Index Performance
+53.60%
AGENT
+13.87%
SPY
+25.64%
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 software, and observability. 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 July 20, 2026
CSV download
| Cloudflare, Inc. (NET) | 6.37% | $98.60B | 33.54% | 71.21% | 30.97 |
| Snowflake, Inc. (SNOW) | 6.18% | $93.20B | 33.48% | 65.51% | 9.33 |
| UiPath, Inc. (PATH) | 6.11% | $6.30B | 17.32% | 81.13% | 2.52 |
| Datadog, Inc. (DDOG) | 6.07% | $92.08B | 32.15% | 79.18% | 10.78 |
| Salesforce, Inc. (CRM) | 5.92% | $139.86B | 13.27% | 74.07% | 4.31 |
| ServiceNow, Inc. (NOW) | 5.75% | $106.47B | 22.09% | 75.07% | 7.59 |
| Microsoft Corp. (MSFT) | 5.59% | $2.93T | 18.30% | 67.63% | 8.81 |
| Amazon.com, Inc. (AMZN) | 5.49% | $2.66T | 16.61% | 51.82% | 3.16 |
| Alphabet, Inc. (GOOGL) | 5.14% | $4.22T | 22.34% | 62.51% | 8.24 |
| NVIDIA Corp. (NVDA) | 4.98% | $4.91T | 85.23% | 74.93% | 19.77 |
| Arista Networks, Inc. (ANET) | 4.96% | $212.31B | 35.13% | 61.90% | 14.83 |
| Broadcom Inc. (AVGO) | 4.93% | $1.76T | 47.87% | 67.24% | 27.82 |
| ASML Holding NV (ASML) | 4.69% | $671.73B | 21.25% | 53.99% | 17.04 |
| Advanced Micro Devices, Inc. (AMD) | 4.66% | $808.39B | 37.85% | 50.00% | 8.67 |
| Cisco Systems, Inc. (CSCO) | 4.65% | $441.20B | 11.96% | 62.19% | 6.10 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.40% | $1.83T | 32.92% | 67.72% | 16.79 |
| Micron Technology, Inc. (MU) | 3.65% | $958.80B | 345.72% | 84.56% | 11.50 |
| Oracle Corp. (ORCL) | 3.54% | $364.12B | 17.35% | 63.34% | 11.86 |
| Intel Corp. (INTC) | 3.52% | $477.67B | 7.18% | 39.38% | 4.56 |
| Arm Holdings Plc (ARM) | 3.38% | $284.29B | 22.79% | 92.52% | 32.21 |
Market data by FactSet