{ "indexName": "The AGI-Ops Index \u2014 Sector Performance & Score Breakdown", "lastUpdated": "2026-10-23", "filingLagDays": 55, "sectors": [ { "sector": "Cloud & Infra", "seriesKey": "cloud_infra", "constituentCount": 15, "avgAgiOpsScore": 56.9, "avgProductivityScore": 51.9, "avgMarginScore": 45.9, "avgSgaEfficiencyScore": 62.4, "avgAiInvestmentScore": 74.1, "avgRevenuePerEmployee": 648438.0, "return4Y": 241.51, "topLeaderTicker": "GOOGL", "topLeaderScore": 79.8, "tickers": [ "GOOGL", "MSFT", "ORCL", "ZS", "MDB", "NET", "SNOW", "AMZN", "CFLT", "DDOG", "PANW", "CRWD", "FTNT", "ESTC", "IBM" ] }, { "sector": "Enterprise SaaS", "seriesKey": "enterprise_saas", "constituentCount": 19, "avgAgiOpsScore": 47.4, "avgProductivityScore": 43.0, "avgMarginScore": 59.0, "avgSgaEfficiencyScore": 45.0, "avgAiInvestmentScore": 42.7, "avgRevenuePerEmployee": 604679.0, "return4Y": 66.41, "topLeaderTicker": "GTLB", "topLeaderScore": 80.7, "tickers": [ "GTLB", "MNDY", "TWLO", "DBX", "NOW", "OKTA", "INTU", "TEAM", "HUBS", "WDAY", "ZM", "BILL", "DOCU", "ADBE", "PAYC", "SAP", "CRM", "PCTY", "ASAN" ] }, { "sector": "AI-Native", "seriesKey": "ai_native", "constituentCount": 13, "avgAgiOpsScore": 69.0, "avgProductivityScore": 72.7, "avgMarginScore": 75.0, "avgSgaEfficiencyScore": 68.9, "avgAiInvestmentScore": 55.3, "avgRevenuePerEmployee": 1505577.0, "return4Y": 292.01, "topLeaderTicker": "META", "topLeaderScore": 89.8, "tickers": [ "META", "PLTR", "DUOL", "IOT", "SPOT", "SHOP", "ABNB", "SQ", "DASH", "UBER", "PYPL", "PATH", "U" ] }, { "sector": "Hardware & Semiconductors", "seriesKey": "hardware_semis", "constituentCount": 7, "avgAgiOpsScore": 60.6, "avgProductivityScore": 74.3, "avgMarginScore": 40.3, "avgSgaEfficiencyScore": 59.1, "avgAiInvestmentScore": 63.6, "avgRevenuePerEmployee": 2479383.0, "return4Y": 677.6, "topLeaderTicker": "NVDA", "topLeaderScore": 85.2, "tickers": [ "NVDA", "AVGO", "AAPL", "AMD", "DELL", "CSCO", "INTC" ] } ], "timeseries": [ { "date": "2022-10-24", "cloud_infra": 0.0, "enterprise_saas": 0.0, "ai_native": 0.0, "hardware_semis": 0.0, "qqq_benchmark": 0.0, "rebalanced": false }, { "date": "2022-10-25", "cloud_infra": 3.77, "enterprise_saas": 5.33, "ai_native": 4.79, "hardware_semis": 2.38, "qqq_benchmark": 2.07, "rebalanced": false }, { "date": "2022-10-26", "cloud_infra": 0.19, "enterprise_saas": 2.53, "ai_native": 1.94, "hardware_semis": 1.23, "qqq_benchmark": -0.19, "rebalanced": false }, { "date": "2022-10-27", "cloud_infra": 0.32, "enterprise_saas": 3.73, "ai_native": 0.99, "hardware_semis": 0.15, "qqq_benchmark": -2.0, "rebalanced": false }, { "date": "2022-10-28", "cloud_infra": 0.29, "enterprise_saas": 4.99, "ai_native": 2.38, "hardware_semis": 5.78, "qqq_benchmark": 0.99, "rebalanced": false }, { "date": "2022-10-31", "cloud_infra": -0.12, "enterprise_saas": 4.52, "ai_native": -0.28, "hardware_semis": 3.92, "qqq_benchmark": -0.18, "rebalanced": false }, { "date": "2022-11-01", "cloud_infra": -1.74, "enterprise_saas": 2.44, "ai_native": 0.33, "hardware_semis": 3.77, "qqq_benchmark": -1.2, "rebalanced": false }, { "date": "2022-11-02", "cloud_infra": -7.83, "enterprise_saas": -5.02, "ai_native": -5.69, "hardware_semis": 0.92, "qqq_benchmark": -4.59, "rebalanced": false }, { "date": "2022-11-03", "cloud_infra": -10.19, "enterprise_saas": -5.96, "ai_native": -6.84, "hardware_semis": 0.14, "qqq_benchmark": -6.45, "rebalanced": false }, { "date": "2022-11-04", "cloud_infra": -13.95, "enterprise_saas": -12.9, "ai_native": -6.48, "hardware_semis": 3.55, "qqq_benchmark": -4.95, "rebalanced": false }, { "date": "2022-11-07", "cloud_infra": -13.99, "enterprise_saas": -12.22, "ai_native": -6.66, "hardware_semis": 4.73, "qqq_benchmark": -3.9, "rebalanced": false }, { "date": "2022-11-08", "cloud_infra": -12.01, "enterprise_saas": -11.1, "ai_native": -5.56, "hardware_semis": 5.77, "qqq_benchmark": -3.2, "rebalanced": false }, { "date": "2022-11-09", "cloud_infra": -14.75, "enterprise_saas": -14.23, "ai_native": -9.27, "hardware_semis": 1.94, "qqq_benchmark": -5.43, "rebalanced": false }, { "date": "2022-11-10", "cloud_infra": -5.0, "enterprise_saas": -3.04, "ai_native": 2.14, "hardware_semis": 11.2, "qqq_benchmark": 1.54, "rebalanced": false }, { "date": "2022-11-11", "cloud_infra": -0.07, "enterprise_saas": 2.29, "ai_native": 7.44, "hardware_semis": 13.77, "qqq_benchmark": 3.42, "rebalanced": false }, { "date": "2022-11-14", "cloud_infra": -1.97, "enterprise_saas": 0.33, "ai_native": 5.84, "hardware_semis": 13.47, "qqq_benchmark": 2.51, "rebalanced": false }, { "date": "2022-11-15", "cloud_infra": 1.51, "enterprise_saas": 4.01, "ai_native": 10.57, "hardware_semis": 15.3, "qqq_benchmark": 3.93, "rebalanced": false }, { "date": "2022-11-16", "cloud_infra": -1.34, "enterprise_saas": -0.08, "ai_native": 5.77, "hardware_semis": 11.95, "qqq_benchmark": 2.51, "rebalanced": false }, { "date": "2022-11-17", "cloud_infra": -4.07, "enterprise_saas": -3.9, "ai_native": 2.9, "hardware_semis": 13.41, "qqq_benchmark": 2.28, "rebalanced": false }, { "date": "2022-11-18", "cloud_infra": -4.57, "enterprise_saas": -5.62, "ai_native": 1.54, "hardware_semis": 13.74, "qqq_benchmark": 2.29, "rebalanced": false }, { "date": "2022-11-21", "cloud_infra": -6.22, "enterprise_saas": -7.86, "ai_native": -1.87, "hardware_semis": 12.18, "qqq_benchmark": 1.24, "rebalanced": false }, { "date": "2022-11-22", "cloud_infra": -5.77, "enterprise_saas": -6.76, "ai_native": -1.45, "hardware_semis": 16.0, "qqq_benchmark": 2.69, "rebalanced": false }, { "date": "2022-11-23", "cloud_infra": -3.79, "enterprise_saas": -3.56, "ai_native": 1.63, "hardware_semis": 17.23, "qqq_benchmark": 3.72, "rebalanced": false }, { "date": "2022-11-25", "cloud_infra": -4.49, "enterprise_saas": -3.98, "ai_native": 1.29, "hardware_semis": 16.02, "qqq_benchmark": 3.04, "rebalanced": false }, { "date": "2022-11-28", "cloud_infra": -5.83, "enterprise_saas": -5.51, "ai_native": -0.64, "hardware_semis": 13.62, "qqq_benchmark": 1.53, "rebalanced": false }, { "date": "2022-11-29", "cloud_infra": -6.74, "enterprise_saas": -6.65, "ai_native": -1.66, "hardware_semis": 13.24, "qqq_benchmark": 0.76, "rebalanced": false }, { "date": "2022-11-30", "cloud_infra": -3.91, "enterprise_saas": -0.68, "ai_native": 4.73, "hardware_semis": 18.82, "qqq_benchmark": 5.35, "rebalanced": false }, { "date": "2022-12-01", "cloud_infra": -1.62, "enterprise_saas": 2.11, "ai_native": 6.45, "hardware_semis": 19.02, "qqq_benchmark": 5.48, "rebalanced": false }, { "date": "2022-12-02", "cloud_infra": -3.82, "enterprise_saas": 0.01, "ai_native": 8.52, "hardware_semis": 17.38, "qqq_benchmark": 5.06, "rebalanced": false }, { "date": "2022-12-05", "cloud_infra": -8.4, "enterprise_saas": -5.7, "ai_native": 3.75, "hardware_semis": 15.55, "qqq_benchmark": 3.3, "rebalanced": false }, { "date": "2022-12-06", "cloud_infra": -10.11, "enterprise_saas": -7.09, "ai_native": 0.09, "hardware_semis": 12.81, "qqq_benchmark": 1.16, "rebalanced": false }, { "date": "2022-12-07", "cloud_infra": -8.85, "enterprise_saas": -6.95, "ai_native": 0.3, "hardware_semis": 11.97, "qqq_benchmark": 0.75, "rebalanced": false }, { "date": "2022-12-08", "cloud_infra": -5.79, "enterprise_saas": -3.38, "ai_native": 2.45, "hardware_semis": 14.12, "qqq_benchmark": 1.94, "rebalanced": false }, { "date": "2022-12-09", "cloud_infra": -6.51, "enterprise_saas": -3.11, "ai_native": 2.71, "hardware_semis": 13.44, "qqq_benchmark": 1.29, "rebalanced": false }, { "date": "2022-12-12", "cloud_infra": -3.47, "enterprise_saas": 0.68, "ai_native": 4.58, "hardware_semis": 16.0, "qqq_benchmark": 2.56, "rebalanced": false }, { "date": "2022-12-13", "cloud_infra": -1.79, "enterprise_saas": 3.09, "ai_native": 6.06, "hardware_semis": 17.41, "qqq_benchmark": 3.66, "rebalanced": false }, { "date": "2022-12-14", "cloud_infra": -1.48, "enterprise_saas": 3.82, "ai_native": 5.43, "hardware_semis": 15.4, "qqq_benchmark": 2.89, "rebalanced": false }, { "date": "2022-12-15", "cloud_infra": -5.65, "enterprise_saas": -0.53, "ai_native": 0.1, "hardware_semis": 10.96, "qqq_benchmark": -0.56, "rebalanced": false }, { "date": "2022-12-16", "cloud_infra": -6.83, "enterprise_saas": -0.83, "ai_native": -0.77, "hardware_semis": 9.75, "qqq_benchmark": -1.51, "rebalanced": false }, { "date": "2022-12-19", "cloud_infra": -9.32, "enterprise_saas": -3.62, "ai_native": -3.81, "hardware_semis": 8.65, "qqq_benchmark": -2.89, "rebalanced": false }, { "date": "2022-12-20", "cloud_infra": -8.22, "enterprise_saas": -3.35, "ai_native": -3.02, "hardware_semis": 8.2, "qqq_benchmark": -2.97, "rebalanced": false }, { "date": "2022-12-21", "cloud_infra": -7.7, "enterprise_saas": -1.99, "ai_native": -1.09, "hardware_semis": 10.47, "qqq_benchmark": -1.56, "rebalanced": false }, { "date": "2022-12-22", "cloud_infra": -10.27, "enterprise_saas": -5.02, "ai_native": -3.98, "hardware_semis": 7.25, "qqq_benchmark": -3.97, "rebalanced": false }, { "date": "2022-12-23", "cloud_infra": -10.63, "enterprise_saas": -5.14, "ai_native": -4.24, "hardware_semis": 7.33, "qqq_benchmark": -3.75, "rebalanced": false }, { "date": "2022-12-27", "cloud_infra": -12.02, "enterprise_saas": -6.56, "ai_native": -6.5, "hardware_semis": 5.8, "qqq_benchmark": -5.11, "rebalanced": false }, { "date": "2022-12-28", "cloud_infra": -12.68, "enterprise_saas": -6.89, "ai_native": -7.55, "hardware_semis": 4.22, "qqq_benchmark": -6.37, "rebalanced": false }, { "date": "2022-12-29", "cloud_infra": -9.58, "enterprise_saas": -2.62, "ai_native": -2.67, "hardware_semis": 7.06, "qqq_benchmark": -4.08, "rebalanced": false }, { "date": "2022-12-30", "cloud_infra": -9.75, "enterprise_saas": -2.89, "ai_native": -2.58, "hardware_semis": 7.46, "qqq_benchmark": -4.14, "rebalanced": false }, { "date": "2023-01-03", "cloud_infra": -10.77, "enterprise_saas": -3.03, "ai_native": -2.23, "hardware_semis": 6.77, "qqq_benchmark": -4.79, "rebalanced": true }, { "date": "2023-01-04", "cloud_infra": -11.41, "enterprise_saas": -2.42, "ai_native": 0.37, "hardware_semis": 8.28, "qqq_benchmark": -4.34, "rebalanced": false }, { "date": "2023-01-05", "cloud_infra": -15.57, "enterprise_saas": -7.86, "ai_native": -3.32, "hardware_semis": 6.6, "qqq_benchmark": -5.83, "rebalanced": false }, { "date": "2023-01-06", "cloud_infra": -14.81, "enterprise_saas": -7.33, "ai_native": -0.8, "hardware_semis": 10.8, "qqq_benchmark": -3.23, "rebalanced": false }, { "date": "2023-01-09", "cloud_infra": -12.93, "enterprise_saas": -4.58, "ai_native": 1.7, "hardware_semis": 12.54, "qqq_benchmark": -2.61, "rebalanced": false }, { "date": "2023-01-10", "cloud_infra": -12.31, "enterprise_saas": -3.6, "ai_native": 3.32, "hardware_semis": 13.26, "qqq_benchmark": -1.78, "rebalanced": false }, { "date": "2023-01-11", "cloud_infra": -10.06, "enterprise_saas": -1.42, "ai_native": 6.44, "hardware_semis": 13.73, "qqq_benchmark": -0.08, "rebalanced": false }, { "date": "2023-01-12", "cloud_infra": -10.14, "enterprise_saas": -0.15, "ai_native": 7.41, "hardware_semis": 14.59, "qqq_benchmark": 0.46, "rebalanced": false }, { "date": "2023-01-13", "cloud_infra": -9.04, "enterprise_saas": 0.99, "ai_native": 8.64, "hardware_semis": 15.07, "qqq_benchmark": 1.15, "rebalanced": false }, { "date": "2023-01-17", "cloud_infra": -7.15, "enterprise_saas": 2.48, "ai_native": 10.99, "hardware_semis": 15.53, "qqq_benchmark": 1.35, "rebalanced": false }, { "date": "2023-01-18", "cloud_infra": -9.17, "enterprise_saas": 1.02, "ai_native": 9.26, "hardware_semis": 13.9, "qqq_benchmark": 0.03, "rebalanced": false }, { "date": "2023-01-19", "cloud_infra": -10.77, "enterprise_saas": -1.02, "ai_native": 7.73, "hardware_semis": 11.77, "qqq_benchmark": -0.95, "rebalanced": false }, { "date": "2023-01-20", "cloud_infra": -6.91, "enterprise_saas": 2.5, "ai_native": 12.58, "hardware_semis": 14.76, "qqq_benchmark": 1.76, "rebalanced": false }, { "date": "2023-01-23", "cloud_infra": -4.17, "enterprise_saas": 5.32, "ai_native": 17.64, "hardware_semis": 19.37, "qqq_benchmark": 4.02, "rebalanced": false }, { "date": "2023-01-24", "cloud_infra": -5.49, "enterprise_saas": 3.92, "ai_native": 16.08, "hardware_semis": 19.16, "qqq_benchmark": 3.81, "rebalanced": false }, { "date": "2023-01-25", "cloud_infra": -6.47, "enterprise_saas": 3.73, "ai_native": 17.08, "hardware_semis": 19.1, "qqq_benchmark": 3.58, "rebalanced": false }, { "date": "2023-01-26", "cloud_infra": -3.08, "enterprise_saas": 6.98, "ai_native": 18.48, "hardware_semis": 20.76, "qqq_benchmark": 5.6, "rebalanced": false }, { "date": "2023-01-27", "cloud_infra": -1.18, "enterprise_saas": 9.08, "ai_native": 22.68, "hardware_semis": 19.99, "qqq_benchmark": 6.65, "rebalanced": false }, { "date": "2023-01-30", "cloud_infra": -3.95, "enterprise_saas": 6.46, "ai_native": 18.11, "hardware_semis": 17.33, "qqq_benchmark": 4.49, "rebalanced": false }, { "date": "2023-01-31", "cloud_infra": -2.0, "enterprise_saas": 9.16, "ai_native": 23.02, "hardware_semis": 19.13, "qqq_benchmark": 6.06, "rebalanced": false }, { "date": "2023-02-01", "cloud_infra": 2.65, "enterprise_saas": 14.1, "ai_native": 27.5, "hardware_semis": 23.86, "qqq_benchmark": 8.33, "rebalanced": false }, { "date": "2023-02-02", "cloud_infra": 7.89, "enterprise_saas": 19.75, "ai_native": 36.87, "hardware_semis": 27.49, "qqq_benchmark": 12.22, "rebalanced": false }, { "date": "2023-02-03", "cloud_infra": 3.62, "enterprise_saas": 12.81, "ai_native": 32.6, "hardware_semis": 26.47, "qqq_benchmark": 10.22, "rebalanced": false }, { "date": "2023-02-06", "cloud_infra": 1.57, "enterprise_saas": 10.78, "ai_native": 31.78, "hardware_semis": 24.03, "qqq_benchmark": 9.29, "rebalanced": false }, { "date": "2023-02-07", "cloud_infra": 4.3, "enterprise_saas": 14.78, "ai_native": 32.87, "hardware_semis": 26.91, "qqq_benchmark": 11.55, "rebalanced": false }, { "date": "2023-02-08", "cloud_infra": 3.99, "enterprise_saas": 12.51, "ai_native": 31.12, "hardware_semis": 25.08, "qqq_benchmark": 9.57, "rebalanced": false }, { "date": "2023-02-09", "cloud_infra": 3.36, "enterprise_saas": 10.57, "ai_native": 29.75, "hardware_semis": 24.36, "qqq_benchmark": 8.6, "rebalanced": false }, { "date": "2023-02-10", "cloud_infra": 2.07, "enterprise_saas": 7.91, "ai_native": 25.81, "hardware_semis": 23.53, "qqq_benchmark": 7.89, "rebalanced": false }, { "date": "2023-02-13", "cloud_infra": 4.26, "enterprise_saas": 9.91, "ai_native": 28.17, "hardware_semis": 25.87, "qqq_benchmark": 9.62, "rebalanced": false }, { "date": "2023-02-14", "cloud_infra": 6.6, "enterprise_saas": 12.77, "ai_native": 33.2, "hardware_semis": 27.26, "qqq_benchmark": 10.43, "rebalanced": false }, { "date": "2023-02-15", "cloud_infra": 9.04, "enterprise_saas": 15.22, "ai_native": 40.14, "hardware_semis": 27.67, "qqq_benchmark": 11.27, "rebalanced": false }, { "date": "2023-02-16", "cloud_infra": 4.94, "enterprise_saas": 12.55, "ai_native": 35.16, "hardware_semis": 26.07, "qqq_benchmark": 9.19, "rebalanced": false }, { "date": "2023-02-17", "cloud_infra": 2.91, "enterprise_saas": 10.15, "ai_native": 30.86, "hardware_semis": 24.38, "qqq_benchmark": 8.41, "rebalanced": false }, { "date": "2023-02-21", "cloud_infra": 0.78, "enterprise_saas": 6.69, "ai_native": 26.62, "hardware_semis": 20.86, "qqq_benchmark": 5.85, "rebalanced": false }, { "date": "2023-02-22", "cloud_infra": 2.65, "enterprise_saas": 7.8, "ai_native": 27.44, "hardware_semis": 20.24, "qqq_benchmark": 5.93, "rebalanced": false }, { "date": "2023-02-23", "cloud_infra": 3.08, "enterprise_saas": 8.49, "ai_native": 25.12, "hardware_semis": 23.79, "qqq_benchmark": 6.85, "rebalanced": false }, { "date": "2023-02-24", "cloud_infra": 0.96, "enterprise_saas": 5.68, "ai_native": 22.61, "hardware_semis": 21.87, "qqq_benchmark": 5.06, "rebalanced": false }, { "date": "2023-02-27", "cloud_infra": 1.92, "enterprise_saas": 5.92, "ai_native": 22.47, "hardware_semis": 22.23, "qqq_benchmark": 5.82, "rebalanced": false }, { "date": "2023-02-28", "cloud_infra": 1.77, "enterprise_saas": 6.13, "ai_native": 23.58, "hardware_semis": 21.94, "qqq_benchmark": 5.68, "rebalanced": false }, { "date": "2023-03-01", "cloud_infra": 0.62, "enterprise_saas": 4.66, "ai_native": 24.29, "hardware_semis": 21.38, "qqq_benchmark": 4.83, "rebalanced": false }, { "date": "2023-03-02", "cloud_infra": 0.78, "enterprise_saas": 9.18, "ai_native": 27.21, "hardware_semis": 