Index Performance
Overview
Description
The rapid proliferation of artificial intelligence technologies is driving a substantial demand for companies that provide AI data center solutions. This growth is fueled by advancements in AI applications, such as machine learning, autonomous vehicles, and natural language processing, which require immense computational power and data storage capabilities. Key drivers include the accelerating adoption of cloud computing, which hosts AI workloads demanding high-performance infrastructure, and the ongoing necessity for scalable and energy-efficient data centers to manage the vast amounts of data AI systems generate and process. Additionally, the integration of edge computing is reshaping data center architectures, pushing for solutions that enable localized processing of data closer to where it is generated to reduce latency and bandwidth issues. These factors are leading to significant investments in AI-optimized infrastructure, fostering innovation in cooling technologies, AI chips, and data center hardware. - [[AI-Optimized Chip Makers]]: Companies developing GPUs, TPUs, and other specialized chips designed specifically for AI workloads. - [[Edge Computing Solutions]]: Providers of technology that enables computation at the edge of networks, reducing latency by processing data closer to the source. - [[Sustainable Data Center Technologies]]: Firms creating energy-efficient cooling systems and power solutions to reduce the carbon footprint and operational costs of AI data centers. - [[AI Cloud Service Providers]]: Businesses offering scalable cloud platforms optimized for AI applications, providing infrastructure-as-a-service (IaaS) solutions. - [[Networking Infrastructure Companies]]: Entities focused on high-speed, low-latency networking equipment essential for AI data center connectivity and performance. This index was generated with help from Thematic Analyst.
- Inception Date06/27/2025
- WeightingEqual
- # of holdings31
What's inside?
Holdings
All holdings as of December 4, 2025
| TeraWulf, Inc. (WULF) | 7.93% | $6.33B | 86.92% | 13.75% | 29.64 |
| Soluna Holdings, Inc. (SLNH) | 7.62% | $130.69M | 11.83% | -0.84% | 3.28 |
| IREN Ltd. (IREN) | 7.33% | $13.13B | 355.41% | 30.96% | 24.67 |
| Applied Digital Corp. (APLD) | 7.11% | $8.67B | 5.79% | 13.41% | 21.64 |
| Ciena Corp. (CIEN) | 5.53% | $27.61B | 29.40% | 38.52% | 2.88 |
| Nebius Group NV (NBIS) | 4.27% | $25.61B | 237.41% | 2.87% | 80.95 |
| DigitalOcean Holdings, Inc. (DOCN) | 3.72% | $4.23B | 15.69% | 59.63% | 5.77 |
| Vertiv Holdings Co. (VRT) | 3.27% | $69.79B | 29.05% | 35.92% | 6.21 |
| VNET Group, Inc. (VNET) | 2.95% | $2.38B | 12.11% | 20.88% | 4.55 |
| Pure Storage, Inc. (PSTG) | 2.88% | $23.73B | 16.05% | 72.31% | 9.42 |
| NVIDIA Corp. (NVDA) | 2.67% | $4.46T | 62.49% | 73.41% | 24.10 |
| Cisco Systems, Inc. (CSCO) | 2.61% | $307.24B | 7.53% | 64.62% | 5.13 |
| GDS Holdings Ltd. (GDS) | 2.54% | $7.08B | -1.85% | 22.14% | 9.27 |
| NetApp, Inc. (NTAP) | 2.53% | $22.97B | 2.90% | 71.77% | 3.51 |
| Penguin Solutions, Inc. (SGH) | 2.52% | $1.15B | 16.91% | 28.86% | 1.17 |
| Bit Digital, Inc. (BTBT) | 2.50% | $770.35M | 34.15% | 28.53% | 4.88 |
| Snowflake, Inc. (SNOW) | 2.41% | $79.54B | 28.75% | 66.29% | 21.13 |
| Amazon.com, Inc. (AMZN) | 2.40% | $2.45T | 13.40% | 50.79% | 3.52 |
| Cloudflare, Inc. (NET) | 2.40% | $71.51B | 30.68% | 73.97% | 36.96 |
| Blackstone, Inc. (BX) | 2.36% | $184.67B | 41.36% | 99.47% | 11.19 |
| Jabil, Inc. (JBL) | 2.31% | $23.37B | 3.18% | 8.84% | 0.82 |
| Oracle Corp. (ORCL) | 2.26% | $611.01B | 12.17% | 64.46% | 12.86 |
| Microsoft Corp. (MSFT) | 2.23% | $3.57T | 18.43% | 69.05% | 13.22 |
| DigitalBridge Group, Inc. (DBRG) | 2.16% | $1.83B | 62.93% | 94.25% | 9.64 |
| Digital Realty Trust, Inc. (DLR) | 2.14% | $55.31B | 10.20% | 23.46% | 13.41 |
| Equinix, Inc. (EQIX) | 2.11% | $71.29B | 5.22% | 21.85% | 10.45 |
| Intercontinental Exchange, Inc. (ICE) | 2.00% | $90.72B | 7.35% | 67.31% | 9.61 |
| American Tower Corp. (AMT) | 1.89% | $83.72B | 7.74% | 54.60% | 13.38 |
| Rackspace Technology, Inc. (RXT) | 1.85% | $250.90M | -0.68% | 13.77% | 1.31 |
| MARA Holdings, Inc. (MARA) | 1.82% | $4.70B | 91.73% | -23.75% | 12.40 |
| Kforce, Inc. (KFRC) | 1.68% | $539.33M | -5.85% | 27.32% | 0.45 |
