Index Performance
-1.13%
AGENT
+2.14%
SPY
+1.12%
QQQ
Overview
Description
The Agentic Compute Infrastructure Index (AGENT) is a thematic equity index designed to track the companies enabling agentic AI to scale from demos into production systems. It focuses on the full infrastructure stack behind AI agents: CPUs, GPUs, memory, networking, cloud platforms, data layers, orchestration, observability, and applications. Index description AGENT is built around the idea that agentic AI is not just a model story. AI agents require repeated inference, tool calls, memory access, data retrieval, workflow orchestration, security controls, and system monitoring. That makes the investable opportunity broader than GPUs alone.
- TickerAGENT
- Inception Date06/20/2026
- WeightingEqual
- # of holdings20
What's inside?
Holdings
All holdings as of October 30, 2026
CSV download
| UiPath, Inc. (PATH) | 6.26% | $7.16B | 13.42% | 79.65% | 3.18 |
| Microsoft Corp. (MSFT) | 5.78% | $3.88T | 18.80% | 67.79% | 11.22 |
| Salesforce, Inc. (CRM) | 5.75% | $188.61B | 10.83% | 74.11% | 4.14 |
| Cisco Systems, Inc. (CSCO) | 5.54% | $411.45B | 11.77% | 63.73% | 7.43 |
| Amazon.com, Inc. (AMZN) | 5.50% | $2.59T | 12.09% | 53.17% | 3.64 |
| Oracle Corp. (ORCL) | 5.38% | $395.11B | 29.61% | 58.98% | 8.15 |
| Snowflake, Inc. (SNOW) | 5.24% | $107.99B | 35.09% | 66.06% | 18.92 |
| Broadcom Inc. (AVGO) | 5.21% | $1.56T | 85.50% | 67.46% | 21.75 |
| NVIDIA Corp. (NVDA) | 5.11% | $4.93T | 105.85% | 74.98% | 16.38 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.04% | $1.89T | 41.11% | 66.41% | 14.53 |
| Datadog, Inc. (DDOG) | 4.97% | $84.48B | 35.64% | 78.56% | 23.42 |
| ASML Holding NV (ASML) | 4.94% | $603.97B | 55.16% | 57.45% | 14.52 |
| Arista Networks, Inc. (ANET) | 4.73% | $212.97B | 37.69% | 62.93% | 19.30 |
| Advanced Micro Devices, Inc. (AMD) | 4.72% | $824.07B | 50.11% | 51.31% | 20.73 |
| Micron Technology, Inc. (MU) | 4.72% | $1.00T | 256.33% | 80.72% | 7.94 |
| Alphabet, Inc. (GOOGL) | 4.67% | $3.41T | 24.21% | 59.63% | 8.82 |
| ServiceNow, Inc. (NOW) | 4.60% | $109.11B | 20.52% | 70.51% | 9.30 |
| Cloudflare, Inc. (NET) | 4.54% | $99.95B | 35.87% | 71.76% | 34.34 |
| Arm Holdings Plc (ARM) | 4.02% | $219.16B | 22.41% | 93.48% | 73.47 |
| Intel Corp. (INTC) | 3.30% | $347.61B | 20.95% | 42.97% | 11.11 |
Market data by FactSet