23.09, "qqq_benchmark": 5.7, "rebalanced": false }, { "date": "2023-03-03", "cloud_infra": 3.13, "enterprise_saas": 12.46, "ai_native": 33.05, "hardware_semis": 25.62, "qqq_benchmark": 7.88, "rebalanced": false }, { "date": "2023-03-06", "cloud_infra": 2.85, "enterprise_saas": 11.86, "ai_native": 33.27, "hardware_semis": 25.07, "qqq_benchmark": 8.0, "rebalanced": false }, { "date": "2023-03-07", "cloud_infra": 1.8, "enterprise_saas": 10.84, "ai_native": 32.88, "hardware_semis": 23.62, "qqq_benchmark": 6.68, "rebalanced": false }, { "date": "2023-03-08", "cloud_infra": 1.83, "enterprise_saas": 11.03, "ai_native": 33.49, "hardware_semis": 26.09, "qqq_benchmark": 7.21, "rebalanced": false }, { "date": "2023-03-09", "cloud_infra": -1.67, "enterprise_saas": 9.15, "ai_native": 28.47, "hardware_semis": 24.46, "qqq_benchmark": 5.35, "rebalanced": false }, { "date": "2023-03-10", "cloud_infra": -5.14, "enterprise_saas": 2.74, "ai_native": 24.32, "hardware_semis": 23.27, "qqq_benchmark": 3.88, "rebalanced": false }, { "date": "2023-03-13", "cloud_infra": -3.16, "enterprise_saas": 4.48, "ai_native": 25.77, "hardware_semis": 23.11, "qqq_benchmark": 4.65, "rebalanced": false }, { "date": "2023-03-14", "cloud_infra": -2.08, "enterprise_saas": 5.39, "ai_native": 28.95, "hardware_semis": 27.22, "qqq_benchmark": 7.05, "rebalanced": false }, { "date": "2023-03-15", "cloud_infra": -1.63, "enterprise_saas": 5.8, "ai_native": 29.64, "hardware_semis": 27.91, "qqq_benchmark": 7.61, "rebalanced": false }, { "date": "2023-03-16", "cloud_infra": 0.66, "enterprise_saas": 8.05, "ai_native": 34.14, "hardware_semis": 32.76, "qqq_benchmark": 10.45, "rebalanced": false }, { "date": "2023-03-17", "cloud_infra": -0.09, "enterprise_saas": 7.49, "ai_native": 31.81, "hardware_semis": 32.25, "qqq_benchmark": 9.93, "rebalanced": false }, { "date": "2023-03-20", "cloud_infra": -0.73, "enterprise_saas": 6.5, "ai_native": 31.55, "hardware_semis": 33.4, "qqq_benchmark": 10.32, "rebalanced": false }, { "date": "2023-03-21", "cloud_infra": 2.47, "enterprise_saas": 9.68, "ai_native": 36.28, "hardware_semis": 33.34, "qqq_benchmark": 11.89, "rebalanced": false }, { "date": "2023-03-22", "cloud_infra": -0.13, "enterprise_saas": 6.24, "ai_native": 32.61, "hardware_semis": 32.32, "qqq_benchmark": 10.37, "rebalanced": false }, { "date": "2023-03-23", "cloud_infra": 2.04, "enterprise_saas": 7.93, "ai_native": 32.0, "hardware_semis": 34.32, "qqq_benchmark": 11.68, "rebalanced": false }, { "date": "2023-03-24", "cloud_infra": 1.05, "enterprise_saas": 6.74, "ai_native": 30.74, "hardware_semis": 33.95, "qqq_benchmark": 12.09, "rebalanced": false }, { "date": "2023-03-27", "cloud_infra": 1.04, "enterprise_saas": 7.09, "ai_native": 31.09, "hardware_semis": 33.2, "qqq_benchmark": 11.32, "rebalanced": false }, { "date": "2023-03-28", "cloud_infra": 0.89, "enterprise_saas": 6.67, "ai_native": 29.53, "hardware_semis": 32.74, "qqq_benchmark": 10.73, "rebalanced": false }, { "date": "2023-03-29", "cloud_infra": 2.18, "enterprise_saas": 9.27, "ai_native": 33.24, "hardware_semis": 36.0, "qqq_benchmark": 12.75, "rebalanced": false }, { "date": "2023-03-30", "cloud_infra": 3.15, "enterprise_saas": 10.11, "ai_native": 34.86, "hardware_semis": 37.91, "qqq_benchmark": 13.82, "rebalanced": false }, { "date": "2023-03-31", "cloud_infra": 7.05, "enterprise_saas": 13.7, "ai_native": 39.14, "hardware_semis": 39.63, "qqq_benchmark": 15.71, "rebalanced": false }, { "date": "2023-04-03", "cloud_infra": 5.92, "enterprise_saas": 11.84, "ai_native": 38.78, "hardware_semis": 40.17, "qqq_benchmark": 15.43, "rebalanced": true }, { "date": "2023-04-04", "cloud_infra": 5.96, "enterprise_saas": 11.9, "ai_native": 38.04, "hardware_semis": 39.39, "qqq_benchmark": 15.04, "rebalanced": false }, { "date": "2023-04-05", "cloud_infra": 2.42, "enterprise_saas": 8.26, "ai_native": 33.5, "hardware_semis": 37.7, "qqq_benchmark": 13.9, "rebalanced": false }, { "date": "2023-04-06", "cloud_infra": 3.4, "enterprise_saas": 9.12, "ai_native": 34.18, "hardware_semis": 37.2, "qqq_benchmark": 14.67, "rebalanced": false }, { "date": "2023-04-10", "cloud_infra": 3.51, "enterprise_saas": 8.84, "ai_native": 34.45, "hardware_semis": 38.51, "qqq_benchmark": 14.61, "rebalanced": false }, { "date": "2023-04-11", "cloud_infra": 2.91, "enterprise_saas": 8.48, "ai_native": 34.71, "hardware_semis": 37.28, "qqq_benchmark": 13.87, "rebalanced": false }, { "date": "2023-04-12", "cloud_infra": 3.93, "enterprise_saas": 7.33, "ai_native": 32.38, "hardware_semis": 35.93, "qqq_benchmark": 12.87, "rebalanced": false }, { "date": "2023-04-13", "cloud_infra": 6.08, "enterprise_saas": 9.6, "ai_native": 35.13, "hardware_semis": 37.45, "qqq_benchmark": 15.08, "rebalanced": false }, { "date": "2023-04-14", "cloud_infra": 5.98, "enterprise_saas": 8.51, "ai_native": 35.68, "hardware_semis": 37.45, "qqq_benchmark": 14.86, "rebalanced": false }, { "date": "2023-04-17", "cloud_infra": 6.57, "enterprise_saas": 9.38, "ai_native": 37.2, "hardware_semis": 37.83, "qqq_benchmark": 14.96, "rebalanced": false }, { "date": "2023-04-18", "cloud_infra": 6.89, "enterprise_saas": 9.2, "ai_native": 37.82, "hardware_semis": 39.12, "qqq_benchmark": 14.96, "rebalanced": false }, { "date": "2023-04-19", "cloud_infra": 6.13, "enterprise_saas": 8.89, "ai_native": 37.33, "hardware_semis": 37.5, "qqq_benchmark": 14.91, "rebalanced": false }, { "date": "2023-04-20", "cloud_infra": 4.62, "enterprise_saas": 7.34, "ai_native": 34.55, "hardware_semis": 35.61, "qqq_benchmark": 14.03, "rebalanced": false }, { "date": "2023-04-21", "cloud_infra": 5.49, "enterprise_saas": 8.03, "ai_native": 35.15, "hardware_semis": 34.99, "qqq_benchmark": 14.15, "rebalanced": false }, { "date": "2023-04-24", "cloud_infra": 4.31, "enterprise_saas": 6.25, "ai_native": 33.88, "hardware_semis": 34.54, "qqq_benchmark": 13.92, "rebalanced": false }, { "date": "2023-04-25", "cloud_infra": -0.05, "enterprise_saas": 1.98, "ai_native": 29.52, "hardware_semis": 31.52, "qqq_benchmark": 11.77, "rebalanced": false }, { "date": "2023-04-26", "cloud_infra": 3.45, "enterprise_saas": 2.65, "ai_native": 28.43, "hardware_semis": 32.21, "qqq_benchmark": 12.44, "rebalanced": false }, { "date": "2023-04-27", "cloud_infra": 4.95, "enterprise_saas": 4.09, "ai_native": 30.94, "hardware_semis": 34.38, "qqq_benchmark": 15.5, "rebalanced": false }, { "date": "2023-04-28", "cloud_infra": 1.94, "enterprise_saas": 3.69, "ai_native": 32.21, "hardware_semis": 36.93, "qqq_benchmark": 16.3, "rebalanced": false }, { "date": "2023-05-01", "cloud_infra": 0.44, "enterprise_saas": 3.59, "ai_native": 33.33, "hardware_semis": 37.88, "qqq_benchmark": 16.16, "rebalanced": false }, { "date": "2023-05-02", "cloud_infra": -1.35, "enterprise_saas": 1.62, "ai_native": 30.39, "hardware_semis": 36.21, "qqq_benchmark": 15.15, "rebalanced": false }, { "date": "2023-05-03", "cloud_infra": -1.29, "enterprise_saas": 0.83, "ai_native": 29.41, "hardware_semis": 34.61, "qqq_benchmark": 14.4, "rebalanced": false }, { "date": "2023-05-04", "cloud_infra": 1.08, "enterprise_saas": 0.84, "ai_native": 32.09, "hardware_semis": 35.26, "qqq_benchmark": 13.99, "rebalanced": false }, { "date": "2023-05-05", "cloud_infra": 3.33, "enterprise_saas": 2.77, "ai_native": 34.87, "hardware_semis": 38.91, "qqq_benchmark": 16.42, "rebalanced": false }, { "date": "2023-05-08", "cloud_infra": 6.9, "enterprise_saas": 4.48, "ai_native": 39.77, "hardware_semis": 40.52, "qqq_benchmark": 16.71, "rebalanced": false }, { "date": "2023-05-09", "cloud_infra": 7.66, "enterprise_saas": 4.63, "ai_native": 41.6, "hardware_semis": 39.19, "qqq_benchmark": 15.97, "rebalanced": false }, { "date": "2023-05-10", "cloud_infra": 11.39, "enterprise_saas": 5.51, "ai_native": 42.35, "hardware_semis": 40.23, "qqq_benchmark": 17.23, "rebalanced": false }, { "date": "2023-05-11", "cloud_infra": 11.67, "enterprise_saas": 4.64, "ai_native": 43.23, "hardware_semis": 38.71, "qqq_benchmark": 17.61, "rebalanced": false }, { "date": "2023-05-12", "cloud_infra": 11.37, "enterprise_saas": 3.72, "ai_native": 38.93, "hardware_semis": 38.41, "qqq_benchmark": 17.19, "rebalanced": false }, { "date": "2023-05-15", "cloud_infra": 13.24, "enterprise_saas": 7.75, "ai_native": 41.12, "hardware_semis": 40.32, "qqq_benchmark": 17.82, "rebalanced": false }, { "date": "2023-05-16", "cloud_infra": 13.28, "enterprise_saas": 6.72, "ai_native": 39.01, "hardware_semis": 41.12, "qqq_benchmark": 17.96, "rebalanced": false }, { "date": "2023-05-17", "cloud_infra": 15.47, "enterprise_saas": 9.53, "ai_native": 42.22, "hardware_semis": 43.09, "qqq_benchmark": 19.38, "rebalanced": false }, { "date": "2023-05-18", "cloud_infra": 18.73, "enterprise_saas": 11.63, "ai_native": 47.21, "hardware_semis": 47.23, "qqq_benchmark": 21.6, "rebalanced": false }, { "date": "2023-05-19", "cloud_infra": 17.96, "enterprise_saas": 11.98, "ai_native": 45.38, "hardware_semis": 47.55, "qqq_benchmark": 21.33, "rebalanced": false }, { "date": "2023-05-22", "cloud_infra": 18.96, "enterprise_saas": 15.04, "ai_native": 48.38, "hardware_semis": 47.71, "qqq_benchmark": 21.74, "rebalanced": false }, { "date": "2023-05-23", "cloud_infra": 17.19, "enterprise_saas": 13.7, "ai_native": 46.39, "hardware_semis": 46.31, "qqq_benchmark": 20.19, "rebalanced": false }, { "date": "2023-05-24", "cloud_infra": 18.16, "enterprise_saas": 13.6, "ai_native": 45.34, "hardware_semis": 45.29, "qqq_benchmark": 19.58, "rebalanced": false }, { "date": "2023-05-25", "cloud_infra": 18.34, "enterprise_saas": 13.89, "ai_native": 42.4, "hardware_semis": 54.41, "qqq_benchmark": 22.49, "rebalanced": false }, { "date": "2023-05-26", "cloud_infra": 20.7, "enterprise_saas": 17.19, "ai_native": 46.51, "hardware_semis": 60.9, "qqq_benchmark": 25.61, "rebalanced": false }, { "date": "2023-05-30", "cloud_infra": 23.36, "enterprise_saas": 18.13, "ai_native": 48.23, "hardware_semis": 61.61, "qqq_benchmark": 26.18, "rebalanced": false }, { "date": "2023-05-31", "cloud_infra": 24.31, "enterprise_saas": 21.61, "ai_native": 49.98, "hardware_semis": 58.79, "qqq_benchmark": 25.47, "rebalanced": false }, { "date": "2023-06-01", "cloud_infra": 24.86, "enterprise_saas": 19.97, "ai_native": 52.35, "hardware_semis": 60.19, "qqq_benchmark": 26.92, "rebalanced": false }, { "date": "2023-06-02", "cloud_infra": 28.74, "enterprise_saas": 20.67, "ai_native": 57.78, "hardware_semis": 61.55, "qqq_benchmark": 27.87, "rebalanced": false }, { "date": "2023-06-05", "cloud_infra": 31.03, "enterprise_saas": 21.79, "ai_native": 64.13, "hardware_semis": 59.16, "qqq_benchmark": 27.96, "rebalanced": false }, { "date": "2023-06-06", "cloud_infra": 30.89, "enterprise_saas": 25.44, "ai_native": 66.57, "hardware_semis": 61.02, "qqq_benchmark": 27.94, "rebalanced": false }, { "date": "2023-06-07", "cloud_infra": 25.24, "enterprise_saas": 21.07, "ai_native": 60.31, "hardware_semis": 59.66, "qqq_benchmark": 25.77, "rebalanced": false }, { "date": "2023-06-08", "cloud_infra": 27.27, "enterprise_saas": 22.16, "ai_native": 62.65, "hardware_semis": 62.06, "qqq_benchmark": 27.33, "rebalanced": false }, { "date": "2023-06-09", "cloud_infra": 27.49, "enterprise_saas": 22.74, "ai_native": 63.36, "hardware_semis": 62.52, "qqq_benchmark": 27.81, "rebalanced": false }, { "date": "2023-06-12", "cloud_infra": 30.25, "enterprise_saas": 25.11, "ai_native": 66.72, "hardware_semis": 67.46, "qqq_benchmark": 29.97, "rebalanced": false }, { "date": "2023-06-13", "cloud_infra": 31.51, "enterprise_saas": 27.44, "ai_native": 68.56, "hardware_semis": 68.47, "qqq_benchmark": 30.97, "rebalanced": false }, { "date": "2023-06-14", "cloud_infra": 32.24, "enterprise_saas": 26.81, "ai_native": 68.99, "hardware_semis": 72.79, "qqq_benchmark": 31.92, "rebalanced": false }, { "date": "2023-06-15", "cloud_infra": 34.99, "enterprise_saas": 29.15, "ai_native": 72.3, "hardware_semis": 73.24, "qqq_benchmark": 33.5, "rebalanced": false }, { "date": "2023-06-16", "cloud_infra": 32.36, "enterprise_saas": 27.9, "ai_native": 72.38, "hardware_semis": 72.04, "qqq_benchmark": 32.66, "rebalanced": false }, { "date": "2023-06-20", "cloud_infra": 30.76, "enterprise_saas": 26.9, "ai_native": 69.84, "hardware_semis": 71.12, "qqq_benchmark": 32.47, "rebalanced": false }, { "date": "2023-06-21", "cloud_infra": 27.86, "enterprise_saas": 23.13, "ai_native": 65.88, "hardware_semis": 67.27, "qqq_benchmark": 30.66, "rebalanced": false }, { "date": "2023-06-22", "cloud_infra": 29.8, "enterprise_saas": 24.44, "ai_native": 65.5, "hardware_semis": 67.78, "qqq_benchmark": 32.2, "rebalanced": false }, { "date": "2023-06-23", "cloud_infra": 28.36, "enterprise_saas": 22.76, "ai_native": 63.47, "hardware_semis": 66.21, "qqq_benchmark": 30.89, "rebalanced": false }, { "date": "2023-06-26", "cloud_infra": 26.69, "enterprise_saas": 21.85, "ai_native": 61.57, "hardware_semis": 64.98, "qqq_benchmark": 29.14, "rebalanced": false }, { "date": "2023-06-27", "cloud_infra": 29.2, "enterprise_saas": 23.69, "ai_native": 67.41, "hardware_semis": 68.34, "qqq_benchmark": 31.36, "rebalanced": false }, { "date": "2023-06-28", "cloud_infra": 30.82, "enterprise_saas": 25.01, "ai_native": 70.38, "hardware_semis": 67.8, "qqq_benchmark": 31.61, "rebalanced": false }, { "date": "2023-06-29", "cloud_infra": 30.03, "enterprise_saas": 24.0, "ai_native": 68.17, "hardware_semis": 68.62, "qqq_benchmark": 31.35, "rebalanced": false }, { "date": "2023-06-30", "cloud_infra": 31.48, "enterprise_saas": 25.59, "ai_native": 70.37, "hardware_semis": 71.86, "qqq_benchmark": 33.38, "rebalanced": false }, { "date": "2023-07-03", "cloud_infra": 31.25, "enterprise_saas": 25.12, "ai_native": 71.67, "hardware_semis": 72.8, "qqq_benchmark": 33.69, "rebalanced": true }, { "date": "2023-07-05", "cloud_infra": 31.05, "enterprise_saas": 25.25, "ai_native": 72.43, "hardware_semis": 70.83, "qqq_benchmark": 33.69, "rebalanced": false }, { "date": "2023-07-06", "cloud_infra": 29.29, "enterprise_saas": 23.16, "ai_native": 66.43, "hardware_semis": 69.5, "qqq_benchmark": 32.67, "rebalanced": false }, { "date": "2023-07-07", "cloud_infra": 28.96, "enterprise_saas": 23.29, "ai_native": 67.86, "hardware_semis": 69.21, "qqq_benchmark": 32.23, "rebalanced": false }, { "date": "2023-07-10", "cloud_infra": 31.29, "enterprise_saas": 26.49, "ai_native": 70.91, "hardware_semis": 71.21, "qqq_benchmark": 32.27, "rebalanced": false }, { "date": "2023-07-11", "cloud_infra": 32.9, "enterprise_saas": 29.05, "ai_native": 76.82, "hardware_semis": 72.06, "qqq_benchmark": 32.93, "rebalanced": false }, { "date": "2023-07-12", "cloud_infra": 31.12, "enterprise_saas": 29.89, "ai_native": 78.77, "hardware_semis": 73.24, "qqq_benchmark": 34.6, "rebalanced": false }, { "date": "2023-07-13", "cloud_infra": 35.17, "enterprise_saas": 33.35, "ai_native": 84.62, "hardware_semis": 75.79, "qqq_benchmark": 36.89, "rebalanced": false }, { "date": "2023-07-14", "cloud_infra": 34.78, "enterprise_saas": 32.14, "ai_native": 81.58, "hardware_semis": 74.3, "qqq_benchmark": 36.86, "rebalanced": false }, { "date": "2023-07-17", "cloud_infra": 37.13, "enterprise_saas": 34.12, "ai_native": 87.39, "hardware_semis": 77.2, "qqq_benchmark": 38.14, "rebalanced": false }, { "date": "2023-07-18", "cloud_infra": 38.35, "enterprise_saas": 35.54, "ai_native": 89.31, "hardware_semis": 77.36, "qqq_benchmark": 39.27, "rebalanced": false }, { "date": "2023-07-19", "cloud_infra": 38.55, "enterprise_saas": 35.92, "ai_native": 89.9, "hardware_semis": 77.71, "qqq_benchmark": 39.24, "rebalanced": false }, { "date": "2023-07-20", "cloud_infra": 33.53, "enterprise_saas": 30.62, "ai_native": 82.08, "hardware_semis": 73.74, "qqq_benchmark": 36.03, "rebalanced": false }, { "date": "2023-07-21", "cloud_infra": 33.64, "enterprise_saas": 30.21, "ai_native": 82.18, "hardware_semis": 73.91, "qqq_benchmark": 35.62, "rebalanced": false }, { "date": "2023-07-24", "cloud_infra": 33.38, "enterprise_saas": 29.42, "ai_native": 80.42, "hardware_semis": 74.44, "qqq_benchmark": 35.84, "rebalanced": false }, { "date": "2023-07-25", "cloud_infra": 35.58, "enterprise_saas": 30.02, "ai_native": 78.67, "hardware_semis": 77.01, "qqq_benchmark": 36.76, "rebalanced": false }, { "date": "2023-07-26", "cloud_infra": 34.43, "enterprise_saas": 30.65, "ai_native": 79.99, "hardware_semis": 75.47, "qqq_benchmark": 