2.89%$3.03B0.46%60.68%1.77
PROS Holdings, Inc. (PRO)2.89%$1.04B7.06%65.78%3.21
Microsoft Corp. (MSFT)2.88%$3.18T16.04%69.35%12.72
American Tower Corp. (AMT)2.87%$84.23B-10.51%54.39%14.30
Apple, Inc. (AAPL)2.84%$3.70T2.02%46.21%9.11
IEIT Systems Co., Ltd. (000977)2.80%$9.24B76.32%5.52%0.69
Criteo SA (CRTO)2.67%$2.22B-1.41%50.54%1.13
Guangdong Aofei Data Technology Co., Ltd. (300738)2.56%$1.61B39.81%28.61%9.65
Market data by FactSet