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AI '26: Intelligence Infrastructure Supercycle
13 tickers (manifest)
Group: AI
AI '26: Intelligence Infrastructure Supercycle tracks 13 publicly listed stocks in this theme. Sample tickers: AMD, AMZN, ANET, ASML, AVGO, EQIX, GEV, GOOG, META, MSFT, NVDA, SMCI, and 1 more. Use the table below for the full list.
Constituents
Data as of · build 20260331T211629
| Ticker | Name | Market cap | Weight |
|---|---|---|---|
AMD | Advanced Micro Devices, Inc. | $319.63B | 7.6923 |
AMZN | Amazon.com, Inc. | $2.16T | 7.6923 |
ANET | Arista Networks, Inc. | $146.24B | 7.6923 |
ASML | ASML Holding N.V. | $483.30B | 7.6923 |
AVGO | Broadcom Inc. | $1.39T | 7.6923 |
EQIX | Equinix, Inc. | $94.72B | 7.6923 |
GEV | GE Vernova Inc. | $221.76B | 7.6923 |
GOOG | Alphabet Inc. | $3.30T | 7.6923 |
META | Meta Platforms, Inc. | $1.35T | 7.6923 |
MSFT | Microsoft Corporation | $2.67T | 7.6923 |
NVDA | NVIDIA Corporation | $4.01T | 7.6923 |
SMCI | Super Micro Computer, Inc. | $12.61B | 7.6923 |
TSM | Taiwan Semiconductor Manufacturing Company Limited | $1.64T | 7.6923 |