36.3, "rebalanced": false }, { "date": "2023-07-27", "cloud_infra": 33.84, "enterprise_saas": 29.71, "ai_native": 78.11, "hardware_semis": 75.73, "qqq_benchmark": 35.98, "rebalanced": false }, { "date": "2023-07-28", "cloud_infra": 36.16, "enterprise_saas": 32.75, "ai_native": 85.93, "hardware_semis": 77.84, "qqq_benchmark": 38.45, "rebalanced": false }, { "date": "2023-07-31", "cloud_infra": 38.45, "enterprise_saas": 35.15, "ai_native": 90.09, "hardware_semis": 77.6, "qqq_benchmark": 38.52, "rebalanced": false }, { "date": "2023-08-01", "cloud_infra": 38.71, "enterprise_saas": 34.66, "ai_native": 87.36, "hardware_semis": 79.22, "qqq_benchmark": 38.2, "rebalanced": false }, { "date": "2023-08-02", "cloud_infra": 31.12, "enterprise_saas": 27.43, "ai_native": 79.29, "hardware_semis": 73.78, "qqq_benchmark": 35.17, "rebalanced": false }, { "date": "2023-08-03", "cloud_infra": 31.61, "enterprise_saas": 26.43, "ai_native": 75.44, "hardware_semis": 75.27, "qqq_benchmark": 34.95, "rebalanced": false }, { "date": "2023-08-04", "cloud_infra": 29.73, "enterprise_saas": 27.07, "ai_native": 70.57, "hardware_semis": 74.57, "qqq_benchmark": 34.32, "rebalanced": false }, { "date": "2023-08-07", "cloud_infra": 30.06, "enterprise_saas": 27.79, "ai_native": 71.17, "hardware_semis": 76.07, "qqq_benchmark": 35.46, "rebalanced": false }, { "date": "2023-08-08", "cloud_infra": 25.64, "enterprise_saas": 25.16, "ai_native": 67.48, "hardware_semis": 75.88, "qqq_benchmark": 34.31, "rebalanced": false }, { "date": "2023-08-09", "cloud_infra": 24.27, "enterprise_saas": 24.02, "ai_native": 64.33, "hardware_semis": 71.93, "qqq_benchmark": 32.83, "rebalanced": false }, { "date": "2023-08-10", "cloud_infra": 25.34, "enterprise_saas": 25.21, "ai_native": 64.07, "hardware_semis": 71.74, "qqq_benchmark": 33.08, "rebalanced": false }, { "date": "2023-08-11", "cloud_infra": 24.94, "enterprise_saas": 24.97, "ai_native": 61.71, "hardware_semis": 70.6, "qqq_benchmark": 32.23, "rebalanced": false }, { "date": "2023-08-14", "cloud_infra": 26.56, "enterprise_saas": 27.04, "ai_native": 63.28, "hardware_semis": 74.83, "qqq_benchmark": 33.71, "rebalanced": false }, { "date": "2023-08-15", "cloud_infra": 25.28, "enterprise_saas": 24.94, "ai_native": 59.03, "hardware_semis": 72.84, "qqq_benchmark": 32.29, "rebalanced": false }, { "date": "2023-08-16", "cloud_infra": 24.16, "enterprise_saas": 24.25, "ai_native": 58.13, "hardware_semis": 69.97, "qqq_benchmark": 30.89, "rebalanced": false }, { "date": "2023-08-17", "cloud_infra": 22.22, "enterprise_saas": 21.63, "ai_native": 53.73, "hardware_semis": 68.71, "qqq_benchmark": 29.46, "rebalanced": false }, { "date": "2023-08-18", "cloud_infra": 22.91, "enterprise_saas": 23.11, "ai_native": 54.87, "hardware_semis": 69.24, "qqq_benchmark": 29.3, "rebalanced": false }, { "date": "2023-08-21", "cloud_infra": 25.96, "enterprise_saas": 24.11, "ai_native": 55.73, "hardware_semis": 74.22, "qqq_benchmark": 31.38, "rebalanced": false }, { "date": "2023-08-22", "cloud_infra": 25.73, "enterprise_saas": 24.86, "ai_native": 56.66, "hardware_semis": 72.58, "qqq_benchmark": 31.2, "rebalanced": false }, { "date": "2023-08-23", "cloud_infra": 27.95, "enterprise_saas": 27.24, "ai_native": 60.61, "hardware_semis": 76.89, "qqq_benchmark": 33.26, "rebalanced": false }, { "date": "2023-08-24", "cloud_infra": 23.97, "enterprise_saas": 23.39, "ai_native": 56.28, "hardware_semis": 72.43, "qqq_benchmark": 30.42, "rebalanced": false }, { "date": "2023-08-25", "cloud_infra": 26.09, "enterprise_saas": 26.14, "ai_native": 58.14, "hardware_semis": 72.66, "qqq_benchmark": 31.43, "rebalanced": false }, { "date": "2023-08-28", "cloud_infra": 25.16, "enterprise_saas": 26.32, "ai_native": 59.21, "hardware_semis": 74.6, "qqq_benchmark": 32.42, "rebalanced": false }, { "date": "2023-08-29", "cloud_infra": 27.8, "enterprise_saas": 28.6, "ai_native": 65.54, "hardware_semis": 78.19, "qqq_benchmark": 35.31, "rebalanced": false }, { "date": "2023-08-30", "cloud_infra": 29.25, "enterprise_saas": 30.03, "ai_native": 68.14, "hardware_semis": 79.07, "qqq_benchmark": 36.06, "rebalanced": false }, { "date": "2023-08-31", "cloud_infra": 31.47, "enterprise_saas": 32.53, "ai_native": 69.51, "hardware_semis": 80.76, "qqq_benchmark": 36.47, "rebalanced": false }, { "date": "2023-09-01", "cloud_infra": 33.69, "enterprise_saas": 33.99, "ai_native": 72.37, "hardware_semis": 86.83, "qqq_benchmark": 36.33, "rebalanced": false }, { "date": "2023-09-05", "cloud_infra": 35.11, "enterprise_saas": 34.29, "ai_native": 75.07, "hardware_semis": 86.97, "qqq_benchmark": 36.5, "rebalanced": false }, { "date": "2023-09-06", "cloud_infra": 34.73, "enterprise_saas": 33.47, "ai_native": 74.61, "hardware_semis": 85.92, "qqq_benchmark": 35.3, "rebalanced": false }, { "date": "2023-09-07", "cloud_infra": 35.04, "enterprise_saas": 34.35, "ai_native": 74.73, "hardware_semis": 83.69, "qqq_benchmark": 34.33, "rebalanced": false }, { "date": "2023-09-08", "cloud_infra": 35.72, "enterprise_saas": 33.39, "ai_native": 73.61, "hardware_semis": 83.7, "qqq_benchmark": 34.52, "rebalanced": false }, { "date": "2023-09-11", "cloud_infra": 38.87, "enterprise_saas": 34.03, "ai_native": 77.53, "hardware_semis": 84.6, "qqq_benchmark": 36.1, "rebalanced": false }, { "date": "2023-09-12", "cloud_infra": 34.9, "enterprise_saas": 31.39, "ai_native": 76.07, "hardware_semis": 82.97, "qqq_benchmark": 34.59, "rebalanced": false }, { "date": "2023-09-13", "cloud_infra": 34.93, "enterprise_saas": 30.03, "ai_native": 74.4, "hardware_semis": 83.62, "qqq_benchmark": 35.11, "rebalanced": false }, { "date": "2023-09-14", "cloud_infra": 35.3, "enterprise_saas": 29.71, "ai_native": 74.52, "hardware_semis": 84.5, "qqq_benchmark": 36.21, "rebalanced": false }, { "date": "2023-09-15", "cloud_infra": 32.77, "enterprise_saas": 27.47, "ai_native": 72.33, "hardware_semis": 80.16, "qqq_benchmark": 33.88, "rebalanced": false }, { "date": "2023-09-18", "cloud_infra": 32.22, "enterprise_saas": 26.62, "ai_native": 69.98, "hardware_semis": 80.86, "qqq_benchmark": 34.02, "rebalanced": false }, { "date": "2023-09-19", "cloud_infra": 31.47, "enterprise_saas": 25.88, "ai_native": 68.68, "hardware_semis": 79.58, "qqq_benchmark": 33.73, "rebalanced": false }, { "date": "2023-09-20", "cloud_infra": 30.29, "enterprise_saas": 24.6, "ai_native": 64.51, "hardware_semis": 75.89, "qqq_benchmark": 31.8, "rebalanced": false }, { "date": "2023-09-21", "cloud_infra": 26.76, "enterprise_saas": 21.03, "ai_native": 57.75, "hardware_semis": 72.02, "qqq_benchmark": 29.39, "rebalanced": false }, { "date": "2023-09-22", "cloud_infra": 27.28, "enterprise_saas": 21.24, "ai_native": 57.38, "hardware_semis": 73.5, "qqq_benchmark": 29.41, "rebalanced": false }, { "date": "2023-09-25", "cloud_infra": 27.14, "enterprise_saas": 21.07, "ai_native": 58.41, "hardware_semis": 74.52, "qqq_benchmark": 30.02, "rebalanced": false }, { "date": "2023-09-26", "cloud_infra": 24.79, "enterprise_saas": 19.01, "ai_native": 55.65, "hardware_semis": 71.78, "qqq_benchmark": 28.07, "rebalanced": false }, { "date": "2023-09-27", "cloud_infra": 26.5, "enterprise_saas": 20.23, "ai_native": 58.53, "hardware_semis": 72.89, "qqq_benchmark": 28.37, "rebalanced": false }, { "date": "2023-09-28", "cloud_infra": 28.0, "enterprise_saas": 21.34, "ai_native": 61.36, "hardware_semis": 75.85, "qqq_benchmark": 29.44, "rebalanced": false }, { "date": "2023-09-29", "cloud_infra": 28.91, "enterprise_saas": 22.5, "ai_native": 63.28, "hardware_semis": 76.49, "qqq_benchmark": 29.54, "rebalanced": false }, { "date": "2023-10-02", "cloud_infra": 30.02, "enterprise_saas": 22.74, "ai_native": 63.06, "hardware_semis": 77.65, "qqq_benchmark": 30.62, "rebalanced": true }, { "date": "2023-10-03", "cloud_infra": 25.97, "enterprise_saas": 19.27, "ai_native": 56.5, "hardware_semis": 75.16, "qqq_benchmark": 28.33, "rebalanced": false }, { "date": "2023-10-04", "cloud_infra": 27.62, "enterprise_saas": 20.11, "ai_native": 59.61, "hardware_semis": 76.98, "qqq_benchmark": 30.07, "rebalanced": false }, { "date": "2023-10-05", "cloud_infra": 27.57, "enterprise_saas": 19.07, "ai_native": 57.67, "hardware_semis": 76.67, "qqq_benchmark": 29.69, "rebalanced": false }, { "date": "2023-10-06", "cloud_infra": 32.88, "enterprise_saas": 23.39, "ai_native": 61.89, "hardware_semis": 79.84, "qqq_benchmark": 31.86, "rebalanced": false }, { "date": "2023-10-09", "cloud_infra": 33.9, "enterprise_saas": 24.14, "ai_native": 63.28, "hardware_semis": 80.47, "qqq_benchmark": 32.54, "rebalanced": false }, { "date": "2023-10-10", "cloud_infra": 34.57, "enterprise_saas": 24.88, "ai_native": 66.46, "hardware_semis": 81.8, "qqq_benchmark": 33.27, "rebalanced": false }, { "date": "2023-10-11", "cloud_infra": 35.43, "enterprise_saas": 25.13, "ai_native": 66.54, "hardware_semis": 84.02, "qqq_benchmark": 34.22, "rebalanced": false }, { "date": "2023-10-12", "cloud_infra": 33.92, "enterprise_saas": 22.99, "ai_native": 63.67, "hardware_semis": 84.86, "qqq_benchmark": 33.75, "rebalanced": false }, { "date": "2023-10-13", "cloud_infra": 32.05, "enterprise_saas": 21.1, "ai_native": 56.85, "hardware_semis": 81.16, "qqq_benchmark": 32.07, "rebalanced": false }, { "date": "2023-10-16", "cloud_infra": 34.67, "enterprise_saas": 23.79, "ai_native": 61.02, "hardware_semis": 82.91, "qqq_benchmark": 33.57, "rebalanced": false }, { "date": "2023-10-17", "cloud_infra": 34.83, "enterprise_saas": 25.01, "ai_native": 62.98, "hardware_semis": 80.2, "qqq_benchmark": 33.13, "rebalanced": false }, { "date": "2023-10-18", "cloud_infra": 33.04, "enterprise_saas": 21.82, "ai_native": 57.68, "hardware_semis": 77.57, "qqq_benchmark": 31.38, "rebalanced": false }, { "date": "2023-10-19", "cloud_infra": 32.46, "enterprise_saas": 21.83, "ai_native": 55.15, "hardware_semis": 76.83, "qqq_benchmark": 30.15, "rebalanced": false }, { "date": "2023-10-20", "cloud_infra": 28.41, "enterprise_saas": 17.8, "ai_native": 52.8, "hardware_semis": 74.33, "qqq_benchmark": 28.21, "rebalanced": false }, { "date": "2023-10-23", "cloud_infra": 28.6, "enterprise_saas": 17.25, "ai_native": 54.36, "hardware_semis": 74.01, "qqq_benchmark": 28.6, "rebalanced": false }, { "date": "2023-10-24", "cloud_infra": 30.81, "enterprise_saas": 19.17, "ai_native": 58.68, "hardware_semis": 76.89, "qqq_benchmark": 29.85, "rebalanced": false }, { "date": "2023-10-25", "cloud_infra": 25.11, "enterprise_saas": 13.33, "ai_native": 49.86, "hardware_semis": 71.36, "qqq_benchmark": 26.67, "rebalanced": false }, { "date": "2023-10-26", "cloud_infra": 23.62, "enterprise_saas": 12.59, "ai_native": 47.07, "hardware_semis": 67.25, "qqq_benchmark": 24.26, "rebalanced": false }, { "date": "2023-10-27", "cloud_infra": 24.8, "enterprise_saas": 12.45, "ai_native": 46.21, "hardware_semis": 71.42, "qqq_benchmark": 24.85, "rebalanced": false }, { "date": "2023-10-30", "cloud_infra": 25.7, "enterprise_saas": 13.29, "ai_native": 47.79, "hardware_semis": 72.43, "qqq_benchmark": 26.26, "rebalanced": false }, { "date": "2023-10-31", "cloud_infra": 27.16, "enterprise_saas": 14.95, "ai_native": 49.79, "hardware_semis": 73.87, "qqq_benchmark": 26.86, "rebalanced": false }, { "date": "2023-11-01", "cloud_infra": 27.34, "enterprise_saas": 11.65, "ai_native": 51.16, "hardware_semis": 79.25, "qqq_benchmark": 29.06, "rebalanced": false }, { "date": "2023-11-02", "cloud_infra": 27.94, "enterprise_saas": 14.13, "ai_native": 61.39, "hardware_semis": 81.54, "qqq_benchmark": 31.41, "rebalanced": false }, { "date": "2023-11-03", "cloud_infra": 30.43, "enterprise_saas": 12.92, "ai_native": 69.42, "hardware_semis": 84.46, "qqq_benchmark": 32.95, "rebalanced": false }, { "date": "2023-11-06", "cloud_infra": 29.15, "enterprise_saas": 11.11, "ai_native": 65.81, "hardware_semis": 86.13, "qqq_benchmark": 33.49, "rebalanced": false }, { "date": "2023-11-07", "cloud_infra": 35.77, "enterprise_saas": 14.82, "ai_native": 69.49, "hardware_semis": 87.91, "qqq_benchmark": 34.76, "rebalanced": false }, { "date": "2023-11-08", "cloud_infra": 35.94, "enterprise_saas": 14.85, "ai_native": 69.2, "hardware_semis": 88.54, "qqq_benchmark": 34.84, "rebalanced": false }, { "date": "2023-11-09", "cloud_infra": 34.6, "enterprise_saas": 12.48, "ai_native": 68.9, "hardware_semis": 87.98, "qqq_benchmark": 33.8, "rebalanced": false }, { "date": "2023-11-10", "cloud_infra": 37.99, "enterprise_saas": 15.24, "ai_native": 74.12, "hardware_semis": 93.49, "qqq_benchmark": 36.81, "rebalanced": false }, { "date": "2023-11-13", "cloud_infra": 38.31, "enterprise_saas": 15.72, "ai_native": 75.46, "hardware_semis": 92.16, "qqq_benchmark": 36.39, "rebalanced": false }, { "date": "2023-11-14", "cloud_infra": 43.1, "enterprise_saas": 20.25, "ai_native": 83.18, "hardware_semis": 96.0, "qqq_benchmark": 39.32, "rebalanced": false }, { "date": "2023-11-15", "cloud_infra": 41.66, "enterprise_saas": 21.44, "ai_native": 84.78, "hardware_semis": 95.84, "qqq_benchmark": 39.43, "rebalanced": false }, { "date": "2023-11-16", "cloud_infra": 40.97, "enterprise_saas": 20.56, "ai_native": 83.36, "hardware_semis": 95.39, "qqq_benchmark": 39.55, "rebalanced": false }, { "date": "2023-11-17", "cloud_infra": 42.12, "enterprise_saas": 21.65, "ai_native": 85.49, "hardware_semis": 96.54, "qqq_benchmark": 39.58, "rebalanced": false }, { "date": "2023-11-20", "cloud_infra": 44.74, "enterprise_saas": 23.69, "ai_native": 88.48, "hardware_semis": 98.96, "qqq_benchmark": 41.28, "rebalanced": false }, { "date": "2023-11-21", "cloud_infra": 44.96, "enterprise_saas": 22.22, "ai_native": 84.92, "hardware_semis": 96.74, "qqq_benchmark": 40.46, "rebalanced": false }, { "date": "2023-11-22", "cloud_infra": 45.52, "enterprise_saas": 22.32, "ai_native": 86.92, "hardware_semis": 97.26, "qqq_benchmark": 41.03, "rebalanced": false }, { "date": "2023-11-24", "cloud_infra": 46.05, "enterprise_saas": 22.98, "ai_native": 86.68, "hardware_semis": 96.92, "qqq_benchmark": 40.83, "rebalanced": false }, { "date": "2023-11-27", "cloud_infra": 45.86, "enterprise_saas": 22.37, "ai_native": 87.38, "hardware_semis": 96.27, "qqq_benchmark": 40.71, "rebalanced": false }, { "date": "2023-11-28", "cloud_infra": 47.03, "enterprise_saas": 24.27, "ai_native": 90.18, "hardware_semis": 95.74, "qqq_benchmark": 41.08, "rebalanced": false }, { "date": "2023-11-29", "cloud_infra": 50.34, "enterprise_saas": 26.82, "ai_native": 91.65, "hardware_semis": 96.99, "qqq_benchmark": 40.94, "rebalanced": false }, { "date": "2023-11-30", "cloud_infra": 50.84, "enterprise_saas": 26.65, "ai_native": 90.07, "hardware_semis": 95.56, "qqq_benchmark": 40.59, "rebalanced": false }, { "date": "2023-12-01", "cloud_infra": 55.65, "enterprise_saas": 30.66, "ai_native": 101.75, "hardware_semis": 93.93, "qqq_benchmark": 40.99, "rebalanced": false }, { "date": "2023-12-04", "cloud_infra": 54.74, "enterprise_saas": 29.96, "ai_native": 101.81, "hardware_semis": 89.97, "qqq_benchmark": 39.68, "rebalanced": false }, { "date": "2023-12-05", "cloud_infra": 55.72, "enterprise_saas": 30.58, "ai_native": 100.81, "hardware_semis": 90.46, "qqq_benchmark": 40.03, "rebalanced": false }, { "date": "2023-12-06", "cloud_infra": 52.7, "enterprise_saas": 29.42, "ai_native": 99.37, "hardware_semis": 87.84, "qqq_benchmark": 39.22, "rebalanced": false }, { "date": "2023-12-07", "cloud_infra": 53.95, "enterprise_saas": 29.28, "ai_native": 100.93, "hardware_semis": 93.23, "qqq_benchmark": 41.17, "rebalanced": false }, { "date": "2023-12-08", "cloud_infra": 54.87, "enterprise_saas": 30.91, "ai_native": 104.16, "hardware_semis": 95.23, "qqq_benchmark": 41.79, "rebalanced": false }, { "date": "2023-12-11", "cloud_infra": 56.49, "enterprise_saas": 32.7, "ai_native": 104.41, "hardware_semis": 100.05, "qqq_benchmark": 43.01, "rebalanced": false }, { "date": "2023-12-12", "cloud_infra": 56.18, "enterprise_saas": 34.12, "ai_native": 105.83, "hardware_semis": 102.74, "qqq_benchmark": 44.15, "rebalanced": false }, { "date": "2023-12-13", "cloud_infra": 58.33, "enterprise_saas": 37.4, "ai_native": 110.16, "hardware_semis": 104.58, "qqq_benchmark": 45.98, "rebalanced": false }, { "date": "2023-12-14", "cloud_infra": 58.62, "enterprise_saas": 38.38, "ai_native": 114.47, "hardware_semis": 106.5, "qqq_benchmark": 45.85, "rebalanced": false }, { "date": "2023-12-15", "cloud_infra": 60.26, "enterprise_saas": 