⚡AI Infrastructure IntelligenceNew

AI Infrastructure Index

A proprietary composite score tracking the health and momentum of the AI datacenter supply chain across 20 companies and 8 supply chain categories. Educational research only.

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

Current Score

51.1BEARISH

90-Day Trend

30d +090d +-10.1

90d agoToday

Category Breakdown

🔲#1

GPUs & Accelerators

Index weight18%

⚡#2

Utilities

Index weight21.2%

🖥️#3

Servers & Systems

Index weight9.8%

🔌#4

Power Infrastructure

Index weight14.8%

❄️#5

Cooling & Thermal

Index weight13%

☢️#6

Nuclear Energy

Index weight7.8%

💧#7

Water Infrastructure

Index weight6.9%

🔥#8

Natural Gas

Index weight8.4%

Index Components

20 constituents · weighted by theme score

#	Ticker	Company	Category	Weight	Score	Contribution
1	NVDA	NVIDIA Corporation	🔲 GPUs & Accelerators	9.8%	100	+5.00
2	AMD	Advanced Micro Devices	🔲 GPUs & Accelerators	8.2%	84	+4.20
3	VST	Vistra Corp	⚡ Utilities	7.8%	80	+4.00
4	CEG	Constellation Energy	⚡ Utilities	7.5%	77	+3.85
5	TLN	Talen Energy	⚡ Utilities	5.9%	60	+3.00
6	ETN	Eaton Corporation	🔌 Power Infrastructure	5.9%	60	+3.00
7	CARR	Carrier Global	❄️ Cooling & Thermal	5.3%	54	+2.70
8	OKLO	Oklo Inc	☢️ Nuclear Energy	5.2%	53	+2.65
9	SMCI	Super Micro Computer	🖥️ Servers & Systems	5.1%	52	+2.60
10	DELL	Dell Technologies	🖥️ Servers & Systems	4.7%	48	+2.40
11	HUBB	Hubbell Incorporated	🔌 Power Infrastructure	4.6%	47	+2.35
12	AWK	American Water Works	💧 Water Infrastructure	4.5%	46	+2.30
13	PWR	Quanta Services	🔌 Power Infrastructure	4.3%	44	+2.20
14	TT	Trane Technologies	❄️ Cooling & Thermal	3.9%	40	+2.00
15	VRT	Vertiv Holdings	❄️ Cooling & Thermal	3.8%	39	+1.95
16	KMI	Kinder Morgan	🔥 Natural Gas	3.1%	32	+1.60
17	SMR	NuScale Power	☢️ Nuclear Energy	2.6%	27	+1.35
18	ET	Energy Transfer LP	🔥 Natural Gas	2.6%	27	+1.35
19	WMB	Williams Companies	🔥 Natural Gas	2.6%	27	+1.35
20	XYL	Xylem Inc	💧 Water Infrastructure	2.4%	25	+1.25

Index Methodology

The InvestorLens AI Infrastructure Index is a proprietary composite score computed daily across all tracked companies. It is designed to surface where institutional capital, insider buying, and billionaire accumulation overlap with AI datacenter theme momentum. It is not a financial index, does not track prices, and is not investable. It is an educational research indicator only.

Institutional Positioning

35%

13F filing activity, new positions, additions, and holding concentration from public SEC disclosures

Insider Transaction Activity

25%

Form 4 reported open-market purchases and sales by corporate insiders

Billionaire Accumulation

20%

Positions held or added by known high-profile investors in most recent 13F filings

Theme Momentum

20%

Relative price and volume momentum within the AI infrastructure theme vs. broad market

Research disclaimer: Index scores are proprietary educational indicators only. They are not investment advice, do not predict future performance, and should not be used as the sole basis for any investment decision. Institutional and insider data is based on public SEC filings with up to 45-day disclosure lag.