AI Infrastructure index (AIII)

Tracking the companies building the infrastructure behind artificial intelligence.

Semiconductors • Networking • Data Centers • Power • Industrial Automation • Software • Cyber Security • Infrastructure Services

What is AIII?

The AI Infrastructure Index (AIII) is a rules-based index designed to track the companies building the foundation of the AI economy.

While most investors focus on AI applications and chatbots, AIII focuses on the eight interconnected pillars that together form the foundation of the AI economy.

Why Infrastructure?

Our Thesis

Most investors focus on the companies using artificial intelligence.AIII focuses on the companies enabling artificial intelligence.The index follows a structured methodology:✓ Multi-sector approach
✓ Eight AI infrastructure pillars
✓ Publicly traded companies
✓ Quarterly rebalancing
✓ Long-term investment horizon
✓ Infrastructure-first focus

What Does AIII Own?

40 Companies. 8 Pillars.
One AI Infrastructure Index.

AIII allocates capital across eight foundational layers of the AI ecosystem, from semiconductors and networking to power generation and physical infrastructure.

Index Methodology

How Capital Is Allocated

AIII assigns target weights to each constituent based on its role within the AI infrastructure ecosystem. The index emphasizes the foundational technologies and services believed to be most critical to enabling artificial intelligence at scale.

AIII 40 Companies, 8 Pillars

Key Advantages

Why AIII Is Different

Infrastructure-FirstMost AI products will change over time. The infrastructure supporting artificial intelligence will remain essential regardless of which applications ultimately win.

Jensen Huang, CEO, Nvidia

""The next wave of AI requires orders of magnitude more computing infrastructure."

— Jensen Huang, NVIDIA

"The demand for AI training and inference is driving an unprecedented buildout of data centers."

— Larry Ellison, Oracle

"The AI revolution is creating one of the largest infrastructure investment cycles in decades."

— Tom Lee, Fundstrat

AIII is designed for investors seeking broad exposure to the infrastructure powering artificial intelligence, from semiconductors and networking to data centers, power generation, cybersecurity, and industrial automation.

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