Data Centers
AIB-DATA-CENTERS conservative long-term HITL-dynamicAI-managed Index Basket · Theme: Data Centers · 14 components selected by fine-tuned AI models from a network of hundreds and dynamically swapped based on proprietary algorithms.
$147.89
-2.14%
14
2026-08-27
Performance
$ index price history since inception.
Real-time index and orderbook are on the
pro terminal.
Profile
Data Centers (AIB-DATA-CENTERS)
conservative long-term
price-weighted
AI model proposes · Human-In-The-Loop approves
2026-08-27
Dynamic portfolio: the AI model continuously re-measures each component’s relevance to the fund’s theme — including hidden connections the obvious sector lists miss. Component hot-swaps are proposed by the model network and executed only with Human-In-The-Loop approval — a conservative, long-term governance loop modeled on cell–cell signal transduction. The index series stays continuous through every approved change.
Focus Areas & Supply Chains
The controlled vocabulary governing this fund — category → class → subclass, plus the sector’s supply chain. The AI model measures every concept against the live stock and crypto universe; asset chips show human-curator-approved connections only. Full graph for all seven funds: AIB Ontology Graph.
direct connection
hidden connection
→ supply-chain flow, upstream to downstream
Ontology — controlled vocabulary
-
Cooling & Thermal
aib-data-centers-cooling-thermal
heat removal for AI-density racks
-
Air Cooling & Heat Rejection
aib-data-centers-cooling-air-heat-rejection
CRAH/CRAC, chillers, cooling towers and heat-reuse systems
-
Liquid Cooling
aib-data-centers-cooling-liquid
direct-to-chip and immersion systems, the fastest-growing cooling segment
-
Air Cooling & Heat Rejection
aib-data-centers-cooling-air-heat-rejection
-
Electrical Equipment
aib-data-centers-electrical-equipment
the medium/low-voltage electrical chain from substation to rack
-
Power Distribution
aib-data-centers-electrical-power-distribution
UPS, PDUs, busway and power shelves inside the white space
-
Transformers & Switchgear
aib-data-centers-electrical-transformers-switchgear
the longest-lead-time components in the buildout (transformer quotes up to 128 weeks)
-
Power Distribution
aib-data-centers-electrical-power-distribution
-
Energy & Power
aib-data-centers-energy-power
electricity generation, procurement and delivery for hyperscale data center load
-
Backup Power
aib-data-centers-energy-backup
generators and UPS-battery plants carrying the facility through grid events
-
Natural Gas
aib-data-centers-energy-natural-gas
gas-fired generation and behind-the-meter turbine capacity, constrained by the turbine backlog
-
Nuclear Power
aib-data-centers-energy-nuclear
utility PPAs, plant restarts and SMR programs contracted to data center operators
-
Renewables & Energy Storage
aib-data-centers-energy-renewables-storage
solar/wind PPAs and battery energy storage systems displacing diesel
-
Backup Power
aib-data-centers-energy-backup
-
IT Hardware
aib-data-centers-it-hardware
the compute payload the facility exists to house
-
Compute Accelerators
aib-data-centers-it-accelerators
GPUs/ASICs driving rack density and power demand
-
Servers, Memory & Storage
aib-data-centers-it-servers-memory-storage
servers, racks, HBM/DRAM and storage, HBM being the current bottleneck
-
Compute Accelerators
aib-data-centers-it-accelerators
-
Land, Site & Shell
aib-data-centers-land-site-shell
site acquisition, powered land and core-and-shell construction
-
Materials & Commodities
aib-data-centers-materials
the metals bill-of-materials of grid and facility construction
-
Copper
aib-data-centers-materials-copper
the buildout's binding conductor metal
-
Steel & Aluminum
aib-data-centers-materials-steel-aluminum
structural shell and busway/feeder alternatives to copper
-
Copper
aib-data-centers-materials-copper
-
Network & Connectivity
aib-data-centers-network-connectivity