39.66, "ai_native": 112.99, "hardware_semis": 108.18, "qqq_benchmark": 46.56, "rebalanced": false }, { "date": "2023-12-18", "cloud_infra": 60.92, "enterprise_saas": 40.75, "ai_native": 114.25, "hardware_semis": 109.69, "qqq_benchmark": 47.48, "rebalanced": false }, { "date": "2023-12-19", "cloud_infra": 61.2, "enterprise_saas": 42.52, "ai_native": 116.79, "hardware_semis": 110.45, "qqq_benchmark": 48.23, "rebalanced": false }, { "date": "2023-12-20", "cloud_infra": 58.61, "enterprise_saas": 39.4, "ai_native": 110.33, "hardware_semis": 106.19, "qqq_benchmark": 46.03, "rebalanced": false }, { "date": "2023-12-21", "cloud_infra": 60.9, "enterprise_saas": 41.8, "ai_native": 113.62, "hardware_semis": 110.09, "qqq_benchmark": 47.73, "rebalanced": false }, { "date": "2023-12-22", "cloud_infra": 60.95, "enterprise_saas": 42.01, "ai_native": 113.17, "hardware_semis": 110.59, "qqq_benchmark": 47.95, "rebalanced": false }, { "date": "2023-12-26", "cloud_infra": 62.39, "enterprise_saas": 43.0, "ai_native": 115.45, "hardware_semis": 114.06, "qqq_benchmark": 48.86, "rebalanced": false }, { "date": "2023-12-27", "cloud_infra": 61.88, "enterprise_saas": 42.85, "ai_native": 115.66, "hardware_semis": 114.94, "qqq_benchmark": 49.16, "rebalanced": false }, { "date": "2023-12-28", "cloud_infra": 61.84, "enterprise_saas": 42.85, "ai_native": 115.78, "hardware_semis": 115.1, "qqq_benchmark": 49.09, "rebalanced": false }, { "date": "2023-12-29", "cloud_infra": 60.34, "enterprise_saas": 41.34, "ai_native": 111.43, "hardware_semis": 114.36, "qqq_benchmark": 48.44, "rebalanced": false }, { "date": "2024-01-02", "cloud_infra": 55.31, "enterprise_saas": 35.98, "ai_native": 103.85, "hardware_semis": 107.56, "qqq_benchmark": 45.93, "rebalanced": true }, { "date": "2024-01-03", "cloud_infra": 53.23, "enterprise_saas": 32.63, "ai_native": 98.03, "hardware_semis": 106.02, "qqq_benchmark": 44.39, "rebalanced": false }, { "date": "2024-01-04", "cloud_infra": 52.38, "enterprise_saas": 32.23, "ai_native": 98.73, "hardware_semis": 105.19, "qqq_benchmark": 43.64, "rebalanced": false }, { "date": "2024-01-05", "cloud_infra": 52.97, "enterprise_saas": 32.74, "ai_native": 99.89, "hardware_semis": 106.27, "qqq_benchmark": 43.81, "rebalanced": false }, { "date": "2024-01-08", "cloud_infra": 58.04, "enterprise_saas": 37.21, "ai_native": 106.36, "hardware_semis": 113.78, "qqq_benchmark": 46.79, "rebalanced": false }, { "date": "2024-01-09", "cloud_infra": 59.67, "enterprise_saas": 37.96, "ai_native": 105.8, "hardware_semis": 113.64, "qqq_benchmark": 47.08, "rebalanced": false }, { "date": "2024-01-10", "cloud_infra": 61.89, "enterprise_saas": 39.04, "ai_native": 108.89, "hardware_semis": 114.59, "qqq_benchmark": 48.07, "rebalanced": false }, { "date": "2024-01-11", "cloud_infra": 63.47, "enterprise_saas": 39.72, "ai_native": 108.2, "hardware_semis": 116.01, "qqq_benchmark": 48.38, "rebalanced": false }, { "date": "2024-01-12", "cloud_infra": 63.85, "enterprise_saas": 40.28, "ai_native": 107.32, "hardware_semis": 115.36, "qqq_benchmark": 48.46, "rebalanced": false }, { "date": "2024-01-16", "cloud_infra": 64.69, "enterprise_saas": 39.58, "ai_native": 105.49, "hardware_semis": 118.87, "qqq_benchmark": 48.44, "rebalanced": false }, { "date": "2024-01-17", "cloud_infra": 63.21, "enterprise_saas": 38.83, "ai_native": 102.5, "hardware_semis": 116.92, "qqq_benchmark": 47.6, "rebalanced": false }, { "date": "2024-01-18", "cloud_infra": 64.98, "enterprise_saas": 39.78, "ai_native": 104.03, "hardware_semis": 121.16, "qqq_benchmark": 49.7, "rebalanced": false }, { "date": "2024-01-19", "cloud_infra": 68.06, "enterprise_saas": 41.95, "ai_native": 107.44, "hardware_semis": 130.27, "qqq_benchmark": 52.67, "rebalanced": false }, { "date": "2024-01-22", "cloud_infra": 71.15, "enterprise_saas": 43.77, "ai_native": 109.93, "hardware_semis": 129.45, "qqq_benchmark": 52.87, "rebalanced": false }, { "date": "2024-01-23", "cloud_infra": 71.71, "enterprise_saas": 44.75, "ai_native": 109.74, "hardware_semis": 131.08, "qqq_benchmark": 53.5, "rebalanced": false }, { "date": "2024-01-24", "cloud_infra": 71.39, "enterprise_saas": 44.11, "ai_native": 106.3, "hardware_semis": 134.83, "qqq_benchmark": 54.35, "rebalanced": false }, { "date": "2024-01-25", "cloud_infra": 71.95, "enterprise_saas": 44.27, "ai_native": 106.57, "hardware_semis": 135.37, "qqq_benchmark": 54.54, "rebalanced": false }, { "date": "2024-01-26", "cloud_infra": 71.37, "enterprise_saas": 44.23, "ai_native": 108.41, "hardware_semis": 129.84, "qqq_benchmark": 53.62, "rebalanced": false }, { "date": "2024-01-29", "cloud_infra": 75.64, "enterprise_saas": 48.44, "ai_native": 115.13, "hardware_semis": 130.87, "qqq_benchmark": 55.19, "rebalanced": false }, { "date": "2024-01-30", "cloud_infra": 74.34, "enterprise_saas": 47.38, "ai_native": 111.76, "hardware_semis": 128.89, "qqq_benchmark": 54.16, "rebalanced": false }, { "date": "2024-01-31", "cloud_infra": 68.46, "enterprise_saas": 43.63, "ai_native": 105.39, "hardware_semis": 124.11, "qqq_benchmark": 51.14, "rebalanced": false }, { "date": "2024-02-01", "cloud_infra": 71.56, "enterprise_saas": 44.89, "ai_native": 107.29, "hardware_semis": 127.72, "qqq_benchmark": 52.92, "rebalanced": false }, { "date": "2024-02-02", "cloud_infra": 77.32, "enterprise_saas": 44.33, "ai_native": 114.68, "hardware_semis": 130.83, "qqq_benchmark": 55.51, "rebalanced": false }, { "date": "2024-02-05", "cloud_infra": 75.33, "enterprise_saas": 42.35, "ai_native": 110.9, "hardware_semis": 132.06, "qqq_benchmark": 55.3, "rebalanced": false }, { "date": "2024-02-06", "cloud_infra": 75.35, "enterprise_saas": 42.5, "ai_native": 119.01, "hardware_semis": 129.28, "qqq_benchmark": 54.99, "rebalanced": false }, { "date": "2024-02-07", "cloud_infra": 79.89, "enterprise_saas": 43.57, "ai_native": 124.37, "hardware_semis": 132.03, "qqq_benchmark": 56.59, "rebalanced": false }, { "date": "2024-02-08", "cloud_infra": 81.09, "enterprise_saas": 45.62, "ai_native": 127.31, "hardware_semis": 132.11, "qqq_benchmark": 56.88, "rebalanced": false }, { "date": "2024-02-09", "cloud_infra": 87.05, "enterprise_saas": 46.56, "ai_native": 130.62, "hardware_semis": 135.57, "qqq_benchmark": 58.42, "rebalanced": false }, { "date": "2024-02-12", "cloud_infra": 84.73, "enterprise_saas": 44.06, "ai_native": 131.21, "hardware_semis": 135.35, "qqq_benchmark": 57.8, "rebalanced": false }, { "date": "2024-02-13", "cloud_infra": 80.66, "enterprise_saas": 40.71, "ai_native": 122.46, "hardware_semis": 132.56, "qqq_benchmark": 55.34, "rebalanced": false }, { "date": "2024-02-14", "cloud_infra": 84.62, "enterprise_saas": 44.34, "ai_native": 131.85, "hardware_semis": 136.92, "qqq_benchmark": 57.03, "rebalanced": false }, { "date": "2024-02-15", "cloud_infra": 83.12, "enterprise_saas": 43.44, "ai_native": 136.54, "hardware_semis": 133.78, "qqq_benchmark": 57.5, "rebalanced": false }, { "date": "2024-02-16", "cloud_infra": 81.0, "enterprise_saas": 39.5, "ai_native": 129.29, "hardware_semis": 132.18, "qqq_benchmark": 56.07, "rebalanced": false }, { "date": "2024-02-20", "cloud_infra": 77.8, "enterprise_saas": 36.93, "ai_native": 123.55, "hardware_semis": 128.51, "qqq_benchmark": 54.89, "rebalanced": false }, { "date": "2024-02-21", "cloud_infra": 69.35, "enterprise_saas": 34.41, "ai_native": 119.15, "hardware_semis": 126.4, "qqq_benchmark": 54.27, "rebalanced": false }, { "date": "2024-02-22", "cloud_infra": 75.28, "enterprise_saas": 36.11, "ai_native": 125.05, "hardware_semis": 139.81, "qqq_benchmark": 58.79, "rebalanced": false }, { "date": "2024-02-23", "cloud_infra": 76.95, "enterprise_saas": 37.73, "ai_native": 128.6, "hardware_semis": 139.57, "qqq_benchmark": 58.32, "rebalanced": false }, { "date": "2024-02-26", "cloud_infra": 77.92, "enterprise_saas": 38.98, "ai_native": 129.93, "hardware_semis": 140.27, "qqq_benchmark": 58.24, "rebalanced": false }, { "date": "2024-02-27", "cloud_infra": 78.92, "enterprise_saas": 39.85, "ai_native": 132.33, "hardware_semis": 139.71, "qqq_benchmark": 58.62, "rebalanced": false }, { "date": "2024-02-28", "cloud_infra": 77.91, "enterprise_saas": 39.96, "ai_native": 130.32, "hardware_semis": 138.43, "qqq_benchmark": 57.78, "rebalanced": false }, { "date": "2024-02-29", "cloud_infra": 77.16, "enterprise_saas": 42.84, "ai_native": 137.92, "hardware_semis": 143.91, "qqq_benchmark": 59.13, "rebalanced": false }, { "date": "2024-03-01", "cloud_infra": 74.15, "enterprise_saas": 44.79, "ai_native": 139.57, "hardware_semis": 161.23, "qqq_benchmark": 61.52, "rebalanced": false }, { "date": "2024-03-04", "cloud_infra": 72.62, "enterprise_saas": 43.83, "ai_native": 137.28, "hardware_semis": 163.45, "qqq_benchmark": 60.95, "rebalanced": false }, { "date": "2024-03-05", "cloud_infra": 66.76, "enterprise_saas": 36.71, "ai_native": 130.64, "hardware_semis": 157.66, "qqq_benchmark": 58.06, "rebalanced": false }, { "date": "2024-03-06", "cloud_infra": 67.99, "enterprise_saas": 38.55, "ai_native": 134.71, "hardware_semis": 161.35, "qqq_benchmark": 59.05, "rebalanced": false }, { "date": "2024-03-07", "cloud_infra": 69.78, "enterprise_saas": 40.5, "ai_native": 137.81, "hardware_semis": 166.51, "qqq_benchmark": 61.47, "rebalanced": false }, { "date": "2024-03-08", "cloud_infra": 66.78, "enterprise_saas": 40.69, "ai_native": 140.11, "hardware_semis": 158.76, "qqq_benchmark": 59.14, "rebalanced": false }, { "date": "2024-03-11", "cloud_infra": 65.79, "enterprise_saas": 41.27, "ai_native": 138.52, "hardware_semis": 157.55, "qqq_benchmark": 58.54, "rebalanced": false }, { "date": "2024-03-12", "cloud_infra": 69.03, "enterprise_saas": 41.98, "ai_native": 140.72, "hardware_semis": 160.53, "qqq_benchmark": 60.82, "rebalanced": false }, { "date": "2024-03-13", "cloud_infra": 69.18, "enterprise_saas": 41.21, "ai_native": 142.32, "hardware_semis": 154.43, "qqq_benchmark": 59.58, "rebalanced": false }, { "date": "2024-03-14", "cloud_infra": 68.04, "enterprise_saas": 39.85, "ai_native": 139.03, "hardware_semis": 150.52, "qqq_benchmark": 59.18, "rebalanced": false }, { "date": "2024-03-15", "cloud_infra": 64.53, "enterprise_saas": 36.21, "ai_native": 134.55, "hardware_semis": 149.88, "qqq_benchmark": 57.29, "rebalanced": false }, { "date": "2024-03-18", "cloud_infra": 66.27, "enterprise_saas": 38.2, "ai_native": 136.77, "hardware_semis": 150.52, "qqq_benchmark": 58.79, "rebalanced": false }, { "date": "2024-03-19", "cloud_infra": 66.87, "enterprise_saas": 38.87, "ai_native": 137.13, "hardware_semis": 149.33, "qqq_benchmark": 59.18, "rebalanced": false }, { "date": "2024-03-20", "cloud_infra": 68.93, "enterprise_saas": 39.96, "ai_native": 143.48, "hardware_semis": 152.76, "qqq_benchmark": 61.07, "rebalanced": false }, { "date": "2024-03-21", "cloud_infra": 68.43, "enterprise_saas": 40.47, "ai_native": 145.63, "hardware_semis": 154.93, "qqq_benchmark": 61.83, "rebalanced": false }, { "date": "2024-03-22", "cloud_infra": 68.28, "enterprise_saas": 39.95, "ai_native": 143.41, "hardware_semis": 156.08, "qqq_benchmark": 62.02, "rebalanced": false }, { "date": "2024-03-25", "cloud_infra": 67.17, "enterprise_saas": 40.05, "ai_native": 144.33, "hardware_semis": 155.34, "qqq_benchmark": 61.43, "rebalanced": false }, { "date": "2024-03-26", "cloud_infra": 67.7, "enterprise_saas": 39.75, "ai_native": 144.34, "hardware_semis": 154.04, "qqq_benchmark": 60.91, "rebalanced": false }, { "date": "2024-03-27", "cloud_infra": 67.21, "enterprise_saas": 40.04, "ai_native": 143.11, "hardware_semis": 154.66, "qqq_benchmark": 61.45, "rebalanced": false }, { "date": "2024-03-28", "cloud_infra": 67.68, "enterprise_saas": 40.03, "ai_native": 140.67, "hardware_semis": 155.91, "qqq_benchmark": 61.16, "rebalanced": false }, { "date": "2024-04-01", "cloud_infra": 67.29, "enterprise_saas": 38.68, "ai_native": 138.18, "hardware_semis": 159.03, "qqq_benchmark": 61.5, "rebalanced": true }, { "date": "2024-04-02", "cloud_infra": 65.81, "enterprise_saas": 37.04, "ai_native": 136.08, "hardware_semis": 155.79, "qqq_benchmark": 60.1, "rebalanced": false }, { "date": "2024-04-03", "cloud_infra": 65.4, "enterprise_saas": 37.22, "ai_native": 137.4, "hardware_semis": 156.82, "qqq_benchmark": 60.46, "rebalanced": false }, { "date": "2024-04-04", "cloud_infra": 63.4, "enterprise_saas": 36.16, "ai_native": 133.85, "hardware_semis": 149.69, "qqq_benchmark": 58.01, "rebalanced": false }, { "date": "2024-04-05", "cloud_infra": 66.35, "enterprise_saas": 37.35, "ai_native": 137.98, "hardware_semis": 153.27, "qqq_benchmark": 59.87, "rebalanced": false }, { "date": "2024-04-08", "cloud_infra": 66.52, "enterprise_saas": 38.41, "ai_native": 138.36, "hardware_semis": 150.04, "qqq_benchmark": 59.92, "rebalanced": false }, { "date": "2024-04-09", "cloud_infra": 67.56, "enterprise_saas": 39.67, "ai_native": 139.36, "hardware_semis": 150.38, "qqq_benchmark": 60.51, "rebalanced": false }, { "date": "2024-04-10", "cloud_infra": 66.17, "enterprise_saas": 36.97, "ai_native": 135.26, "hardware_semis": 147.88, "qqq_benchmark": 59.11, "rebalanced": false }, { "date": "2024-04-11", "cloud_infra": 68.6, "enterprise_saas": 38.09, "ai_native": 137.6, "hardware_semis": 154.02, "qqq_benchmark": 61.65, "rebalanced": false }, { "date": "2024-04-12", "cloud_infra": 65.31, "enterprise_saas": 35.16, "ai_native": 132.44, "hardware_semis": 146.34, "qqq_benchmark": 59.07, "rebalanced": false }, { "date": "2024-04-15", "cloud_infra": 61.62, "enterprise_saas": 30.84, "ai_native": 123.98, "hardware_semis": 143.64, "qqq_benchmark": 56.46, "rebalanced": false }, { "date": "2024-04-16", "cloud_infra": 61.92, "enterprise_saas": 31.11, "ai_native": 124.84, "hardware_semis": 145.4, "qqq_benchmark": 56.47, "rebalanced": false }, { "date": "2024-04-17", "cloud_infra": 60.37, "enterprise_saas": 30.5, "ai_native": 122.75, "hardware_semis": 139.43, "qqq_benchmark": 54.56, "rebalanced": false }, { "date": "2024-04-18", "cloud_infra": 60.05, "enterprise_saas": 29.93, "ai_native": 122.57, "hardware_semis": 138.36, "qqq_benchmark": 53.68, "rebalanced": false }, { "date": "2024-04-19", "cloud_infra": 57.22, "enterprise_saas": 28.03, "ai_native": 117.27, "hardware_semis": 129.54, "qqq_benchmark": 50.5, "rebalanced": false }, { "date": "2024-04-22", "cloud_infra": 59.15, "enterprise_saas": 29.62, "ai_native": 119.59, "hardware_semis": 132.52, "qqq_benchmark": 52.01, "rebalanced": false }, { "date": "2024-04-23", "cloud_infra": 63.55, "enterprise_saas": 32.79, "ai_native": 129.01, "hardware_semis": 136.89, "qqq_benchmark": 54.28, "rebalanced": false }, { "date": "2024-04-24", "cloud_infra": 64.32, "enterprise_saas": 33.31, "ai_native": 127.16, "hardware_semis": 136.39, "qqq_benchmark": 54.8, "rebalanced": false }, { "date": "2024-04-25", "cloud_infra": 61.68, "enterprise_saas": 31.76, "ai_native": 124.48, "hardware_semis": 141.03, "qqq_benchmark": 54.06, "rebalanced": false }, { "date": "2024-04-26", "cloud_infra": 65.93, "enterprise_saas": 32.16, "ai_native": 129.01, "hardware_semis": 141.87, "qqq_benchmark": 56.43, "rebalanced": false }, { "date": "2024-04-29", "cloud_infra": 64.81, "enterprise_saas": 32.65, "ai_native": 130.0, "hardware_semis": 143.32, "qqq_benchmark": 57.07, "rebalanced": false }, { "date": "2024-04-30", "cloud_infra": 61.06, "enterprise_saas": 29.32, "ai_native": 125.09, "hardware_semis": 138.36, "qqq_benchmark": 54.11, "rebalanced": false }, { "date": "2024-05-01", "cloud_infra": 62.39, "enterprise_saas": 29.68, "ai_native": 124.25, "hardware_semis": 130.47, "qqq_benchmark": 52.99, "rebalanced": false }, { "date": "2024-05-02", "cloud_infra": 64.13, "enterprise_saas": 30.47, "ai_native": 126.43, "hardware_semis": 134.01, "qqq_benchmark": 54.95, "rebalanced": false }, { "date": "2024-05-03", "cloud_infra": 62.06, "enterprise_saas": 31.72, "ai_native": 129.85, "hardware_semis": 140.38, "qqq_benchmark": 58.06, "rebalanced": false }, { "date": "2024-05-06", "cloud_infra": 64.44, "enterprise_saas": 33.26, "ai_native": 137.05, "hardware_semis": 144.78, "qqq_benchmark": 59.79, "rebalanced": false }, { "date": "2024-05-07", "cloud_infra": 62.48, "enterprise_saas": 32.8, "ai_native": 132.76, "hardware_semis": 143.13, "qqq_benchmark": 59.82, "rebalanced": false }, { "date": "2024-05-08", "cloud_infra": 61.81, "enterprise_saas": 30.64, "ai_native": 126.24, "hardware_semis": 144.42, "qqq_benchmark": 