One Week, Three Indices, Opened to the Sector Level — Where the Rotation Actually Happened

The frame

All figures in this edition are as of the close on Thursday, 13 August 2026, and the trailing week runs Thursday to Thursday. Friday’s session is not included — it moved several of these sectors materially, so read the numbers on that basis.

We usually show you three numbers per index — daily, weekly, year-to-date. Today we open the hood. Each of our three AI indices carries a full deck of sector sub-indices, equal-weighted and computed the same way as the headline, and the week just ended is unusually legible one level down.

The headline board first: the Agentic Ecosystem index — AI opex, the compute-renters and token-meterers — gained about +12.2% on the trailing week and closed Thursday +3.2% at 1,686.55, +70.6% for the year. Agentic Winners 40 — the application layer — added +7.6% on the week, +3.8% Thursday to 913.21, still −8.0% on the year. The Rubin Build-Out 100 — the capex layer — rose +5.5% on the week, +1.1% Thursday to 2,121.12, +113.9% year-to-date. HALO, our non-AI growth control group, was roughly flat Thursday and +2.5% on the week — the AI complex did the moving.