fiber, optics, switching and interconnection into and inside the facility
-
Services & Software
aib-data-centers-services-software
design/EPC, commissioning, O&M and DCIM software over the facility lifecycle
-
Water
aib-data-centers-water
water supply, treatment and consumption management for evaporative cooling
ENLT
stock
ETN
stock
TRUG
stock
COR
stock
MOD
stock
ORA
stock
Supply chain
STAGE 1
Materials & Commodities
copper, steel, aluminum and component feedstocks entering the grid and facility bill-of-materials
→
STAGE 2
Land, Power & Site Development
site selection, powered-land acquisition and energy procurement (PPAs, nuclear, gas, renewables)
→
STAGE 3
Construction & Shell
core-and-shell EPC construction of the facility
→
STAGE 4
Electrical Fit-Out
transformers, switchgear, generators, UPS and distribution installed against multi-year lead times
→
STAGE 5
Cooling & Water Systems
liquid/air cooling plants and water systems matched to rack density
→
STAGE 6
IT & Network Deployment
accelerators, servers, memory, storage and the fiber/optical interconnect racked into the white space and lighting the facility
→
STAGE 7
Operations & Maintenance
commissioning, O&M services, DCIM and energy management across the operating life
Holdings
| Component | Connection | Weight | Relevance | |
|---|---|---|---|---|
| SNDK ▸ | direct | 34.20% | 1.000 | |
|
SANDISK CORP Direct holding — its core business is the fund’s theme · weight 34.20% · AI model relevance 1.000. |
||||
| MU ▸ | direct | 19.94% | 1.000 | |
|
MICRON TECHNOLOGY INC Direct holding — its core business is the fund’s theme · weight 19.94% · AI model relevance 1.000. |
||||
| TSM ▸ | direct | 8.61% | 1.000 | |
|
TAIWAN SEMICONDUCTOR-SP ADR Direct holding — its core business is the fund’s theme · weight 8.61% · AI model relevance 1.000. |
||||
| ETN ▸ | direct | 8.25% | 0.541 | |
|
EATON CORP PLC — Eaton is a diversified power management company that makes electrical components and power distribution equipment, plus aerospace fuel and hydraulic systems and vehicle/eMobility drivetrain and electrification products.
Direct holding — its core business is the fund’s theme · weight 8.25% ·
AI model relevance 0.541.
Connected concepts:
Data Centers
|
||||
| AVGO ▸ | direct | 7.33% | 1.000 | |
|
BROADCOM INC Direct holding — its core business is the fund’s theme · weight 7.33% · AI model relevance 1.000. |
||||
| COR ▸ | direct | 6.55% | 0.250 | |
|
CENCORA INC — Cencora (formerly AmerisourceBergen) sources and distributes brand-name, generic, and specialty pharmaceuticals and other healthcare products to pharmacies, hospitals, and other providers in the United States and internationally.
Direct holding — its core business is the fund’s theme · weight 6.55% ·
AI model relevance 0.250.
Connected concepts:
Data Centers
|
||||
| LNG ▸ | 5.62% | 0.314 | ||
|
CHENIERE ENERGY INC — Cheniere Energy is the largest producer and exporter of liquefied natural gas in the United States, operating liquefaction and export terminals at Sabine Pass and Corpus Christi, Texas.
Hidden connection — a real but non-obvious supply-chain or
second-order link surfaced by the AI model · weight 5.62% ·
AI model relevance 0.314.
Connected concepts:
Data Centers · hidden
|
||||
| MOD ▸ | direct | 3.67% | 0.217 | |
|
MODINE MANUFACTURING CO — Modine Manufacturing designs and makes thermal management systems and heat exchangers used in vehicles, HVAC equipment, refrigeration, data centers, and other industrial applications worldwide.
Direct holding — its core business is the fund’s theme · weight 3.67% ·
AI model relevance 0.217.
Connected concepts:
Data Centers
|
||||
| ORA ▸ | direct | 1.98% | 0.202 | |
|
ORMAT TECHNOLOGIES INC — Ormat Technologies is a vertically integrated geothermal energy company that designs, builds, owns, and operates geothermal, solar, and energy-storage power plants, and also manufactures geothermal power equipment for other operators.