59.72, "rebalanced": false }, { "date": "2024-05-09", "cloud_infra": 61.38, "enterprise_saas": 30.24, "ai_native": 123.37, "hardware_semis": 143.3, "qqq_benchmark": 60.07, "rebalanced": false }, { "date": "2024-05-10", "cloud_infra": 61.84, "enterprise_saas": 30.69, "ai_native": 117.45, "hardware_semis": 144.32, "qqq_benchmark": 60.45, "rebalanced": false }, { "date": "2024-05-13", "cloud_infra": 62.81, "enterprise_saas": 32.24, "ai_native": 117.83, "hardware_semis": 145.71, "qqq_benchmark": 60.82, "rebalanced": false }, { "date": "2024-05-14", "cloud_infra": 64.17, "enterprise_saas": 32.52, "ai_native": 118.36, "hardware_semis": 149.67, "qqq_benchmark": 61.85, "rebalanced": false }, { "date": "2024-05-15", "cloud_infra": 67.32, "enterprise_saas": 36.47, "ai_native": 121.15, "hardware_semis": 159.13, "qqq_benchmark": 64.38, "rebalanced": false }, { "date": "2024-05-16", "cloud_infra": 67.39, "enterprise_saas": 36.63, "ai_native": 119.03, "hardware_semis": 158.31, "qqq_benchmark": 64.05, "rebalanced": false }, { "date": "2024-05-17", "cloud_infra": 67.84, "enterprise_saas": 37.18, "ai_native": 119.94, "hardware_semis": 158.01, "qqq_benchmark": 63.97, "rebalanced": false }, { "date": "2024-05-20", "cloud_infra": 69.09, "enterprise_saas": 37.75, "ai_native": 119.39, "hardware_semis": 158.58, "qqq_benchmark": 65.11, "rebalanced": false }, { "date": "2024-05-21", "cloud_infra": 68.2, "enterprise_saas": 36.79, "ai_native": 116.3, "hardware_semis": 158.2, "qqq_benchmark": 65.44, "rebalanced": false }, { "date": "2024-05-22", "cloud_infra": 67.55, "enterprise_saas": 36.08, "ai_native": 114.18, "hardware_semis": 157.91, "qqq_benchmark": 65.4, "rebalanced": false }, { "date": "2024-05-23", "cloud_infra": 65.39, "enterprise_saas": 33.87, "ai_native": 110.73, "hardware_semis": 158.69, "qqq_benchmark": 64.66, "rebalanced": false }, { "date": "2024-05-24", "cloud_infra": 66.06, "enterprise_saas": 30.28, "ai_native": 112.47, "hardware_semis": 164.24, "qqq_benchmark": 66.22, "rebalanced": false }, { "date": "2024-05-28", "cloud_infra": 63.14, "enterprise_saas": 29.33, "ai_native": 113.47, "hardware_semis": 169.89, "qqq_benchmark": 66.84, "rebalanced": false }, { "date": "2024-05-29", "cloud_infra": 63.14, "enterprise_saas": 28.76, "ai_native": 112.29, "hardware_semis": 169.94, "qqq_benchmark": 65.67, "rebalanced": false }, { "date": "2024-05-30", "cloud_infra": 55.43, "enterprise_saas": 21.58, "ai_native": 105.12, "hardware_semis": 166.44, "qqq_benchmark": 63.89, "rebalanced": false }, { "date": "2024-05-31", "cloud_infra": 54.28, "enterprise_saas": 21.83, "ai_native": 104.16, "hardware_semis": 159.72, "qqq_benchmark": 63.59, "rebalanced": false }, { "date": "2024-06-03", "cloud_infra": 53.84, "enterprise_saas": 21.11, "ai_native": 105.71, "hardware_semis": 158.4, "qqq_benchmark": 64.47, "rebalanced": false }, { "date": "2024-06-04", "cloud_infra": 53.87, "enterprise_saas": 20.72, "ai_native": 106.27, "hardware_semis": 159.7, "qqq_benchmark": 64.92, "rebalanced": false }, { "date": "2024-06-05", "cloud_infra": 57.4, "enterprise_saas": 21.49, "ai_native": 108.21, "hardware_semis": 165.98, "qqq_benchmark": 68.24, "rebalanced": false }, { "date": "2024-06-06", "cloud_infra": 58.53, "enterprise_saas": 22.81, "ai_native": 112.34, "hardware_semis": 163.79, "qqq_benchmark": 68.18, "rebalanced": false }, { "date": "2024-06-07", "cloud_infra": 58.67, "enterprise_saas": 22.08, "ai_native": 107.67, "hardware_semis": 163.57, "qqq_benchmark": 68.03, "rebalanced": false }, { "date": "2024-06-10", "cloud_infra": 60.31, "enterprise_saas": 22.19, "ai_native": 109.49, "hardware_semis": 163.28, "qqq_benchmark": 68.71, "rebalanced": false }, { "date": "2024-06-11", "cloud_infra": 61.36, "enterprise_saas": 22.17, "ai_native": 108.48, "hardware_semis": 165.68, "qqq_benchmark": 69.87, "rebalanced": false }, { "date": "2024-06-12", "cloud_infra": 65.15, "enterprise_saas": 22.63, "ai_native": 111.01, "hardware_semis": 169.04, "qqq_benchmark": 72.1, "rebalanced": false }, { "date": "2024-06-13", "cloud_infra": 62.67, "enterprise_saas": 19.56, "ai_native": 105.64, "hardware_semis": 175.71, "qqq_benchmark": 73.03, "rebalanced": false }, { "date": "2024-06-14", "cloud_infra": 63.65, "enterprise_saas": 20.94, "ai_native": 105.69, "hardware_semis": 177.44, "qqq_benchmark": 73.93, "rebalanced": false }, { "date": "2024-06-17", "cloud_infra": 64.45, "enterprise_saas": 20.04, "ai_native": 107.95, "hardware_semis": 182.56, "qqq_benchmark": 76.06, "rebalanced": false }, { "date": "2024-06-18", "cloud_infra": 62.68, "enterprise_saas": 18.93, "ai_native": 107.1, "hardware_semis": 183.81, "qqq_benchmark": 76.11, "rebalanced": false }, { "date": "2024-06-20", "cloud_infra": 62.18, "enterprise_saas": 20.01, "ai_native": 105.85, "hardware_semis": 182.32, "qqq_benchmark": 74.75, "rebalanced": false }, { "date": "2024-06-21", "cloud_infra": 63.63, "enterprise_saas": 23.34, "ai_native": 107.71, "hardware_semis": 178.87, "qqq_benchmark": 74.28, "rebalanced": false }, { "date": "2024-06-24", "cloud_infra": 63.33, "enterprise_saas": 22.17, "ai_native": 108.1, "hardware_semis": 171.88, "qqq_benchmark": 72.3, "rebalanced": false }, { "date": "2024-06-25", "cloud_infra": 64.02, "enterprise_saas": 22.73, "ai_native": 109.12, "hardware_semis": 175.49, "qqq_benchmark": 74.27, "rebalanced": false }, { "date": "2024-06-26", "cloud_infra": 65.41, "enterprise_saas": 23.89, "ai_native": 109.57, "hardware_semis": 174.7, "qqq_benchmark": 74.63, "rebalanced": false }, { "date": "2024-06-27", "cloud_infra": 69.51, "enterprise_saas": 26.81, "ai_native": 112.43, "hardware_semis": 175.36, "qqq_benchmark": 75.08, "rebalanced": false }, { "date": "2024-06-28", "cloud_infra": 69.89, "enterprise_saas": 28.53, "ai_native": 112.59, "hardware_semis": 175.83, "qqq_benchmark": 74.17, "rebalanced": false }, { "date": "2024-07-01", "cloud_infra": 73.06, "enterprise_saas": 29.04, "ai_native": 111.3, "hardware_semis": 178.23, "qqq_benchmark": 75.19, "rebalanced": true }, { "date": "2024-07-02", "cloud_infra": 73.53, "enterprise_saas": 28.97, "ai_native": 112.9, "hardware_semis": 180.71, "qqq_benchmark": 77.03, "rebalanced": false }, { "date": "2024-07-03", "cloud_infra": 73.77, "enterprise_saas": 29.57, "ai_native": 113.01, "hardware_semis": 184.23, "qqq_benchmark": 78.51, "rebalanced": false }, { "date": "2024-07-05", "cloud_infra": 75.35, "enterprise_saas": 30.58, "ai_native": 116.73, "hardware_semis": 185.64, "qqq_benchmark": 80.37, "rebalanced": false }, { "date": "2024-07-08", "cloud_infra": 74.35, "enterprise_saas": 29.18, "ai_native": 115.55, "hardware_semis": 193.36, "qqq_benchmark": 80.8, "rebalanced": false }, { "date": "2024-07-09", "cloud_infra": 70.89, "enterprise_saas": 26.48, "ai_native": 111.98, "hardware_semis": 194.32, "qqq_benchmark": 80.96, "rebalanced": false }, { "date": "2024-07-10", "cloud_infra": 70.97, "enterprise_saas": 25.24, "ai_native": 111.44, "hardware_semis": 198.93, "qqq_benchmark": 82.84, "rebalanced": false }, { "date": "2024-07-11", "cloud_infra": 70.6, "enterprise_saas": 26.45, "ai_native": 113.6, "hardware_semis": 191.44, "qqq_benchmark": 78.83, "rebalanced": false }, { "date": "2024-07-12", "cloud_infra": 71.97, "enterprise_saas": 28.0, "ai_native": 115.12, "hardware_semis": 193.82, "qqq_benchmark": 79.88, "rebalanced": false }, { "date": "2024-07-15", "cloud_infra": 72.12, "enterprise_saas": 29.64, "ai_native": 116.01, "hardware_semis": 193.46, "qqq_benchmark": 80.37, "rebalanced": false }, { "date": "2024-07-16", "cloud_infra": 72.2, "enterprise_saas": 32.06, "ai_native": 119.67, "hardware_semis": 190.79, "qqq_benchmark": 80.44, "rebalanced": false }, { "date": "2024-07-17", "cloud_infra": 68.53, "enterprise_saas": 31.11, "ai_native": 113.48, "hardware_semis": 177.76, "qqq_benchmark": 75.14, "rebalanced": false }, { "date": "2024-07-18", "cloud_infra": 64.67, "enterprise_saas": 28.32, "ai_native": 107.99, "hardware_semis": 178.37, "qqq_benchmark": 74.31, "rebalanced": false }, { "date": "2024-07-19", "cloud_infra": 63.88, "enterprise_saas": 28.95, "ai_native": 109.08, "hardware_semis": 172.89, "qqq_benchmark": 72.77, "rebalanced": false }, { "date": "2024-07-22", "cloud_infra": 63.57, "enterprise_saas": 29.83, "ai_native": 111.13, "hardware_semis": 177.67, "qqq_benchmark": 75.34, "rebalanced": false }, { "date": "2024-07-23", "cloud_infra": 65.57, "enterprise_saas": 31.39, "ai_native": 113.7, "hardware_semis": 176.09, "qqq_benchmark": 74.72, "rebalanced": false }, { "date": "2024-07-24", "cloud_infra": 59.09, "enterprise_saas": 26.94, "ai_native": 103.59, "hardware_semis": 162.75, "qqq_benchmark": 68.45, "rebalanced": false }, { "date": "2024-07-25", "cloud_infra": 60.59, "enterprise_saas": 31.22, "ai_native": 104.08, "hardware_semis": 157.86, "qqq_benchmark": 66.6, "rebalanced": false }, { "date": "2024-07-26", "cloud_infra": 60.91, "enterprise_saas": 32.35, "ai_native": 106.12, "hardware_semis": 160.72, "qqq_benchmark": 68.31, "rebalanced": false }, { "date": "2024-07-29", "cloud_infra": 60.92, "enterprise_saas": 31.63, "ai_native": 105.57, "hardware_semis": 158.57, "qqq_benchmark": 68.64, "rebalanced": false }, { "date": "2024-07-30", "cloud_infra": 57.86, "enterprise_saas": 30.72, "ai_native": 105.7, "hardware_semis": 152.49, "qqq_benchmark": 66.33, "rebalanced": false }, { "date": "2024-07-31", "cloud_infra": 59.79, "enterprise_saas": 31.21, "ai_native": 110.69, "hardware_semis": 166.18, "qqq_benchmark": 71.25, "rebalanced": false }, { "date": "2024-08-01", "cloud_infra": 55.77, "enterprise_saas": 27.77, "ai_native": 104.57, "hardware_semis": 151.95, "qqq_benchmark": 67.1, "rebalanced": false }, { "date": "2024-08-02", "cloud_infra": 51.75, "enterprise_saas": 24.35, "ai_native": 100.16, "hardware_semis": 138.79, "qqq_benchmark": 63.14, "rebalanced": false }, { "date": "2024-08-05", "cloud_infra": 47.4, "enterprise_saas": 20.02, "ai_native": 95.85, "hardware_semis": 130.22, "qqq_benchmark": 58.27, "rebalanced": false }, { "date": "2024-08-06", "cloud_infra": 48.65, "enterprise_saas": 20.4, "ai_native": 102.28, "hardware_semis": 129.11, "qqq_benchmark": 59.78, "rebalanced": false }, { "date": "2024-08-07", "cloud_infra": 52.87, "enterprise_saas": 20.33, "ai_native": 101.37, "hardware_semis": 122.16, "qqq_benchmark": 58.05, "rebalanced": false }, { "date": "2024-08-08", "cloud_infra": 57.17, "enterprise_saas": 23.03, "ai_native": 112.12, "hardware_semis": 133.02, "qqq_benchmark": 62.89, "rebalanced": false }, { "date": "2024-08-09", "cloud_infra": 58.83, "enterprise_saas": 23.96, "ai_native": 115.63, "hardware_semis": 132.35, "qqq_benchmark": 63.74, "rebalanced": false }, { "date": "2024-08-12", "cloud_infra": 57.83, "enterprise_saas": 23.99, "ai_native": 113.18, "hardware_semis": 134.58, "qqq_benchmark": 64.09, "rebalanced": false }, { "date": "2024-08-13", "cloud_infra": 61.83, "enterprise_saas": 26.88, "ai_native": 120.01, "hardware_semis": 144.06, "qqq_benchmark": 68.16, "rebalanced": false }, { "date": "2024-08-14", "cloud_infra": 62.86, "enterprise_saas": 26.98, "ai_native": 120.47, "hardware_semis": 145.13, "qqq_benchmark": 68.22, "rebalanced": false }, { "date": "2024-08-15", "cloud_infra": 65.58, "enterprise_saas": 29.7, "ai_native": 125.14, "hardware_semis": 156.74, "qqq_benchmark": 72.47, "rebalanced": false }, { "date": "2024-08-16", "cloud_infra": 65.99, "enterprise_saas": 30.59, "ai_native": 125.44, "hardware_semis": 159.07, "qqq_benchmark": 72.69, "rebalanced": false }, { "date": "2024-08-19", "cloud_infra": 68.41, "enterprise_saas": 32.45, "ai_native": 129.35, "hardware_semis": 164.5, "qqq_benchmark": 74.96, "rebalanced": false }, { "date": "2024-08-20", "cloud_infra": 69.24, "enterprise_saas": 31.86, "ai_native": 128.64, "hardware_semis": 162.55, "qqq_benchmark": 74.59, "rebalanced": false }, { "date": "2024-08-21", "cloud_infra": 70.48, "enterprise_saas": 32.89, "ai_native": 130.95, "hardware_semis": 164.45, "qqq_benchmark": 75.41, "rebalanced": false }, { "date": "2024-08-22", "cloud_infra": 65.45, "enterprise_saas": 32.25, "ai_native": 128.05, "hardware_semis": 157.09, "qqq_benchmark": 72.62, "rebalanced": false }, { "date": "2024-08-23", "cloud_infra": 66.62, "enterprise_saas": 34.24, "ai_native": 131.45, "hardware_semis": 163.04, "qqq_benchmark": 74.5, "rebalanced": false }, { "date": "2024-08-26", "cloud_infra": 66.36, "enterprise_saas": 35.5, "ai_native": 129.51, "hardware_semis": 158.7, "qqq_benchmark": 72.8, "rebalanced": false }, { "date": "2024-08-27", "cloud_infra": 65.52, "enterprise_saas": 36.29, "ai_native": 129.63, "hardware_semis": 159.8, "qqq_benchmark": 73.32, "rebalanced": false }, { "date": "2024-08-28", "cloud_infra": 63.36, "enterprise_saas": 34.36, "ai_native": 125.77, "hardware_semis": 155.43, "qqq_benchmark": 71.35, "rebalanced": false }, { "date": "2024-08-29", "cloud_infra": 65.71, "enterprise_saas": 35.38, "ai_native": 128.25, "hardware_semis": 154.22, "qqq_benchmark": 71.1, "rebalanced": false }, { "date": "2024-08-30", "cloud_infra": 66.64, "enterprise_saas": 35.37, "ai_native": 129.65, "hardware_semis": 161.91, "qqq_benchmark": 73.14, "rebalanced": false }, { "date": "2024-09-03", "cloud_infra": 62.43, "enterprise_saas": 32.28, "ai_native": 124.25, "hardware_semis": 146.9, "qqq_benchmark": 67.88, "rebalanced": false }, { "date": "2024-09-04", "cloud_infra": 59.78, "enterprise_saas": 33.01, "ai_native": 123.43, "hardware_semis": 145.36, "qqq_benchmark": 67.45, "rebalanced": false }, { "date": "2024-09-05", "cloud_infra": 60.28, "enterprise_saas": 32.62, "ai_native": 125.05, "hardware_semis": 144.21, "qqq_benchmark": 67.6, "rebalanced": false }, { "date": "2024-09-06", "cloud_infra": 56.66, "enterprise_saas": 30.41, "ai_native": 120.7, "hardware_semis": 134.61, "qqq_benchmark": 63.11, "rebalanced": false }, { "date": "2024-09-09", "cloud_infra": 57.96, "enterprise_saas": 30.94, "ai_native": 127.49, "hardware_semis": 139.43, "qqq_benchmark": 65.21, "rebalanced": false }, { "date": "2024-09-10", "cloud_infra": 60.23, "enterprise_saas": 31.12, "ai_native": 127.19, "hardware_semis": 142.93, "qqq_benchmark": 66.74, "rebalanced": false }, { "date": "2024-09-11", "cloud_infra": 62.9, "enterprise_saas": 32.93, "ai_native": 131.04, "hardware_semis": 152.36, "qqq_benchmark": 70.36, "rebalanced": false }, { "date": "2024-09-12", "cloud_infra": 64.05, "enterprise_saas": 33.2, "ai_native": 133.91, "hardware_semis": 155.68, "qqq_benchmark": 72.03, "rebalanced": false }, { "date": "2024-09-13", "cloud_infra": 65.0, "enterprise_saas": 33.33, "ai_native": 138.06, "hardware_semis": 158.1, "qqq_benchmark": 72.8, "rebalanced": false }, { "date": "2024-09-16", "cloud_infra": 66.88, "enterprise_saas": 33.28, "ai_native": 140.06, "hardware_semis": 159.11, "qqq_benchmark": 72.04, "rebalanced": false }, { "date": "2024-09-17", "cloud_infra": 66.14, "enterprise_saas": 32.24, "ai_native": 143.05, "hardware_semis": 159.29, "qqq_benchmark": 72.13, "rebalanced": false }, { "date": "2024-09-18", "cloud_infra": 64.84, "enterprise_saas": 32.36, "ai_native": 144.43, "hardware_semis": 156.95, "qqq_benchmark": 71.38, "rebalanced": false }, { "date": "2024-09-19", "cloud_infra": 68.16, "enterprise_saas": 36.23, "ai_native": 152.29, "hardware_semis": 165.13, "qqq_benchmark": 75.72, "rebalanced": false }, { "date": "2024-09-20", "cloud_infra": 68.93, "enterprise_saas": 36.03, "ai_native": 154.28, "hardware_semis": 166.62, "qqq_benchmark": 75.38, "rebalanced": false }, { "date": "2024-09-23", "cloud_infra": 70.18, "enterprise_saas": 36.15, "ai_native": 156.88, "hardware_semis": 168.46, "qqq_benchmark": 75.85, "rebalanced": false }, { "date": "2024-09-24", "cloud_infra": 70.19, "enterprise_saas": 36.64, "ai_native": 160.27, "hardware_semis": 171.52, "qqq_benchmark": 76.7, "rebalanced": false }, { "date": "2024-09-25", "cloud_infra": 69.27, "enterprise_saas": 35.04, "ai_native": 159.0, "hardware_semis": 175.54, "qqq_benchmark": 76.86, "rebalanced": false }, { "date": "2024-09-26", "cloud_infra": 68.62, "enterprise_saas": 35.78, "ai_native": 159.31, "hardware_semis": 180.67, "qqq_benchmark": 78.19, "rebalanced": false }, { "date": "2024-09-27", "cloud_infra": 68.48, "enterprise_saas": 35.54, "ai_native": 157.46, "hardware_semis": 176.02, "qqq_benchmark": 77.2, "rebalanced": false }, { "date": "2024-09-30", "cloud_infra": 