Hyperscaler Capex
TailwindWhat this measures
Exposure to hyperscaler data center spending.
Top names
Latest assignments · as of Oct 11, 2026, 12:00 AM
| 1 | AAOI | Applied Optoelectronics, Inc. | 0.9 |
| 2 | ALAB | Astera Labs, Inc. Common Stock | 0.9 |
| 3 | AMD | Advanced Micro Devices, Inc. | 0.9 |
| 4 | FPS | Forgent Power Solutions, Inc. | 0.9 |
| 5 | FRMI | Fermi Inc. Common Stock | 0.9 |
| 6 | GDS | GDS Holdings Limited | 0.9 |
| 7 | POET | POET Technologies Inc. | 0.9 |
| 8 | ADI | Analog Devices, Inc. | 0.8 |
| 9 | AIRJ | AirJoule Technologies Corporation | 0.8 |
| 10 | AMKR | Amkor Technology, Inc. | 0.8 |
Related exposures
Preview data only. Rankings and assignments can change as markets and filings update. Not investment advice.









