Closelook@AI Indices
AI Sectors — Software Up, Chip Hardware Down
The best and worst of 35 AI sectors in Rubin, the Agentic Ecosystem and the Agentic Winners 40 — the week, the month and 2026 so far. This week application leaders led (+7.1%) and advanced packaging & bonding trailed (−8.0%). The AI board ranks every single stock too — this week's best: PTC +35.0%, Zscaler +18.9%, Money Forward +14.0%.
Chapters
Transcript
0:00 This week in AI: software up, chip hardware down.
0:04 35 AI sectors in three indices: the best and the worst of the week, the month and the year.
0:10 The week: Agentic Winners 40 +4.9%, Agentic Ecosystem +2.8%, Rubin Build-Out 100 −3.4%.
0:14 This year: Rubin +104%, Ecosystem +81%, Winners −4%.
0:18 Best sectors this week: application leaders +7.1%, agentic security +7.0% and operations & observability +6.6%.
0:23 Worst: advanced packaging & bonding −8.0%, storage −7.4% and power semiconductors −7.3%.
0:28 Over the month, agentic security +29.0% and identity, trust & governance +26.6% led.
0:33 At the bottom: storage −10.4% and compute operators −7.1%.
0:38 The year so far: storage +313% and substrates & interposers +229%.
0:43 The laggards: endpoints −18.1% and control plane −6.4%.
0:48 The AI board ranks every single stock too — all 204 in the three indices, not only the sectors.
0:51 Best this week: PTC +35.0%, Zscaler +18.9%, Money Forward +14.0%. Scan the code for all of them.
0:55 The AI board, every sector and every stock: closelook.net/indices/ai-board
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Research diary, not investment advice. Figures as stated in the video, to the date shown.