68.77, "enterprise_saas": 35.8, "ai_native": 158.37, "hardware_semis": 175.68, "qqq_benchmark": 77.68, "rebalanced": false }, { "date": "2024-10-01", "cloud_infra": 65.17, "enterprise_saas": 33.3, "ai_native": 154.82, "hardware_semis": 167.47, "qqq_benchmark": 75.2, "rebalanced": true }, { "date": "2024-10-02", "cloud_infra": 66.13, "enterprise_saas": 34.09, "ai_native": 154.35, "hardware_semis": 168.71, "qqq_benchmark": 75.45, "rebalanced": false }, { "date": "2024-10-03", "cloud_infra": 66.42, "enterprise_saas": 34.21, "ai_native": 154.06, "hardware_semis": 171.21, "qqq_benchmark": 75.32, "rebalanced": false }, { "date": "2024-10-04", "cloud_infra": 70.82, "enterprise_saas": 36.92, "ai_native": 161.03, "hardware_semis": 177.45, "qqq_benchmark": 77.41, "rebalanced": false }, { "date": "2024-10-07", "cloud_infra": 68.33, "enterprise_saas": 34.74, "ai_native": 157.74, "hardware_semis": 176.12, "qqq_benchmark": 75.51, "rebalanced": false }, { "date": "2024-10-08", "cloud_infra": 70.36, "enterprise_saas": 36.49, "ai_native": 162.03, "hardware_semis": 182.9, "qqq_benchmark": 78.13, "rebalanced": false }, { "date": "2024-10-09", "cloud_infra": 74.91, "enterprise_saas": 39.14, "ai_native": 165.23, "hardware_semis": 185.27, "qqq_benchmark": 79.53, "rebalanced": false }, { "date": "2024-10-10", "cloud_infra": 79.61, "enterprise_saas": 40.56, "ai_native": 165.98, "hardware_semis": 184.55, "qqq_benchmark": 79.32, "rebalanced": false }, { "date": "2024-10-11", "cloud_infra": 80.8, "enterprise_saas": 40.74, "ai_native": 170.42, "hardware_semis": 186.37, "qqq_benchmark": 79.61, "rebalanced": false }, { "date": "2024-10-14", "cloud_infra": 80.25, "enterprise_saas": 41.91, "ai_native": 171.09, "hardware_semis": 187.59, "qqq_benchmark": 81.11, "rebalanced": false }, { "date": "2024-10-15", "cloud_infra": 78.83, "enterprise_saas": 41.45, "ai_native": 169.3, "hardware_semis": 180.22, "qqq_benchmark": 78.69, "rebalanced": false }, { "date": "2024-10-16", "cloud_infra": 77.53, "enterprise_saas": 40.82, "ai_native": 168.72, "hardware_semis": 182.55, "qqq_benchmark": 78.71, "rebalanced": false }, { "date": "2024-10-17", "cloud_infra": 77.1, "enterprise_saas": 41.08, "ai_native": 167.46, "hardware_semis": 185.12, "qqq_benchmark": 78.84, "rebalanced": false }, { "date": "2024-10-18", "cloud_infra": 77.75, "enterprise_saas": 42.05, "ai_native": 170.9, "hardware_semis": 185.49, "qqq_benchmark": 80.01, "rebalanced": false }, { "date": "2024-10-21", "cloud_infra": 77.19, "enterprise_saas": 42.01, "ai_native": 170.7, "hardware_semis": 187.71, "qqq_benchmark": 80.36, "rebalanced": false }, { "date": "2024-10-22", "cloud_infra": 76.06, "enterprise_saas": 41.77, "ai_native": 167.75, "hardware_semis": 184.07, "qqq_benchmark": 80.55, "rebalanced": false }, { "date": "2024-10-23", "cloud_infra": 72.77, "enterprise_saas": 39.79, "ai_native": 162.98, "hardware_semis": 179.12, "qqq_benchmark": 77.78, "rebalanced": false }, { "date": "2024-10-24", "cloud_infra": 73.9, "enterprise_saas": 41.49, "ai_native": 165.41, "hardware_semis": 179.76, "qqq_benchmark": 79.23, "rebalanced": false }, { "date": "2024-10-25", "cloud_infra": 74.57, "enterprise_saas": 41.44, "ai_native": 166.0, "hardware_semis": 182.45, "qqq_benchmark": 80.32, "rebalanced": false }, { "date": "2024-10-28", "cloud_infra": 74.78, "enterprise_saas": 41.74, "ai_native": 168.76, "hardware_semis": 182.7, "qqq_benchmark": 80.35, "rebalanced": false }, { "date": "2024-10-29", "cloud_infra": 76.74, "enterprise_saas": 43.47, "ai_native": 170.9, "hardware_semis": 186.83, "qqq_benchmark": 82.08, "rebalanced": false }, { "date": "2024-10-30", "cloud_infra": 76.77, "enterprise_saas": 43.14, "ai_native": 170.2, "hardware_semis": 182.18, "qqq_benchmark": 80.7, "rebalanced": false }, { "date": "2024-10-31", "cloud_infra": 72.45, "enterprise_saas": 44.75, "ai_native": 163.24, "hardware_semis": 172.95, "qqq_benchmark": 76.14, "rebalanced": false }, { "date": "2024-11-01", "cloud_infra": 74.03, "enterprise_saas": 49.22, "ai_native": 163.93, "hardware_semis": 178.26, "qqq_benchmark": 77.45, "rebalanced": false }, { "date": "2024-11-04", "cloud_infra": 73.15, "enterprise_saas": 49.04, "ai_native": 162.68, "hardware_semis": 176.64, "qqq_benchmark": 76.93, "rebalanced": false }, { "date": "2024-11-05", "cloud_infra": 75.36, "enterprise_saas": 51.44, "ai_native": 172.48, "hardware_semis": 182.27, "qqq_benchmark": 79.19, "rebalanced": false }, { "date": "2024-11-06", "cloud_infra": 81.9, "enterprise_saas": 57.97, "ai_native": 182.36, "hardware_semis": 191.77, "qqq_benchmark": 84.05, "rebalanced": false }, { "date": "2024-11-07", "cloud_infra": 84.93, "enterprise_saas": 60.61, "ai_native": 186.14, "hardware_semis": 197.91, "qqq_benchmark": 86.95, "rebalanced": false }, { "date": "2024-11-08", "cloud_infra": 84.35, "enterprise_saas": 62.73, "ai_native": 184.74, "hardware_semis": 195.75, "qqq_benchmark": 87.17, "rebalanced": false }, { "date": "2024-11-11", "cloud_infra": 86.81, "enterprise_saas": 65.71, "ai_native": 191.08, "hardware_semis": 193.21, "qqq_benchmark": 87.06, "rebalanced": false }, { "date": "2024-11-12", "cloud_infra": 88.0, "enterprise_saas": 66.91, "ai_native": 194.24, "hardware_semis": 190.35, "qqq_benchmark": 86.72, "rebalanced": false }, { "date": "2024-11-13", "cloud_infra": 90.35, "enterprise_saas": 68.14, "ai_native": 198.94, "hardware_semis": 189.12, "qqq_benchmark": 86.48, "rebalanced": false }, { "date": "2024-11-14", "cloud_infra": 88.2, "enterprise_saas": 65.62, "ai_native": 193.88, "hardware_semis": 188.2, "qqq_benchmark": 85.19, "rebalanced": false }, { "date": "2024-11-15", "cloud_infra": 83.28, "enterprise_saas": 61.34, "ai_native": 190.4, "hardware_semis": 181.48, "qqq_benchmark": 80.77, "rebalanced": false }, { "date": "2024-11-18", "cloud_infra": 84.42, "enterprise_saas": 59.93, "ai_native": 189.82, "hardware_semis": 184.94, "qqq_benchmark": 82.03, "rebalanced": false }, { "date": "2024-11-19", "cloud_infra": 87.41, "enterprise_saas": 60.73, "ai_native": 196.42, "hardware_semis": 185.74, "qqq_benchmark": 83.28, "rebalanced": false }, { "date": "2024-11-20", "cloud_infra": 87.23, "enterprise_saas": 61.88, "ai_native": 199.38, "hardware_semis": 183.96, "qqq_benchmark": 83.18, "rebalanced": false }, { "date": "2024-11-21", "cloud_infra": 96.37, "enterprise_saas": 67.02, "ai_native": 204.23, "hardware_semis": 186.5, "qqq_benchmark": 83.84, "rebalanced": false }, { "date": "2024-11-22", "cloud_infra": 100.43, "enterprise_saas": 70.25, "ai_native": 211.26, "hardware_semis": 188.12, "qqq_benchmark": 84.13, "rebalanced": false }, { "date": "2024-11-25", "cloud_infra": 101.89, "enterprise_saas": 71.71, "ai_native": 214.56, "hardware_semis": 188.65, "qqq_benchmark": 84.42, "rebalanced": false }, { "date": "2024-11-26", "cloud_infra": 103.34, "enterprise_saas": 71.4, "ai_native": 212.93, "hardware_semis": 186.84, "qqq_benchmark": 85.41, "rebalanced": false }, { "date": "2024-11-27", "cloud_infra": 99.63, "enterprise_saas": 68.08, "ai_native": 211.27, "hardware_semis": 178.74, "qqq_benchmark": 83.95, "rebalanced": false }, { "date": "2024-11-29", "cloud_infra": 100.48, "enterprise_saas": 68.06, "ai_native": 213.39, "hardware_semis": 182.53, "qqq_benchmark": 85.57, "rebalanced": false }, { "date": "2024-12-02", "cloud_infra": 102.24, "enterprise_saas": 68.53, "ai_native": 215.31, "hardware_semis": 184.96, "qqq_benchmark": 87.59, "rebalanced": false }, { "date": "2024-12-03", "cloud_infra": 102.78, "enterprise_saas": 69.39, "ai_native": 218.75, "hardware_semis": 183.79, "qqq_benchmark": 88.16, "rebalanced": false }, { "date": "2024-12-04", "cloud_infra": 110.24, "enterprise_saas": 76.31, "ai_native": 226.89, "hardware_semis": 185.77, "qqq_benchmark": 90.49, "rebalanced": false }, { "date": "2024-12-05", "cloud_infra": 108.73, "enterprise_saas": 74.57, "ai_native": 224.08, "hardware_semis": 182.77, "qqq_benchmark": 89.96, "rebalanced": false }, { "date": "2024-12-06", "cloud_infra": 111.65, "enterprise_saas": 83.38, "ai_native": 227.34, "hardware_semis": 182.97, "qqq_benchmark": 91.66, "rebalanced": false }, { "date": "2024-12-09", "cloud_infra": 108.35, "enterprise_saas": 82.38, "ai_native": 222.31, "hardware_semis": 179.49, "qqq_benchmark": 90.17, "rebalanced": false }, { "date": "2024-12-10", "cloud_infra": 103.04, "enterprise_saas": 78.42, "ai_native": 215.6, "hardware_semis": 172.37, "qqq_benchmark": 89.52, "rebalanced": false }, { "date": "2024-12-11", "cloud_infra": 106.88, "enterprise_saas": 81.28, "ai_native": 217.81, "hardware_semis": 177.17, "qqq_benchmark": 92.91, "rebalanced": false }, { "date": "2024-12-12", "cloud_infra": 106.16, "enterprise_saas": 80.86, "ai_native": 214.71, "hardware_semis": 178.07, "qqq_benchmark": 91.67, "rebalanced": false }, { "date": "2024-12-13", "cloud_infra": 102.26, "enterprise_saas": 77.76, "ai_native": 211.09, "hardware_semis": 184.55, "qqq_benchmark": 93.14, "rebalanced": false }, { "date": "2024-12-16", "cloud_infra": 105.37, "enterprise_saas": 80.67, "ai_native": 215.12, "hardware_semis": 189.91, "qqq_benchmark": 95.92, "rebalanced": false }, { "date": "2024-12-17", "cloud_infra": 105.08, "enterprise_saas": 78.89, "ai_native": 214.22, "hardware_semis": 186.64, "qqq_benchmark": 95.06, "rebalanced": false }, { "date": "2024-12-18", "cloud_infra": 95.36, "enterprise_saas": 69.9, "ai_native": 196.48, "hardware_semis": 176.37, "qqq_benchmark": 88.02, "rebalanced": false }, { "date": "2024-12-19", "cloud_infra": 95.52, "enterprise_saas": 69.74, "ai_native": 196.89, "hardware_semis": 174.76, "qqq_benchmark": 87.18, "rebalanced": false }, { "date": "2024-12-20", "cloud_infra": 97.87, "enterprise_saas": 72.99, "ai_native": 203.83, "hardware_semis": 180.14, "qqq_benchmark": 88.82, "rebalanced": false }, { "date": "2024-12-23", "cloud_infra": 96.78, "enterprise_saas": 72.31, "ai_native": 204.36, "hardware_semis": 188.52, "qqq_benchmark": 90.66, "rebalanced": false }, { "date": "2024-12-24", "cloud_infra": 98.71, "enterprise_saas": 73.77, "ai_native": 207.5, "hardware_semis": 192.08, "qqq_benchmark": 93.24, "rebalanced": false }, { "date": "2024-12-26", "cloud_infra": 98.43, "enterprise_saas": 74.06, "ai_native": 208.54, "hardware_semis": 193.0, "qqq_benchmark": 93.11, "rebalanced": false }, { "date": "2024-12-27", "cloud_infra": 95.16, "enterprise_saas": 71.05, "ai_native": 202.35, "hardware_semis": 189.77, "qqq_benchmark": 90.54, "rebalanced": false }, { "date": "2024-12-30", "cloud_infra": 92.67, "enterprise_saas": 68.94, "ai_native": 198.33, "hardware_semis": 185.24, "qqq_benchmark": 88.01, "rebalanced": false }, { "date": "2024-12-31", "cloud_infra": 91.11, "enterprise_saas": 67.65, "ai_native": 195.9, "hardware_semis": 183.44, "qqq_benchmark": 86.41, "rebalanced": false }, { "date": "2025-01-02", "cloud_infra": 92.82, "enterprise_saas": 66.22, "ai_native": 202.0, "hardware_semis": 184.29, "qqq_benchmark": 86.05, "rebalanced": true }, { "date": "2025-01-03", "cloud_infra": 96.05, "enterprise_saas": 69.19, "ai_native": 210.43, "hardware_semis": 189.68, "qqq_benchmark": 89.09, "rebalanced": false }, { "date": "2025-01-06", "cloud_infra": 97.12, "enterprise_saas": 71.08, "ai_native": 213.55, "hardware_semis": 193.64, "qqq_benchmark": 91.26, "rebalanced": false }, { "date": "2025-01-07", "cloud_infra": 93.35, "enterprise_saas": 67.13, "ai_native": 201.24, "hardware_semis": 187.72, "qqq_benchmark": 87.85, "rebalanced": false }, { "date": "2025-01-08", "cloud_infra": 93.87, "enterprise_saas": 67.4, "ai_native": 202.25, "hardware_semis": 185.4, "qqq_benchmark": 87.88, "rebalanced": false }, { "date": "2025-01-10", "cloud_infra": 91.21, "enterprise_saas": 65.14, "ai_native": 194.24, "hardware_semis": 177.0, "qqq_benchmark": 84.94, "rebalanced": false }, { "date": "2025-01-13", "cloud_infra": 88.93, "enterprise_saas": 63.27, "ai_native": 192.61, "hardware_semis": 174.95, "qqq_benchmark": 84.34, "rebalanced": false }, { "date": "2025-01-14", "cloud_infra": 90.0, "enterprise_saas": 65.67, "ai_native": 194.26, "hardware_semis": 173.8, "qqq_benchmark": 84.17, "rebalanced": false }, { "date": "2025-01-15", "cloud_infra": 93.18, "enterprise_saas": 69.17, "ai_native": 202.59, "hardware_semis": 179.33, "qqq_benchmark": 88.41, "rebalanced": false }, { "date": "2025-01-16", "cloud_infra": 93.61, "enterprise_saas": 70.61, "ai_native": 204.57, "hardware_semis": 176.79, "qqq_benchmark": 87.09, "rebalanced": false }, { "date": "2025-01-17", "cloud_infra": 95.34, "enterprise_saas": 70.04, "ai_native": 207.35, "hardware_semis": 184.46, "qqq_benchmark": 90.24, "rebalanced": false }, { "date": "2025-01-21", "cloud_infra": 99.4, "enterprise_saas": 73.11, "ai_native": 209.38, "hardware_semis": 186.63, "qqq_benchmark": 91.36, "rebalanced": false }, { "date": "2025-01-22", "cloud_infra": 103.36, "enterprise_saas": 74.01, "ai_native": 211.93, "hardware_semis": 191.31, "qqq_benchmark": 93.81, "rebalanced": false }, { "date": "2025-01-23", "cloud_infra": 103.94, "enterprise_saas": 74.42, "ai_native": 215.27, "hardware_semis": 190.5, "qqq_benchmark": 94.22, "rebalanced": false }, { "date": "2025-01-24", "cloud_infra": 104.06, "enterprise_saas": 76.59, "ai_native": 214.5, "hardware_semis": 188.14, "qqq_benchmark": 93.12, "rebalanced": false }, { "date": "2025-01-27", "cloud_infra": 102.0, "enterprise_saas": 79.03, "ai_native": 213.16, "hardware_semis": 165.94, "qqq_benchmark": 87.5, "rebalanced": false }, { "date": "2025-01-28", "cloud_infra": 112.5, "enterprise_saas": 86.4, "ai_native": 226.3, "hardware_semis": 169.8, "qqq_benchmark": 90.27, "rebalanced": false }, { "date": "2025-01-29", "cloud_infra": 108.84, "enterprise_saas": 83.03, "ai_native": 225.47, "hardware_semis": 169.96, "qqq_benchmark": 89.91, "rebalanced": false }, { "date": "2025-01-30", "cloud_infra": 110.13, "enterprise_saas": 81.02, "ai_native": 229.83, "hardware_semis": 174.15, "qqq_benchmark": 90.72, "rebalanced": false }, { "date": "2025-01-31", "cloud_infra": 110.82, "enterprise_saas": 83.61, "ai_native": 227.17, "hardware_semis": 170.81, "qqq_benchmark": 90.44, "rebalanced": false }, { "date": "2025-02-03", "cloud_infra": 110.19, "enterprise_saas": 82.28, "ai_native": 226.66, "hardware_semis": 166.09, "qqq_benchmark": 88.92, "rebalanced": false }, { "date": "2025-02-04", "cloud_infra": 114.0, "enterprise_saas": 83.67, "ai_native": 237.04, "hardware_semis": 170.71, "qqq_benchmark": 91.24, "rebalanced": false }, { "date": "2025-02-05", "cloud_infra": 114.72, "enterprise_saas": 86.01, "ai_native": 237.08, "hardware_semis": 174.46, "qqq_benchmark": 92.11, "rebalanced": false }, { "date": "2025-02-06", "cloud_infra": 113.77, "enterprise_saas": 84.96, "ai_native": 240.8, "hardware_semis": 174.87, "qqq_benchmark": 93.11, "rebalanced": false }, { "date": "2025-02-07", "cloud_infra": 115.55, "enterprise_saas": 78.9, "ai_native": 241.63, "hardware_semis": 171.85, "qqq_benchmark": 90.67, "rebalanced": false }, { "date": "2025-02-10", "cloud_infra": 119.75, "enterprise_saas": 84.57, "ai_native": 245.96, "hardware_semis": 179.69, "qqq_benchmark": 92.98, "rebalanced": false }, { "date": "2025-02-11", "cloud_infra": 118.94, "enterprise_saas": 81.58, "ai_native": 240.59, "hardware_semis": 182.43, "qqq_benchmark": 92.52, "rebalanced": false }, { "date": "2025-02-12", "cloud_infra": 119.85, "enterprise_saas": 82.05, "ai_native": 246.59, "hardware_semis": 186.62, "qqq_benchmark": 92.64, "rebalanced": false }, { "date": "2025-02-13", "cloud_infra": 121.66, "enterprise_saas": 84.75, "ai_native": 256.45, "hardware_semis": 191.56, "qqq_benchmark": 95.41, "rebalanced": false }, { "date": "2025-02-14", "cloud_infra": 119.07, "enterprise_saas": 81.28, "ai_native": 263.92, "hardware_semis": 194.49, "qqq_benchmark": 96.23, "rebalanced": false }, { "date": "2025-02-18", "cloud_infra": 121.88, "enterprise_saas": 83.11, "ai_native": 266.86, "hardware_semis": 203.02, "qqq_benchmark": 96.67, "rebalanced": false }, { "date": "2025-02-19", "cloud_infra": 119.71, "enterprise_saas": 79.45, "ai_native": 260.12, "hardware_semis": 200.99, "qqq_benchmark": 96.73, "rebalanced": false }, { "date": "2025-02-20", "cloud_infra": 116.19, "enterprise_saas": 76.56, "ai_native": 260.13, "hardware_semis": 200.98, "qqq_benchmark": 95.89, "rebalanced": false }, { "date": "2025-02-21", "cloud_infra": 108.34, "enterprise_saas": 