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Functional Indices
📊 Charts Terminal → 🏭 Rubin Build-Out 100 → 🛡 HALO Growth 100 →

Agentic Ecosystem Index

104 companies that turn AI tokens into economic output — 24 sectors across 7 value-stack layers. Equal-, cap- and momentum-weighted. The demand-side panel of the Closelook AI barbell. Updated daily after global close.

Index values refresh after each US close.
How the Agentic Ecosystem Index Works
Equal Weight (EW)
Each constituent contributes equally (1/N). Rebalanced back to 1/N on the last trading day of each quarter (Mar 30 / Jun 30 / Sep 30 / Dec 30). The breadth gauge across the full agentic stack.
Cap Weight (CW)
Weighted by market capitalization, 10% single-stock cap, semi-annual rebalance. Backdoor megacaps (the captive-silicon platforms) enter at 0.15× their cap — their agentic-exposure sliver — so a multi-trillion platform doesn't dominate.
Momentum (MW)
Drift since inception: 1/N at the base date, semi-annual rebalance (first Jun 30 2026) — winners compound, laggards shrink. The market does the tilting through price action.
Inception: December 30, 2025 = 1,000. All prices converted to USD daily. 104 priced names across 24 sectors and 7 value-stack layers, from agentic silicon to vertical agents — the demand-side panel of the Rubin → Agentic → HALO barbell. Data updates after global market close. Read the thesis →

Analysis Charts

Full charting with indicators, oscillators, and benchmark overlays. Murphy-framework toolset with three views.

Index View
Analysis View (TradingView)
Benchmark Comparison
Symbol
Range
CL-AEI-EW

Sector Indices

Performance Heatmap

Rotation Radar Directional Flow · daily

Flow changes inside Rubin 100 — from our daily Directional Flow scan. What is heating up, what is cooling down? Dimensions: sector · region · market-cap · thesis-role.

Directional-Flow scan refreshes after each US close.
Constituents
Ticker ↕ Name 30D Sector Price 1D 1M 3M Mom RBR Tags
Custom Index Builder
Combine metadata filters to assemble your own sub-index. The engine recalculates weights and performance client-side in real time.
Region
Cap Size
Trend
RBR Archetype
Momentum
Filtered Index
1,000.00
YTD
Stocks
0
Weighting

Community Predictions — AI & Semis

Open forecasting questions for AI infrastructure and semiconductors. View all →

Auto-Generated Market Intelligence

Show Full Tables & Heatmap

Private Watchlist IPO-readiness overlay · not priced

37 private, captive, and state-linked names spanning the agentic stack — tracked for IPO / spin-out readiness but excluded from the priced index. Viability phase: 1 Proven · 2 Scaling · 3 Speculative.

L1Silicon & Architecture16
Ampere Computing
Agentic CPU · US
P3 Speculative private
SiPearl
Agentic CPU · Europe
P3 Speculative private
Alibaba T-Head
Agentic CPU · Asia
P3 Speculative state-linked
Huawei Kunpeng
Agentic CPU · Asia
P3 Speculative state-linked
Tenstorrent
Custom Inference Silicon · US
P3 Speculative private
Axelera AI
Custom Inference Silicon · Europe
P3 Speculative private
Graphcore
Custom Inference Silicon · Europe
P3 Speculative private
Rebellions
Custom Inference Silicon · Asia
P3 Speculative private
FuriosaAI
Custom Inference Silicon · Asia
P3 Speculative private
Huawei Ascend
Custom Inference Silicon · Asia
P3 Speculative state-linked
Imagination
Edge/Device AI · Europe
P3 Speculative private
Hailo
Edge/Device AI · Europe
P3 Speculative private
Kneron
Edge/Device AI · Asia
P3 Speculative private
Altera
Programmable Logic · US
P3 Speculative private
Efinix
Programmable Logic · US
P3 Speculative private
Achronix
Programmable Logic · US
P3 Speculative private
L2Inference Infrastructure7
Innolight
Optical · Asia
P2 Scaling state-linked
Eoptolink
Optical · Asia
P2 Scaling state-linked
Scaleway
Sovereign/Edge-Cloud Operators · Europe
P3 Speculative private
Schwarz/StackIT
Sovereign/Edge-Cloud Operators · Europe
P3 Speculative private
VAST Data
Memory & State Rails · US
P3 Speculative private
Pinecone
Memory & State Rails · US
P3 Speculative private
Weaviate
Memory & State Rails · Europe
P3 Speculative private
L3Toll Booth Infra2
Kong
API/Inference Gateways · US
P3 Speculative private
Databricks
Data/RAG Layer · US
P2 Scaling private
L4Foundation Models9
OpenAI
Frontier Model Builders · US
P2 Scaling private
Anthropic
Frontier Model Builders · US
P2 Scaling private
xAI
Frontier Model Builders · US
P3 Speculative private
Mistral AI
Frontier Model Builders · Europe
P3 Speculative private
Google DeepMind / Gemini
Frontier Model Builders · US
P1 Proven captive
Meta (Llama)
Open/Specialized Models · US
P1 Proven captive
Hugging Face
Open/Specialized Models · US
P3 Speculative private
Cohere
Open/Specialized Models · US
P3 Speculative private
DeepSeek
Open/Specialized Models · Asia
P3 Speculative state-linked
L5Horizontal Agents1
LangChain
Observability/AgentOps · US
P3 Speculative private
L6Vertical Agents2
Klarna
Enterprise Vertical SaaS · Europe
P2 Scaling private
Figure AI
Industrial/Physical AI · US
P3 Speculative private

Build-Out Series · Dossier 01

Rubin: The Next AI Gold Rush

A 6-minute video, an 8-minute audio deep-dive, 11 slides, and 15 flashcards. Power, packaging, networking — the picks-and-shovels of the 2026 AI build-out, mapped end-to-end.

Updated 2026-05-10

Quick check

Test your understanding

15 flashcards · click to reveal each answer

01In the context of AI infrastructure, which two processes define the focus of the "Power" sector?
Delivery and conversion.
02What specific trend characterizes the current state of the "Cooling" sector in data center hardware?
The liquid adoption curve.
03The primary objective driving the "Networking/optics" sector is _____.
Cluster scaling.
04What are the two critical performance and production metrics for the "Advanced packaging" area?
Capacity and yield.
05Concept: Complexity tax
Definition: The increasing cost and difficulty associated with the "Test & inspection" phase of hardware production.
06Within the macro-investment landscape of AI, "Grid hardware" is described as representing the _____.
Macro capex layer.
07Which two companies are specifically identified as key players in the connectivity and networking space?
Astera Labs and Credo.
08In what year is the "Rubin" technology scheduled to begin shipping?
2026.
09Excluding Nvidia, which specific group is identified as the primary "winners" of the Rubin product cycle?
Tech companies (non-users).
10Which sector's primary challenge is defined by the relationship between capacity and yield?
Advanced packaging.
11Astera Labs and Credo fall under the broader infrastructure category of _____.
Other connectivity plays.
12The "liquid adoption curve" is a metric used to evaluate progress in which specific infrastructure area?
Cooling.
13Within the "Networking/optics" area, cluster scaling is the primary driver for _____.
Connectivity plays.
14What term is used to describe the financial and technical burden on the "Test & inspection" sector?
Complexity tax.
15Power infrastructure in data centers is divided into delivery and _____.
Conversion.