Agentic Ecosystem · Sector T2 · Layer 1 · Substrate

Edge & Distribution

Edge & Distribution — the Substrate layer of the Closelook agentic value stack.

Equal-weight 1d —
Cap-weighted 1d —
Momentum (drift) 1d —
Constituents in this sector

Composite Index — since inception (Dec 30, 2025)

Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.

Constituents

Every Agentic Ecosystem constituent tagged into this sector. Click a row to open the stock detail page with full chart + Money-Temperature scoring.

Ticker Company Region Last 1d 1w 1m 3m 6m 1y CCY
SPCXSpaceX / StarlinkUS148.15-2.02%+0.14%+4.86%-29.92%+0.00%+0.00%USD
NETCloudflareUS330.36+7.77%+18.44%-0.14%+44.59%+55.50%+0.00%USD
EQIXEquinixUS998.72-3.76%-3.60%-6.99%-5.41%+3.48%+0.00%USD
AKAMAkamaiUS105.57-1.14%+0.33%-15.74%-20.92%-1.95%+0.00%USD
FSLYFastlyUS24.86+7.34%+20.74%-17.19%+34.02%+1.14%+0.00%USD

FAQ · from the current data · as of 2026-09-14

Edge & Distribution — data Q&A

What is the Edge & Distribution sub-index of the Agentic Ecosystem Index?

5 constituents in the Substrate layer, listed across US, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Agentic Ecosystem Index — /indices/agentic/.

Which Edge & Distribution constituents lead and lag over one month?

As of 2026-09-14: leading — SpaceX / Starlink (SPCX) +4.86%; Cloudflare (NET) -0.14%; Equinix (EQIX) -6.99%. Lagging — Fastly (FSLY) -17.19%; Akamai (AKAM) -15.74%; Equinix (EQIX) -6.99%. Returns are close-to-close in each name's trading currency.

Which Edge & Distribution names have done best over one year?

As of 2026-09-14: Cloudflare (NET) +0.00%; Akamai (AKAM) +0.00%; Fastly (FSLY) +0.00%. Weakest: Cloudflare (NET) +0.00%; Akamai (AKAM) +0.00%; Fastly (FSLY) +0.00%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.