70.3, "ai_native": 242.28, "hardware_semis": 193.11, "qqq_benchmark": 91.83, "rebalanced": false }, { "date": "2025-02-24", "cloud_infra": 105.42, "enterprise_saas": 69.79, "ai_native": 234.1, "hardware_semis": 186.27, "qqq_benchmark": 89.56, "rebalanced": false }, { "date": "2025-02-25", "cloud_infra": 101.58, "enterprise_saas": 67.31, "ai_native": 224.73, "hardware_semis": 179.75, "qqq_benchmark": 87.17, "rebalanced": false }, { "date": "2025-02-26", "cloud_infra": 103.46, "enterprise_saas": 70.39, "ai_native": 229.99, "hardware_semis": 185.09, "qqq_benchmark": 87.63, "rebalanced": false }, { "date": "2025-02-27", "cloud_infra": 99.94, "enterprise_saas": 66.74, "ai_native": 221.23, "hardware_semis": 172.52, "qqq_benchmark": 82.41, "rebalanced": false }, { "date": "2025-02-28", "cloud_infra": 104.75, "enterprise_saas": 68.69, "ai_native": 219.44, "hardware_semis": 174.7, "qqq_benchmark": 85.3, "rebalanced": false }, { "date": "2025-03-03", "cloud_infra": 99.08, "enterprise_saas": 64.91, "ai_native": 210.21, "hardware_semis": 162.89, "qqq_benchmark": 81.24, "rebalanced": false }, { "date": "2025-03-04", "cloud_infra": 99.55, "enterprise_saas": 67.06, "ai_native": 206.09, "hardware_semis": 161.13, "qqq_benchmark": 80.69, "rebalanced": false }, { "date": "2025-03-05", "cloud_infra": 101.53, "enterprise_saas": 69.4, "ai_native": 212.36, "hardware_semis": 163.44, "qqq_benchmark": 83.05, "rebalanced": false }, { "date": "2025-03-06", "cloud_infra": 89.86, "enterprise_saas": 61.79, "ai_native": 196.15, "hardware_semis": 155.72, "qqq_benchmark": 78.01, "rebalanced": false }, { "date": "2025-03-07", "cloud_infra": 89.1, "enterprise_saas": 61.6, "ai_native": 197.74, "hardware_semis": 160.2, "qqq_benchmark": 79.32, "rebalanced": false }, { "date": "2025-03-10", "cloud_infra": 79.47, "enterprise_saas": 52.76, "ai_native": 181.58, "hardware_semis": 150.32, "qqq_benchmark": 72.37, "rebalanced": false }, { "date": "2025-03-11", "cloud_infra": 82.98, "enterprise_saas": 52.07, "ai_native": 182.08, "hardware_semis": 150.43, "qqq_benchmark": 71.96, "rebalanced": false }, { "date": "2025-03-12", "cloud_infra": 84.9, "enterprise_saas": 54.8, "ai_native": 190.69, "hardware_semis": 157.05, "qqq_benchmark": 73.9, "rebalanced": false }, { "date": "2025-03-13", "cloud_infra": 78.64, "enterprise_saas": 48.24, "ai_native": 176.53, "hardware_semis": 158.3, "qqq_benchmark": 70.77, "rebalanced": false }, { "date": "2025-03-14", "cloud_infra": 83.58, "enterprise_saas": 54.96, "ai_native": 188.79, "hardware_semis": 165.14, "qqq_benchmark": 74.9, "rebalanced": false }, { "date": "2025-03-17", "cloud_infra": 86.18, "enterprise_saas": 57.02, "ai_native": 194.81, "hardware_semis": 169.34, "qqq_benchmark": 76.03, "rebalanced": false }, { "date": "2025-03-18", "cloud_infra": 83.51, "enterprise_saas": 55.83, "ai_native": 188.88, "hardware_semis": 165.72, "qqq_benchmark": 73.03, "rebalanced": false }, { "date": "2025-03-19", "cloud_infra": 86.51, "enterprise_saas": 58.02, "ai_native": 196.82, "hardware_semis": 168.03, "qqq_benchmark": 75.35, "rebalanced": false }, { "date": "2025-03-20", "cloud_infra": 85.43, "enterprise_saas": 56.88, "ai_native": 197.77, "hardware_semis": 167.12, "qqq_benchmark": 74.75, "rebalanced": false }, { "date": "2025-03-21", "cloud_infra": 86.53, "enterprise_saas": 58.05, "ai_native": 201.89, "hardware_semis": 167.33, "qqq_benchmark": 75.33, "rebalanced": false }, { "date": "2025-03-24", "cloud_infra": 91.29, "enterprise_saas": 62.12, "ai_native": 212.58, "hardware_semis": 172.78, "qqq_benchmark": 79.18, "rebalanced": false }, { "date": "2025-03-25", "cloud_infra": 93.85, "enterprise_saas": 63.16, "ai_native": 214.19, "hardware_semis": 172.41, "qqq_benchmark": 80.2, "rebalanced": false }, { "date": "2025-03-26", "cloud_infra": 89.23, "enterprise_saas": 59.7, "ai_native": 204.74, "hardware_semis": 164.6, "qqq_benchmark": 76.88, "rebalanced": false }, { "date": "2025-03-27", "cloud_infra": 85.38, "enterprise_saas": 57.47, "ai_native": 200.56, "hardware_semis": 161.88, "qqq_benchmark": 75.88, "rebalanced": false }, { "date": "2025-03-28", "cloud_infra": 79.8, "enterprise_saas": 53.55, "ai_native": 187.82, "hardware_semis": 154.85, "qqq_benchmark": 71.25, "rebalanced": false }, { "date": "2025-03-31", "cloud_infra": 77.21, "enterprise_saas": 52.03, "ai_native": 183.69, "hardware_semis": 154.65, "qqq_benchmark": 71.24, "rebalanced": false }, { "date": "2025-04-01", "cloud_infra": 79.93, "enterprise_saas": 54.22, "ai_native": 188.26, "hardware_semis": 154.99, "qqq_benchmark": 72.62, "rebalanced": true }, { "date": "2025-04-02", "cloud_infra": 82.66, "enterprise_saas": 56.28, "ai_native": 194.76, "hardware_semis": 157.26, "qqq_benchmark": 73.88, "rebalanced": false }, { "date": "2025-04-03", "cloud_infra": 70.19, "enterprise_saas": 46.0, "ai_native": 171.05, "hardware_semis": 135.18, "qqq_benchmark": 64.57, "rebalanced": false }, { "date": "2025-04-04", "cloud_infra": 59.17, "enterprise_saas": 37.5, "ai_native": 153.72, "hardware_semis": 117.77, "qqq_benchmark": 54.35, "rebalanced": false }, { "date": "2025-04-07", "cloud_infra": 59.49, "enterprise_saas": 37.37, "ai_native": 157.27, "hardware_semis": 119.58, "qqq_benchmark": 54.72, "rebalanced": false }, { "date": "2025-04-08", "cloud_infra": 57.92, "enterprise_saas": 34.96, "ai_native": 154.86, "hardware_semis": 111.92, "qqq_benchmark": 51.94, "rebalanced": false }, { "date": "2025-04-09", "cloud_infra": 77.81, "enterprise_saas": 50.87, "ai_native": 192.11, "hardware_semis": 148.41, "qqq_benchmark": 70.17, "rebalanced": false }, { "date": "2025-04-10", "cloud_infra": 70.66, "enterprise_saas": 44.79, "ai_native": 177.45, "hardware_semis": 133.49, "qqq_benchmark": 62.93, "rebalanced": false }, { "date": "2025-04-11", "cloud_infra": 72.38, "enterprise_saas": 45.77, "ai_native": 180.34, "hardware_semis": 140.99, "qqq_benchmark": 65.94, "rebalanced": false }, { "date": "2025-04-14", "cloud_infra": 72.58, "enterprise_saas": 46.49, "ai_native": 179.16, "hardware_semis": 143.82, "qqq_benchmark": 67.06, "rebalanced": false }, { "date": "2025-04-15", "cloud_infra": 74.03, "enterprise_saas": 48.39, "ai_native": 183.12, "hardware_semis": 143.83, "qqq_benchmark": 67.25, "rebalanced": false }, { "date": "2025-04-16", "cloud_infra": 71.26, "enterprise_saas": 45.85, "ai_native": 178.5, "hardware_semis": 133.85, "qqq_benchmark": 62.2, "rebalanced": false }, { "date": "2025-04-17", "cloud_infra": 69.74, "enterprise_saas": 44.83, "ai_native": 180.06, "hardware_semis": 132.42, "qqq_benchmark": 62.17, "rebalanced": false }, { "date": "2025-04-21", "cloud_infra": 64.01, "enterprise_saas": 39.73, "ai_native": 172.39, "hardware_semis": 126.68, "qqq_benchmark": 58.16, "rebalanced": false }, { "date": "2025-04-22", "cloud_infra": 67.69, "enterprise_saas": 43.18, "ai_native": 181.7, "hardware_semis": 131.8, "qqq_benchmark": 62.31, "rebalanced": false }, { "date": "2025-04-23", "cloud_infra": 73.47, "enterprise_saas": 48.09, "ai_native": 192.36, "hardware_semis": 141.09, "qqq_benchmark": 65.99, "rebalanced": false }, { "date": "2025-04-24", "cloud_infra": 80.8, "enterprise_saas": 55.81, "ai_native": 204.2, "hardware_semis": 150.65, "qqq_benchmark": 70.66, "rebalanced": false }, { "date": "2025-04-25", "cloud_infra": 83.34, "enterprise_saas": 58.11, "ai_native": 208.78, "hardware_semis": 152.02, "qqq_benchmark": 72.57, "rebalanced": false }, { "date": "2025-04-28", "cloud_infra": 84.18, "enterprise_saas": 58.09, "ai_native": 209.1, "hardware_semis": 152.11, "qqq_benchmark": 72.51, "rebalanced": false }, { "date": "2025-04-29", "cloud_infra": 86.14, "enterprise_saas": 60.07, "ai_native": 211.42, "hardware_semis": 151.78, "qqq_benchmark": 73.65, "rebalanced": false }, { "date": "2025-04-30", "cloud_infra": 85.55, "enterprise_saas": 60.14, "ai_native": 211.1, "hardware_semis": 151.74, "qqq_benchmark": 73.63, "rebalanced": false }, { "date": "2025-05-01", "cloud_infra": 88.82, "enterprise_saas": 60.31, "ai_native": 213.23, "hardware_semis": 153.52, "qqq_benchmark": 75.9, "rebalanced": false }, { "date": "2025-05-02", "cloud_infra": 90.64, "enterprise_saas": 60.99, "ai_native": 222.75, "hardware_semis": 158.02, "qqq_benchmark": 78.51, "rebalanced": false }, { "date": "2025-05-05", "cloud_infra": 91.25, "enterprise_saas": 61.09, "ai_native": 223.12, "hardware_semis": 156.06, "qqq_benchmark": 77.45, "rebalanced": false }, { "date": "2025-05-06", "cloud_infra": 90.38, "enterprise_saas": 60.88, "ai_native": 215.86, "hardware_semis": 154.25, "qqq_benchmark": 75.8, "rebalanced": false }, { "date": "2025-05-07", "cloud_infra": 90.07, "enterprise_saas": 62.61, "ai_native": 216.69, "hardware_semis": 158.06, "qqq_benchmark": 76.49, "rebalanced": false }, { "date": "2025-05-08", "cloud_infra": 91.62, "enterprise_saas": 66.37, "ai_native": 223.17, "hardware_semis": 160.92, "qqq_benchmark": 78.31, "rebalanced": false }, { "date": "2025-05-09", "cloud_infra": 91.27, "enterprise_saas": 64.88, "ai_native": 222.5, "hardware_semis": 162.05, "qqq_benchmark": 78.19, "rebalanced": false }, { "date": "2025-05-12", "cloud_infra": 100.57, "enterprise_saas": 70.91, "ai_native": 238.3, "hardware_semis": 176.22, "qqq_benchmark": 85.45, "rebalanced": false }, { "date": "2025-05-13", "cloud_infra": 104.01, "enterprise_saas": 73.09, "ai_native": 247.91, "hardware_semis": 184.8, "qqq_benchmark": 88.28, "rebalanced": false }, { "date": "2025-05-14", "cloud_infra": 105.29, "enterprise_saas": 72.71, "ai_native": 250.16, "hardware_semis": 187.23, "qqq_benchmark": 89.41, "rebalanced": false }, { "date": "2025-05-15", "cloud_infra": 104.31, "enterprise_saas": 72.65, "ai_native": 246.18, "hardware_semis": 188.03, "qqq_benchmark": 89.62, "rebalanced": false }, { "date": "2025-05-16", "cloud_infra": 106.1, "enterprise_saas": 73.69, "ai_native": 250.93, "hardware_semis": 189.27, "qqq_benchmark": 90.44, "rebalanced": false }, { "date": "2025-05-19", "cloud_infra": 106.27, "enterprise_saas": 72.15, "ai_native": 248.82, "hardware_semis": 188.04, "qqq_benchmark": 90.63, "rebalanced": false }, { "date": "2025-05-20", "cloud_infra": 106.1, "enterprise_saas": 72.44, "ai_native": 246.4, "hardware_semis": 186.49, "qqq_benchmark": 89.99, "rebalanced": false }, { "date": "2025-05-21", "cloud_infra": 102.56, "enterprise_saas": 68.26, "ai_native": 236.74, "hardware_semis": 181.81, "qqq_benchmark": 87.35, "rebalanced": false }, { "date": "2025-05-22", "cloud_infra": 106.76, "enterprise_saas": 69.43, "ai_native": 239.83, "hardware_semis": 181.47, "qqq_benchmark": 87.7, "rebalanced": false }, { "date": "2025-05-23", "cloud_infra": 105.68, "enterprise_saas": 66.98, "ai_native": 238.41, "hardware_semis": 178.25, "qqq_benchmark": 85.96, "rebalanced": false }, { "date": "2025-05-27", "cloud_infra": 110.1, "enterprise_saas": 69.77, "ai_native": 246.2, "hardware_semis": 185.33, "qqq_benchmark": 90.34, "rebalanced": false }, { "date": "2025-05-28", "cloud_infra": 109.03, "enterprise_saas": 67.89, "ai_native": 250.24, "hardware_semis": 184.52, "qqq_benchmark": 89.49, "rebalanced": false }, { "date": "2025-05-29", "cloud_infra": 108.23, "enterprise_saas": 65.96, "ai_native": 245.64, "hardware_semis": 185.76, "qqq_benchmark": 89.87, "rebalanced": false }, { "date": "2025-05-30", "cloud_infra": 109.46, "enterprise_saas": 67.05, "ai_native": 253.17, "hardware_semis": 181.67, "qqq_benchmark": 89.57, "rebalanced": false }, { "date": "2025-06-02", "cloud_infra": 112.15, "enterprise_saas": 67.54, "ai_native": 254.0, "hardware_semis": 184.79, "qqq_benchmark": 91.06, "rebalanced": false }, { "date": "2025-06-03", "cloud_infra": 113.55, "enterprise_saas": 69.6, "ai_native": 255.07, "hardware_semis": 191.42, "qqq_benchmark": 92.56, "rebalanced": false }, { "date": "2025-06-04", "cloud_infra": 113.09, "enterprise_saas": 68.65, "ai_native": 258.74, "hardware_semis": 192.91, "qqq_benchmark": 93.09, "rebalanced": false }, { "date": "2025-06-05", "cloud_infra": 117.54, "enterprise_saas": 69.24, "ai_native": 257.34, "hardware_semis": 189.97, "qqq_benchmark": 91.64, "rebalanced": false }, { "date": "2025-06-06", "cloud_infra": 119.57, "enterprise_saas": 68.25, "ai_native": 262.07, "hardware_semis": 191.05, "qqq_benchmark": 93.51, "rebalanced": false }, { "date": "2025-06-09", "cloud_infra": 118.83, "enterprise_saas": 67.25, "ai_native": 260.15, "hardware_semis": 193.29, "qqq_benchmark": 93.8, "rebalanced": false }, { "date": "2025-06-10", "cloud_infra": 118.52, "enterprise_saas": 65.48, "ai_native": 258.31, "hardware_semis": 196.95, "qqq_benchmark": 95.08, "rebalanced": false }, { "date": "2025-06-11", "cloud_infra": 118.08, "enterprise_saas": 62.38, "ai_native": 258.79, "hardware_semis": 192.45, "qqq_benchmark": 94.42, "rebalanced": false }, { "date": "2025-06-12", "cloud_infra": 120.49, "enterprise_saas": 61.59, "ai_native": 256.32, "hardware_semis": 194.37, "qqq_benchmark": 94.88, "rebalanced": false }, { "date": "2025-06-13", "cloud_infra": 119.21, "enterprise_saas": 56.74, "ai_native": 248.85, "hardware_semis": 187.52, "qqq_benchmark": 92.43, "rebalanced": false }, { "date": "2025-06-16", "cloud_infra": 121.54, "enterprise_saas": 59.3, "ai_native": 255.47, "hardware_semis": 196.6, "qqq_benchmark": 95.11, "rebalanced": false }, { "date": "2025-06-17", "cloud_infra": 123.81, "enterprise_saas": 58.19, "ai_native": 250.38, "hardware_semis": 196.44, "qqq_benchmark": 93.21, "rebalanced": false }, { "date": "2025-06-18", "cloud_infra": 123.47, "enterprise_saas": 56.84, "ai_native": 249.46, "hardware_semis": 199.23, "qqq_benchmark": 93.17, "rebalanced": false }, { "date": "2025-06-20", "cloud_infra": 120.26, "enterprise_saas": 56.21, "ai_native": 247.81, "hardware_semis": 200.61, "qqq_benchmark": 92.39, "rebalanced": false }, { "date": "2025-06-23", "cloud_infra": 123.42, "enterprise_saas": 56.87, "ai_native": 252.05, "hardware_semis": 202.33, "qqq_benchmark": 94.36, "rebalanced": false }, { "date": "2025-06-24", "cloud_infra": 126.7, "enterprise_saas": 59.9, "ai_native": 260.04, "hardware_semis": 211.89, "qqq_benchmark": 97.34, "rebalanced": false }, { "date": "2025-06-25", "cloud_infra": 126.27, "enterprise_saas": 57.93, "ai_native": 254.91, "hardware_semis": 215.3, "qqq_benchmark": 97.84, "rebalanced": false }, { "date": "2025-06-26", "cloud_infra": 128.29, "enterprise_saas": 59.55, "ai_native": 260.24, "hardware_semis": 219.59, "qqq_benchmark": 99.69, "rebalanced": false }, { "date": "2025-06-27", "cloud_infra": 128.93, "enterprise_saas": 61.0, "ai_native": 260.58, "hardware_semis": 219.78, "qqq_benchmark": 100.37, "rebalanced": false }, { "date": "2025-06-30", "cloud_infra": 131.2, "enterprise_saas": 62.65, "ai_native": 263.58, "hardware_semis": 220.63, "qqq_benchmark": 101.67, "rebalanced": false }, { "date": "2025-07-01", "cloud_infra": 126.8, "enterprise_saas": 61.62, "ai_native": 257.88, "hardware_semis": 216.59, "qqq_benchmark": 99.97, "rebalanced": true }, { "date": "2025-07-02", "cloud_infra": 128.2, "enterprise_saas": 60.16, "ai_native": 258.51, "hardware_semis": 218.84, "qqq_benchmark": 101.36, "rebalanced": false }, { "date": "2025-07-03", "cloud_infra": 135.77, "enterprise_saas": 63.67, "ai_native": 264.23, "hardware_semis": 223.08, "qqq_benchmark": 103.35, "rebalanced": false }, { "date": "2025-07-07", "cloud_infra": 135.0, "enterprise_saas": 63.03, "ai_native": 269.44, "hardware_semis": 219.31, "qqq_benchmark": 101.81, "rebalanced": false }, { "date": "2025-07-08", "cloud_infra": 133.7, "enterprise_saas": 64.03, "ai_native": 267.43, "hardware_semis": 223.39, "qqq_benchmark": 101.93, "rebalanced": false }, { "date": "2025-07-09", "cloud_infra": 135.26, "enterprise_saas": 64.01, "ai_native": 270.56, "hardware_semis": 226.7, "qqq_benchmark": 103.36, "rebalanced": false }, { "date": "2025-07-10", "cloud_infra": 127.23, "enterprise_saas": 59.06, "ai_native": 266.2, "hardware_semis": 229.73, "qqq_benchmark": 103.06, "rebalanced": false }, { "date": "2025-07-11", "cloud_infra": 124.79, "enterprise_saas": 53.59, "ai_native": 259.15, "hardware_semis": 228.53, "qqq_benchmark": 102.61, "rebalanced": false }, { "date": "2025-07-14", "cloud_infra": 126.62, "enterprise_saas": 56.38, "ai_native": 266.21, "hardware_semis": 227.1, "qqq_benchmark": 103.34, "rebalanced": false }, { "date": "2025-07-15", "cloud_infra": 128.02, "enterprise_saas": 55.51, "ai_native": 