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

Methodology

Index Construction, Maintenance & Oversight

The AI Infrastructure Index (AIII) tracks publicly traded companies that provide the foundational technologies, services, and physical infrastructure required to develop, deploy, and scale artificial intelligence.
To be eligible for inclusion, a company must:
* Be listed on a major recognized exchange
* Maintain a minimum market capitalization of $1 billion
* Demonstrate average daily trading value of at least $10 million over the preceding 30 days
* Derive meaningful revenue or strategic activity from one or more of AIII's eight infrastructure pillars
* Demonstrate durable, long-term relevance to the AI infrastructure ecosystemWeighting Methodology
AIII uses a strategic weighting approach rather than market-capitalization weighting. Constituent weights are determined based on each company's assessed importance within the AI infrastructure ecosystem, its competitive position within its assigned pillar, and its contribution to overall index diversification.
Target weights are established at each quarterly rebalance and are subject to the following constraints:
* No single constituent may exceed 8% of total index weight
* No single infrastructure pillar may exceed 30% of total index weight
* Total index weight equals 100%

Rebalancing ProcessThe index is reviewed quarterly.Scheduled reviews occur at the end of each calendar quarter:March 31
June 30
September 30
December 31During each review, constituent eligibility, pillar allocations, and individual position weights are evaluated to ensure continued alignment with the index methodology.Rebalancing is triggered if:• An individual constituent exceeds 12% of total index weight.
• An infrastructure pillar exceeds 30% of total index weight.If neither threshold is exceeded, no rebalancing action is required.Extraordinary changes may be made outside of scheduled reviews in the event of mergers, acquisitions, delistings, or other significant corporate actions.Index OversightThe AI Infrastructure Index (AIII) is independently maintained according to its published methodology. Constituent selections, eligibility requirements, and index construction rules are reviewed periodically to ensure the index continues to reflect the most important companies supporting the development, deployment, and operation of artificial intelligence infrastructure. Consideration is given to strategic relevance, competitive position, and long-term participation in the AI infrastructure ecosystem. Changes to the methodology will be publicly disclosed on this website.DisclaimerAIII is an independently maintained model index and is not an investment fund, ETF, or investment adviser. The index is provided for informational and educational purposes only and should not be considered investment advice. Past performance does not guarantee future results.