Direct holding — its core business is the fund’s theme · weight 1.98% ·
AI model relevance 0.202.
Connected concepts:
Data Centers
|
||||
| ENLT ▸ | direct | 1.49% | 1.000 | |
|
ENLIGHT RENEWABLE ENERGY LTD — Enlight Renewable Energy develops, finances, constructs, owns, and operates utility-scale wind, solar, and battery-storage power projects, primarily in Israel, Europe, and the United States.
Direct holding — its core business is the fund’s theme · weight 1.49% ·
AI model relevance 1.000.
Connected concepts:
Data Centers
|
||||
| GOLD ▸ | 0.95% | 0.216 | ||
|
GOLD.COM INC — Gold.com (formerly A-Mark Precious Metals) wholesales and retails gold, silver, platinum, and palladium bullion and coins, sells numismatic collectibles, and makes secured loans backed by bullion and coins through brands including JMBullion.com and Goldline.
Hidden connection — a real but non-obvious supply-chain or
second-order link surfaced by the AI model · weight 0.95% ·
AI model relevance 0.216.
Connected concepts:
Data Centers · hidden
|
||||
| COM ▸ | 0.72% | 0.289 | ||
|
DIREXION AUSPICE BRD CMDTY — Direxion Auspice Broad Commodity Strategy ETF tracks an index of 12 commodity futures across energy, metals, and agriculture, with each commodity's exposure switching between long and cash based on price trend signals.
Hidden connection — a real but non-obvious supply-chain or
second-order link surfaced by the AI model · weight 0.72% ·
AI model relevance 0.289.
Connected concepts:
Data Centers · hidden
|
||||
| HVAC ▸ | 0.67% | 0.313 | ||
|
ADVISORSHARES HVAC INDUS — AdvisorShares HVAC and Industrials ETF is an actively managed fund that invests in heating, ventilation, and air conditioning companies and broader industrial-sector businesses seeking long-term capital appreciation.
Hidden connection — a real but non-obvious supply-chain or
second-order link surfaced by the AI model · weight 0.67% ·
AI model relevance 0.313.
Connected concepts:
Data Centers · hidden
|
||||
| TRUG ▸ | direct | 0.01% | 0.473 | |
|
TRUGOLF HOLDINGS INC-CL A — TruGolf Holdings designs, manufactures, and sells golf simulators and launch monitors for residential, commercial, and portable use, and develops the E6 golf simulation software that powers them.
Direct holding — its core business is the fund’s theme · weight 0.01% ·
AI model relevance 0.473.
Connected concepts:
Data Centers
|
||||
Holdings are disclosed by
design — this is the tradable index. direct = the component’s
core business is the theme; hidden = a real but non-obvious
supply-chain or second-order connection surfaced by the vector model.
Relevance is the AI model affinity score (0–1, normalized).
Governance activity
| Date | Change |
|---|---|
| 2026-09-10 | swapped for · HITL-approved |
Headlines
Live newswire items from the
headline pipeline connected
to this fund — by its components and by its theme & ontology
concepts (tagged above) — updating continuously, and an input that
prioritizes the next portfolio re-measure. Headlines never trade by
themselves.
Signaling Network
How all stocks in this universe connect — each dot is a stock, links are association strength (co-appearance on ontology concepts, decaying with ontology distance). This fund’s components sit inside this network. Click a dot to inspect it.
Derived, relative association measure (ontology distance × AI model scores). Not correlations, not price relationships, not trading signals.
Supply-Chain Return Map
The Signaling Network’s concept nodes, ranked by momentum. Each tile is an ontology category — sized by breadth of exposure (its direct constituents) and colored by their median trailing‑30‑day return. Hover a tile for its movers.
30-day return
−3%0+3%
Median is outlier-robust: a single split-glitch cannot color a tile green. Illustrative of ontology-cluster momentum, not investment advice.