Agentic Ecosystem · Sector T2 · Layer 1 · Substrate

Edge & Distribution

Edge & Distribution — the Substrate layer of the Closelook agentic value stack. Sub-index level, constituents with charts and the Closelook read.

Equal-weight 1d —
Cap-weighted 1d —
Momentum (drift) 1d —
Constituents in this sector

Composite Index — since inception (Dec 30, 2025)

Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.

Constituents

Every Agentic Ecosystem constituent tagged into this sector. Click a row to open the stock detail page with full chart + Money-Temperature scoring.

Ticker Company Region Last 1d 1w 1m 3m 6m 1y CCY
NETCloudflareUS333.94+2.86%+7.32%+10.81%+47.19%+48.10%+0.00%USD
SPCXSpaceX / StarlinkUS154.81+2.60%+4.47%+8.00%-14.75%+0.00%+0.00%USD
EQIXEquinixUS1025.94+0.96%+0.21%-5.45%-5.75%+5.90%+0.00%USD
AKAMAkamaiUS107.08+2.49%-0.05%-7.05%-16.25%-1.64%+0.00%USD
FSLYFastlyUS24.57+4.38%+8.19%-7.60%+41.13%-8.59%+0.00%USD

FAQ · from the current data · as of 2026-09-17

Edge & Distribution — data Q&A

What is the Edge & Distribution sub-index of the Agentic Ecosystem Index?

5 constituents in the Substrate layer, listed across US, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Agentic Ecosystem Index — /indices/agentic/.

Which Edge & Distribution constituents lead and lag over one month?

As of 2026-09-17: leading — Cloudflare (NET) +10.81%; SpaceX / Starlink (SPCX) +8.00%; Equinix (EQIX) -5.45%. Lagging — Fastly (FSLY) -7.60%; Akamai (AKAM) -7.05%; Equinix (EQIX) -5.45%. Returns are close-to-close in each name's trading currency.

Which Edge & Distribution names have done best over one year?

As of 2026-09-17: Cloudflare (NET) +0.00%; Akamai (AKAM) +0.00%; Fastly (FSLY) +0.00%. Weakest: Cloudflare (NET) +0.00%; Akamai (AKAM) +0.00%; Fastly (FSLY) +0.00%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.