Index Performance
+12.27%
AGENT
+3.19%
SPY
-0.66%
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 September 17, 2026
CSV download
| Salesforce, Inc. (CRM) | 7.42% | $199.87B | 10.83% | 74.11% | 4.14 |
| Cloudflare, Inc. (NET) | 7.00% | $118.91B | 35.87% | 71.76% | 34.34 |
| Snowflake, Inc. (SNOW) | 6.84% | $119.38B | 35.09% | 66.06% | 18.92 |
| ServiceNow, Inc. (NOW) | 6.82% | $143.18B | 24.01% | 70.68% | 7.23 |
| Microsoft Corp. (MSFT) | 6.22% | $3.70T | 17.79% | 67.94% | 8.53 |
| UiPath, Inc. (PATH) | 6.20% | $7.17B | 13.42% | 79.65% | 3.18 |
| Arista Networks, Inc. (ANET) | 5.23% | $251.65B | 37.69% | 62.93% | 19.30 |
| Amazon.com, Inc. (AMZN) | 4.94% | $2.71T | 19.62% | 52.26% | 3.50 |
| Datadog, Inc. (DDOG) | 4.88% | $84.74B | 35.64% | 78.56% | 23.42 |
| NVIDIA Corp. (NVDA) | 4.82% | $5.29T | 105.85% | 74.98% | 16.38 |
| Alphabet, Inc. (GOOGL) | 4.55% | $4.23T | 23.98% | 61.62% | 9.62 |
| Advanced Micro Devices, Inc. (AMD) | 4.53% | $889.85B | 50.11% | 51.31% | 20.73 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.22% | $1.97T | 32.92% | 66.67% | 16.81 |
| Cisco Systems, Inc. (CSCO) | 4.17% | $434.63B | 11.77% | 63.73% | 7.43 |
| Broadcom Inc. (AVGO) | 4.06% | $1.66T | 85.50% | 67.46% | 21.75 |
| Oracle Corp. (ORCL) | 3.96% | $455.34B | 29.61% | 58.98% | 8.15 |
| ASML Holding NV (ASML) | 3.93% | $621.59B | 21.25% | 53.99% | 17.04 |
| Micron Technology, Inc. (MU) | 3.70% | $1.10T | 345.72% | 84.56% | 11.50 |
| Intel Corp. (INTC) | 3.54% | $575.13B | 25.42% | 40.36% | 12.12 |
| Arm Holdings Plc (ARM) | 2.98% | $282.91B | 22.41% | 93.48% | 73.47 |
Market data by FactSet