Index Performance
+29.94%
AGENT
+4.22%
SPY
+3.15%
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 August 3, 2026
CSV download
| Snowflake, Inc. (SNOW) | 6.59% | $106.59B | 33.48% | 65.51% | 9.33 |
| Microsoft Corp. (MSFT) | 6.44% | $3.62T | 17.79% | 67.94% | 8.53 |
| Cloudflare, Inc. (NET) | 6.28% | $100.41B | 33.54% | 71.21% | 30.97 |
| UiPath, Inc. (PATH) | 6.23% | $6.76B | 17.32% | 81.13% | 2.52 |
| Salesforce, Inc. (CRM) | 6.02% | $152.29B | 13.27% | 74.07% | 4.31 |
| Datadog, Inc. (DDOG) | 6.00% | $97.39B | 32.15% | 79.18% | 10.78 |
| ServiceNow, Inc. (NOW) | 5.96% | $118.07B | 24.01% | 70.68% | 7.23 |
| Amazon.com, Inc. (AMZN) | 5.92% | $3.06T | 19.62% | 52.26% | 3.50 |
| Alphabet, Inc. (GOOGL) | 5.18% | $4.56T | 23.98% | 61.62% | 9.62 |
| Arista Networks, Inc. (ANET) | 5.14% | $232.81B | 35.13% | 61.90% | 14.83 |
| Broadcom Inc. (AVGO) | 4.86% | $1.87T | 47.87% | 67.24% | 27.82 |
| NVIDIA Corp. (NVDA) | 4.81% | $5.00T | 85.23% | 74.93% | 19.77 |
| Cisco Systems, Inc. (CSCO) | 4.64% | $456.65B | 11.96% | 62.19% | 6.10 |
| Advanced Micro Devices, Inc. (AMD) | 4.26% | $790.25B | 37.85% | 50.00% | 8.67 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.22% | $1.89T | 32.92% | 67.72% | 16.79 |
| ASML Holding NV (ASML) | 4.19% | $624.81B | 21.25% | 53.99% | 17.04 |
| Oracle Corp. (ORCL) | 3.95% | $408.59B | 17.35% | 63.34% | 11.86 |
| Micron Technology, Inc. (MU) | 3.32% | $936.83B | 345.72% | 84.56% | 11.50 |
| Intel Corp. (INTC) | 3.13% | $459.00B | 25.42% | 40.36% | 12.12 |
| Arm Holdings Plc (ARM) | 2.85% | $255.32B | 22.41% | 93.48% | 73.47 |
Market data by FactSet