Index Performance
Overview
Description
The increasing demand for artificial intelligence (AI) applications, such as machine learning and deep learning, is driving significant growth in the data center and server industry. AI workloads demand specialized infrastructure that can handle vast amounts of data and complex computing tasks, leading to the adoption of high-performance servers and advanced cooling solutions. The surge in data generation, coupled with advances in semiconductor technologies, is further fueling this trend. Market players are continually innovating to build efficient, scalable, and cost-effective data center solutions to cater to the AI-driven requirements of various sectors, including finance, healthcare, and autonomous driving. - [[High-Performance Computing (HPC) Infrastructure]]: Advanced server hardware and networking solutions designed to handle intensive AI workloads. - [[AI-Optimized Storage Solutions]]: Cutting-edge storage systems that ensure fast data retrieval and efficient storage management for AI applications. - [[Data Center Cooling Technologies]]: Innovative cooling solutions to manage the high heat output of AI-optimized data centers. - [[Edge Computing Platforms]]: Decentralized computing architecture bringing data processing closer to the data source to reduce latency for AI applications. - [[AI Integration Services]]: Professional services aiding organizations in integrating AI technologies into existing data center infrastructures. This index was generated with help from Thematic Analyst.
- Inception Date08/20/2024
- WeightingEqual
- # of holdings30
What's inside?
Holdings
All holdings as of February 20, 2026
| Advanced Energy Industries, Inc. (AEIS) | 4.43% | $12.50B | 21.37% | 35.03% | 4.43 |
| Vertiv Holdings Co. (VRT) | 4.41% | $93.26B | 27.69% | 34.38% | 6.32 |
| Shanghai AtHub Co., Ltd. (603881) | 4.32% | $4.45B | 6.49% | 27.39% | 15.00 |
| Guangdong Aofei Data Technology Co., Ltd. (300738) | 4.23% | $3.70B | 29.86% | 37.55% | 12.88 |
| Seagate Technology Holdings Plc (STX) | 4.02% | $89.65B | 21.51% | 41.63% | 6.89 |
| VNET Group, Inc. (VNET) | 3.92% | $3.19B | 21.91% | 20.88% | 4.58 |
| AIC, Inc. (3693) | 3.88% | $488.46M | -39.95% | 24.26% | 1.08 |
| DigitalOcean Holdings, Inc. (DOCN) | 3.87% | $5.82B | 15.69% | 59.63% | 5.77 |
| Analog Devices, Inc. (ADI) | 3.76% | $173.33B | 30.42% | 58.80% | 13.39 |
| GDS Holdings Ltd. (GDS) | 3.63% | $9.20B | -2.51% | 20.07% | 9.32 |
| Equinix, Inc. (EQIX) | 3.54% | $91.19B | 5.36% | 29.34% | 10.24 |
| Intel Corp. (INTC) | 3.47% | $220.33B | -0.47% | 37.35% | 3.51 |
| Jabil, Inc. (JBL) | 3.46% | $28.63B | 18.74% | 8.71% | 0.79 |
| Digital Realty Trust, Inc. (DLR) | 3.41% | $60.37B | 10.04% | 24.40% | 12.18 |
| American Tower Corp. (AMT) | 3.17% | $87.69B | 7.74% | 54.60% | 13.38 |
| IEIT Systems Co., Ltd. (000977) | 3.13% | $13.89B | -1.43% | 5.62% | 0.83 |
| NVIDIA Corp. (NVDA) | 3.03% | $4.61T | 62.49% | 73.41% | 24.10 |
| Applied Digital Corp. (APLD) | 3.02% | $8.12B | 98.20% | 20.57% | 30.63 |
| Super Micro Computer, Inc. (SMCI) | 3.01% | $19.42B | 123.36% | 6.30% | 0.75 |
| Alibaba Group Holding Ltd. (BABA) | 2.98% | $316.67B | 4.92% | 38.82% | 3.00 |
| Arista Networks, Inc. (ANET) | 2.93% | $166.86B | 28.60% | 64.06% | 17.37 |
| Teradata Corp. (TDC) | 2.91% | $2.88B | -4.97% | 59.71% | 1.81 |
| Penguin Solutions, Inc. (SGH) | 2.81% | $1.00B | 0.58% | 27.87% | 1.01 |
| Dell Technologies, Inc. (DELL) | 2.81% | $81.03B | 10.74% | 20.67% | 1.27 |
| Northern Data AG (NB2) | 2.80% | $890.92M | 158.32% | N/A | 15.81 |
| Apple, Inc. (AAPL) | 2.80% | $3.88T | 15.65% | 48.16% | 9.35 |
| Advanced Micro Devices, Inc. (AMD) | 2.71% | $326.33B | 34.34% | 45.99% | 9.96 |
| Criteo SA (CRTO) | 2.60% | $896.18M | 1.09% | 53.96% | 0.49 |
| Hewlett Packard Enterprise Co. (HPE) | 2.55% | $28.40B | 14.17% | 28.84% | 1.47 |
| Microsoft Corp. (MSFT) | 2.37% | $2.95T | 16.72% | 68.04% | 11.92 |
