Tom CreightonThe Datacenter Supercycle
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Data as of 8/30/2026. This product is a basket created by personnel of Agora Indexing Technologies LLC or its affiliates and is provided for informational purposes only. It is not a financial index, financial benchmark, or IOSCO-compliant product, and is not administered by Tilt Indices LLC. Product performance is shown for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Composition
Technology53%
Utilities19%
Industrials15%
Finance13%
Top 10 Holdings
as of 2026-05-28AMDAdvanced Micro Devices, Inc.4.80%
VRTVertiv Holdings Co.4.80%
MRVLMarvell Technology, Inc.4.24%
OKLOOklo, Inc.4.01%
EQIXEquinix, Inc.3.96%
BEBloom Energy Corp.3.94%
CRWVCoreWeave, Inc.3.80%
ORCLOracle Corp.3.53%
NVDANVIDIA Corp.3.49%
MUMicron Technology, Inc.3.41%