Ten layers of the AI buildout, from accelerators and chip equipment to the hyperscalers, neoclouds
and the data and software layer, each tracked as an equal-weighted and a market-cap-weighted index
and indexed to 100 at the 2025 year-end close, so every line reads as year-to-date. SPY and QQQ sit on the
same chart for relative performance. Price returns as of —.
Year-to-date, indexed to the 2025 year-end close
Hover for every series on a date; click a legend chip to hide or show a line; hover a chip to isolate it.
Layer scoreboard
Ranked by the selected weighting. Relative columns are percentage points versus each benchmark's YTD price return. Click a layer for its constituents.