262.35, "hardware_semis": 231.8, "qqq_benchmark": 103.53, "rebalanced": false }, { "date": "2025-07-16", "cloud_infra": 128.13, "enterprise_saas": 56.54, "ai_native": 267.17, "hardware_semis": 232.42, "qqq_benchmark": 103.74, "rebalanced": false }, { "date": "2025-07-17", "cloud_infra": 130.95, "enterprise_saas": 58.32, "ai_native": 273.6, "hardware_semis": 234.9, "qqq_benchmark": 105.39, "rebalanced": false }, { "date": "2025-07-18", "cloud_infra": 133.0, "enterprise_saas": 60.18, "ai_native": 276.49, "hardware_semis": 236.76, "qqq_benchmark": 105.19, "rebalanced": false }, { "date": "2025-07-21", "cloud_infra": 134.04, "enterprise_saas": 59.66, "ai_native": 276.81, "hardware_semis": 237.3, "qqq_benchmark": 106.25, "rebalanced": false }, { "date": "2025-07-22", "cloud_infra": 131.7, "enterprise_saas": 61.64, "ai_native": 273.62, "hardware_semis": 232.49, "qqq_benchmark": 105.19, "rebalanced": false }, { "date": "2025-07-23", "cloud_infra": 132.06, "enterprise_saas": 62.74, "ai_native": 274.95, "hardware_semis": 237.52, "qqq_benchmark": 106.12, "rebalanced": false }, { "date": "2025-07-24", "cloud_infra": 133.29, "enterprise_saas": 62.21, "ai_native": 275.79, "hardware_semis": 238.6, "qqq_benchmark": 106.56, "rebalanced": false }, { "date": "2025-07-25", "cloud_infra": 135.79, "enterprise_saas": 62.99, "ai_native": 278.8, "hardware_semis": 237.35, "qqq_benchmark": 107.06, "rebalanced": false }, { "date": "2025-07-28", "cloud_infra": 136.88, "enterprise_saas": 62.7, "ai_native": 278.63, "hardware_semis": 241.44, "qqq_benchmark": 107.7, "rebalanced": false }, { "date": "2025-07-29", "cloud_infra": 135.8, "enterprise_saas": 62.36, "ai_native": 265.79, "hardware_semis": 241.3, "qqq_benchmark": 107.38, "rebalanced": false }, { "date": "2025-07-30", "cloud_infra": 134.16, "enterprise_saas": 61.14, "ai_native": 266.73, "hardware_semis": 243.33, "qqq_benchmark": 107.66, "rebalanced": false }, { "date": "2025-07-31", "cloud_infra": 131.23, "enterprise_saas": 56.69, "ai_native": 267.73, "hardware_semis": 238.52, "qqq_benchmark": 106.56, "rebalanced": false }, { "date": "2025-08-01", "cloud_infra": 122.9, "enterprise_saas": 51.64, "ai_native": 257.09, "hardware_semis": 230.24, "qqq_benchmark": 102.49, "rebalanced": false }, { "date": "2025-08-04", "cloud_infra": 126.84, "enterprise_saas": 53.75, "ai_native": 270.17, "hardware_semis": 237.57, "qqq_benchmark": 106.23, "rebalanced": false }, { "date": "2025-08-05", "cloud_infra": 124.45, "enterprise_saas": 51.99, "ai_native": 268.63, "hardware_semis": 236.67, "qqq_benchmark": 104.83, "rebalanced": false }, { "date": "2025-08-06", "cloud_infra": 128.29, "enterprise_saas": 54.5, "ai_native": 277.69, "hardware_semis": 238.64, "qqq_benchmark": 107.4, "rebalanced": false }, { "date": "2025-08-07", "cloud_infra": 119.01, "enterprise_saas": 49.65, "ai_native": 280.92, "hardware_semis": 244.78, "qqq_benchmark": 108.11, "rebalanced": false }, { "date": "2025-08-08", "cloud_infra": 114.84, "enterprise_saas": 46.44, "ai_native": 275.68, "hardware_semis": 250.83, "qqq_benchmark": 110.05, "rebalanced": false }, { "date": "2025-08-11", "cloud_infra": 113.33, "enterprise_saas": 39.12, "ai_native": 268.71, "hardware_semis": 251.15, "qqq_benchmark": 109.43, "rebalanced": false }, { "date": "2025-08-12", "cloud_infra": 116.57, "enterprise_saas": 39.33, "ai_native": 276.01, "hardware_semis": 258.78, "qqq_benchmark": 112.06, "rebalanced": false }, { "date": "2025-08-13", "cloud_infra": 117.48, "enterprise_saas": 43.95, "ai_native": 279.59, "hardware_semis": 260.68, "qqq_benchmark": 112.16, "rebalanced": false }, { "date": "2025-08-14", "cloud_infra": 115.41, "enterprise_saas": 42.2, "ai_native": 275.88, "hardware_semis": 262.96, "qqq_benchmark": 112.0, "rebalanced": false }, { "date": "2025-08-15", "cloud_infra": 119.14, "enterprise_saas": 45.07, "ai_native": 277.86, "hardware_semis": 259.43, "qqq_benchmark": 111.07, "rebalanced": false }, { "date": "2025-08-18", "cloud_infra": 120.63, "enterprise_saas": 47.14, "ai_native": 283.36, "hardware_semis": 257.87, "qqq_benchmark": 110.98, "rebalanced": false }, { "date": "2025-08-19", "cloud_infra": 117.42, "enterprise_saas": 45.96, "ai_native": 273.38, "hardware_semis": 253.75, "qqq_benchmark": 108.12, "rebalanced": false }, { "date": "2025-08-20", "cloud_infra": 116.69, "enterprise_saas": 45.72, "ai_native": 268.79, "hardware_semis": 245.85, "qqq_benchmark": 106.89, "rebalanced": false }, { "date": "2025-08-21", "cloud_infra": 115.61, "enterprise_saas": 45.04, "ai_native": 268.77, "hardware_semis": 244.38, "qqq_benchmark": 105.93, "rebalanced": false }, { "date": "2025-08-22", "cloud_infra": 119.68, "enterprise_saas": 49.14, "ai_native": 279.36, "hardware_semis": 251.91, "qqq_benchmark": 109.1, "rebalanced": false }, { "date": "2025-08-25", "cloud_infra": 117.7, "enterprise_saas": 47.69, "ai_native": 276.34, "hardware_semis": 250.44, "qqq_benchmark": 108.5, "rebalanced": false }, { "date": "2025-08-26", "cloud_infra": 116.86, "enterprise_saas": 45.62, "ai_native": 276.38, "hardware_semis": 253.62, "qqq_benchmark": 109.34, "rebalanced": false }, { "date": "2025-08-27", "cloud_infra": 126.81, "enterprise_saas": 49.27, "ai_native": 277.98, "hardware_semis": 256.02, "qqq_benchmark": 109.66, "rebalanced": false }, { "date": "2025-08-28", "cloud_infra": 136.22, "enterprise_saas": 52.43, "ai_native": 281.0, "hardware_semis": 259.44, "qqq_benchmark": 110.97, "rebalanced": false }, { "date": "2025-08-29", "cloud_infra": 132.31, "enterprise_saas": 52.34, "ai_native": 275.26, "hardware_semis": 247.95, "qqq_benchmark": 108.53, "rebalanced": false }, { "date": "2025-09-02", "cloud_infra": 130.36, "enterprise_saas": 49.37, "ai_native": 270.5, "hardware_semis": 244.81, "qqq_benchmark": 106.78, "rebalanced": false }, { "date": "2025-09-03", "cloud_infra": 130.8, "enterprise_saas": 50.38, "ai_native": 269.74, "hardware_semis": 247.99, "qqq_benchmark": 108.41, "rebalanced": false }, { "date": "2025-09-04", "cloud_infra": 131.44, "enterprise_saas": 49.36, "ai_native": 270.97, "hardware_semis": 251.63, "qqq_benchmark": 110.3, "rebalanced": false }, { "date": "2025-09-05", "cloud_infra": 134.61, "enterprise_saas": 51.98, "ai_native": 278.84, "hardware_semis": 249.89, "qqq_benchmark": 110.6, "rebalanced": false }, { "date": "2025-09-08", "cloud_infra": 138.38, "enterprise_saas": 53.81, "ai_native": 283.38, "hardware_semis": 250.83, "qqq_benchmark": 111.63, "rebalanced": false }, { "date": "2025-09-09", "cloud_infra": 139.97, "enterprise_saas": 54.45, "ai_native": 283.39, "hardware_semis": 250.54, "qqq_benchmark": 112.23, "rebalanced": false }, { "date": "2025-09-10", "cloud_infra": 144.06, "enterprise_saas": 51.45, "ai_native": 280.01, "hardware_semis": 259.51, "qqq_benchmark": 112.3, "rebalanced": false }, { "date": "2025-09-11", "cloud_infra": 144.51, "enterprise_saas": 53.01, "ai_native": 283.61, "hardware_semis": 257.29, "qqq_benchmark": 113.53, "rebalanced": false }, { "date": "2025-09-12", "cloud_infra": 141.94, "enterprise_saas": 51.46, "ai_native": 283.19, "hardware_semis": 257.25, "qqq_benchmark": 114.47, "rebalanced": false }, { "date": "2025-09-15", "cloud_infra": 146.07, "enterprise_saas": 52.29, "ai_native": 287.17, "hardware_semis": 261.79, "qqq_benchmark": 116.31, "rebalanced": false }, { "date": "2025-09-16", "cloud_infra": 143.29, "enterprise_saas": 51.78, "ai_native": 287.52, "hardware_semis": 261.8, "qqq_benchmark": 116.13, "rebalanced": false }, { "date": "2025-09-17", "cloud_infra": 142.3, "enterprise_saas": 53.59, "ai_native": 286.33, "hardware_semis": 259.15, "qqq_benchmark": 115.7, "rebalanced": false }, { "date": "2025-09-18", "cloud_infra": 147.63, "enterprise_saas": 55.88, "ai_native": 295.45, "hardware_semis": 273.29, "qqq_benchmark": 117.64, "rebalanced": false }, { "date": "2025-09-19", "cloud_infra": 151.18, "enterprise_saas": 56.06, "ai_native": 297.52, "hardware_semis": 272.73, "qqq_benchmark": 119.11, "rebalanced": false }, { "date": "2025-09-22", "cloud_infra": 151.82, "enterprise_saas": 56.67, "ai_native": 301.45, "hardware_semis": 276.74, "qqq_benchmark": 120.41, "rebalanced": false }, { "date": "2025-09-23", "cloud_infra": 147.75, "enterprise_saas": 55.25, "ai_native": 294.19, "hardware_semis": 275.66, "qqq_benchmark": 118.95, "rebalanced": false }, { "date": "2025-09-24", "cloud_infra": 144.96, "enterprise_saas": 54.38, "ai_native": 291.24, "hardware_semis": 277.19, "qqq_benchmark": 118.18, "rebalanced": false }, { "date": "2025-09-25", "cloud_infra": 144.62, "enterprise_saas": 53.11, "ai_native": 288.44, "hardware_semis": 282.75, "qqq_benchmark": 117.24, "rebalanced": false }, { "date": "2025-09-26", "cloud_infra": 146.64, "enterprise_saas": 54.6, "ai_native": 289.99, "hardware_semis": 283.57, "qqq_benchmark": 118.13, "rebalanced": false }, { "date": "2025-09-29", "cloud_infra": 148.02, "enterprise_saas": 54.35, "ai_native": 296.2, "hardware_semis": 284.19, "qqq_benchmark": 119.14, "rebalanced": false }, { "date": "2025-09-30", "cloud_infra": 146.28, "enterprise_saas": 49.13, "ai_native": 291.07, "hardware_semis": 288.46, "qqq_benchmark": 119.74, "rebalanced": false }, { "date": "2025-10-01", "cloud_infra": 151.0, "enterprise_saas": 46.07, "ai_native": 287.54, "hardware_semis": 297.5, "qqq_benchmark": 120.8, "rebalanced": true }, { "date": "2025-10-02", "cloud_infra": 153.7, "enterprise_saas": 47.84, "ai_native": 293.15, "hardware_semis": 302.08, "qqq_benchmark": 121.7, "rebalanced": false }, { "date": "2025-10-03", "cloud_infra": 151.12, "enterprise_saas": 47.74, "ai_native": 291.35, "hardware_semis": 296.92, "qqq_benchmark": 120.77, "rebalanced": false }, { "date": "2025-10-06", "cloud_infra": 154.14, "enterprise_saas": 49.81, "ai_native": 300.85, "hardware_semis": 311.44, "qqq_benchmark": 122.43, "rebalanced": false }, { "date": "2025-10-07", "cloud_infra": 149.69, "enterprise_saas": 47.28, "ai_native": 299.77, "hardware_semis": 316.7, "qqq_benchmark": 121.26, "rebalanced": false }, { "date": "2025-10-08", "cloud_infra": 156.26, "enterprise_saas": 49.62, "ai_native": 308.95, "hardware_semis": 333.72, "qqq_benchmark": 123.79, "rebalanced": false }, { "date": "2025-10-09", "cloud_infra": 156.57, "enterprise_saas": 49.52, "ai_native": 314.42, "hardware_semis": 330.15, "qqq_benchmark": 123.52, "rebalanced": false }, { "date": "2025-10-10", "cloud_infra": 150.32, "enterprise_saas": 44.44, "ai_native": 293.55, "hardware_semis": 310.43, "qqq_benchmark": 115.76, "rebalanced": false }, { "date": "2025-10-13", "cloud_infra": 154.99, "enterprise_saas": 46.76, "ai_native": 298.18, "hardware_semis": 320.92, "qqq_benchmark": 120.34, "rebalanced": false }, { "date": "2025-10-14", "cloud_infra": 150.18, "enterprise_saas": 46.5, "ai_native": 298.14, "hardware_semis": 313.33, "qqq_benchmark": 118.87, "rebalanced": false }, { "date": "2025-10-15", "cloud_infra": 150.74, "enterprise_saas": 44.95, "ai_native": 300.35, "hardware_semis": 325.64, "qqq_benchmark": 120.42, "rebalanced": false }, { "date": "2025-10-16", "cloud_infra": 148.57, "enterprise_saas": 44.81, "ai_native": 290.81, "hardware_semis": 323.48, "qqq_benchmark": 119.6, "rebalanced": false }, { "date": "2025-10-17", "cloud_infra": 148.95, "enterprise_saas": 45.87, "ai_native": 291.74, "hardware_semis": 324.43, "qqq_benchmark": 121.04, "rebalanced": false }, { "date": "2025-10-20", "cloud_infra": 153.07, "enterprise_saas": 49.55, "ai_native": 297.31, "hardware_semis": 330.1, "qqq_benchmark": 123.83, "rebalanced": false }, { "date": "2025-10-21", "cloud_infra": 154.25, "enterprise_saas": 53.59, "ai_native": 301.79, "hardware_semis": 328.88, "qqq_benchmark": 123.77, "rebalanced": false }, { "date": "2025-10-22", "cloud_infra": 152.42, "enterprise_saas": 50.76, "ai_native": 291.75, "hardware_semis": 323.45, "qqq_benchmark": 121.62, "rebalanced": false }, { "date": "2025-10-23", "cloud_infra": 156.81, "enterprise_saas": 51.61, "ai_native": 298.95, "hardware_semis": 329.66, "qqq_benchmark": 123.48, "rebalanced": false }, { "date": "2025-10-24", "cloud_infra": 160.76, "enterprise_saas": 51.59, "ai_native": 303.73, "hardware_semis": 340.51, "qqq_benchmark": 125.86, "rebalanced": false }, { "date": "2025-10-27", "cloud_infra": 164.27, "enterprise_saas": 52.12, "ai_native": 311.37, "hardware_semis": 350.95, "qqq_benchmark": 129.89, "rebalanced": false }, { "date": "2025-10-28", "cloud_infra": 164.7, "enterprise_saas": 51.22, "ai_native": 307.05, "hardware_semis": 361.16, "qqq_benchmark": 131.65, "rebalanced": false }, { "date": "2025-10-29", "cloud_infra": 163.6, "enterprise_saas": 46.91, "ai_native": 304.15, "hardware_semis": 365.23, "qqq_benchmark": 132.7, "rebalanced": false }, { "date": "2025-10-30", "cloud_infra": 162.29, "enterprise_saas": 48.1, "ai_native": 292.34, "hardware_semis": 358.82, "qqq_benchmark": 129.14, "rebalanced": false }, { "date": "2025-10-31", "cloud_infra": 169.96, "enterprise_saas": 52.36, "ai_native": 297.54, "hardware_semis": 357.89, "qqq_benchmark": 130.25, "rebalanced": false }, { "date": "2025-11-03", "cloud_infra": 171.49, "enterprise_saas": 53.08, "ai_native": 295.24, "hardware_semis": 358.26, "qqq_benchmark": 131.35, "rebalanced": false }, { "date": "2025-11-04", "cloud_infra": 164.09, "enterprise_saas": 47.58, "ai_native": 278.87, "hardware_semis": 343.37, "qqq_benchmark": 126.65, "rebalanced": false }, { "date": "2025-11-05", "cloud_infra": 162.64, "enterprise_saas": 47.43, "ai_native": 284.91, "hardware_semis": 346.35, "qqq_benchmark": 128.13, "rebalanced": false }, { "date": "2025-11-06", "cloud_infra": 163.58, "enterprise_saas": 41.93, "ai_native": 262.46, "hardware_semis": 334.51, "qqq_benchmark": 123.88, "rebalanced": false }, { "date": "2025-11-07", "cloud_infra": 165.2, "enterprise_saas": 43.28, "ai_native": 263.31, "hardware_semis": 332.55, "qqq_benchmark": 123.17, "rebalanced": false }, { "date": "2025-11-10", "cloud_infra": 171.22, "enterprise_saas": 43.47, "ai_native": 270.25, "hardware_semis": 340.48, "qqq_benchmark": 128.11, "rebalanced": false }, { "date": "2025-11-11", "cloud_infra": 171.7, "enterprise_saas": 44.21, "ai_native": 269.99, "hardware_semis": 334.18, "qqq_benchmark": 127.5, "rebalanced": false }, { "date": "2025-11-12", "cloud_infra": 166.12, "enterprise_saas": 44.25, "ai_native": 264.48, "hardware_semis": 342.97, "qqq_benchmark": 127.32, "rebalanced": false }, { "date": "2025-11-13", "cloud_infra": 158.81, "enterprise_saas": 41.76, "ai_native": 254.8, "hardware_semis": 331.78, "qqq_benchmark": 122.68, "rebalanced": false }, { "date": "2025-11-14", "cloud_infra": 158.91, "enterprise_saas": 42.45, "ai_native": 253.25, "hardware_semis": 332.65, "qqq_benchmark": 122.85, "rebalanced": false }, { "date": "2025-11-17", "cloud_infra": 154.41, "enterprise_saas": 37.84, "ai_native": 247.09, "hardware_semis": 322.03, "qqq_benchmark": 120.95, "rebalanced": false }, { "date": "2025-11-18", "cloud_infra": 151.51, "enterprise_saas": 37.89, "ai_native": 244.59, "hardware_semis": 316.52, "qqq_benchmark": 118.26, "rebalanced": false }, { "date": "2025-11-19", "cloud_infra": 151.45, "enterprise_saas": 36.53, "ai_native": 245.3, "hardware_semis": 319.68, "qqq_benchmark": 119.56, "rebalanced": false }, { "date": "2025-11-20", "cloud_infra": 141.84, "enterprise_saas": 34.18, "ai_native": 232.32, "hardware_semis": 305.49, "qqq_benchmark": 114.36, "rebalanced": false }, { "date": "2025-11-21", "cloud_infra": 137.28, "enterprise_saas": 36.4, "ai_native": 238.09, "hardware_semis": 308.88, "qqq_benchmark": 115.97, "rebalanced": false }, { "date": "2025-11-24", "cloud_infra": 141.94, "enterprise_saas": 36.52, "ai_native": 243.4, "hardware_semis": 325.28, "qqq_benchmark": 121.49, "rebalanced": false }, { "date": "2025-11-25", "cloud_infra": 144.77, "enterprise_saas": 39.39, "ai_native": 250.63, "hardware_semis": 322.06, "qqq_benchmark": 122.86, "rebalanced": false }, { "date": "2025-11-26", "cloud_infra": 142.28, "enterprise_saas": 37.3, "ai_native": 254.44, "hardware_semis": 332.32, "qqq_benchmark": 124.83, "rebalanced": false }, { "date": "2025-11-28", "cloud_infra": 144.76, "enterprise_saas": 38.49, "ai_native": 259.27, "hardware_semis": 340.32, "qqq_benchmark": 126.65, "rebalanced": false }, { "date": "2025-12-01", "cloud_infra": 142.94, "enterprise_saas": 38.84, "ai_native": 255.83, "hardware_semis": 338.14, "qqq_benchmark": 125.89, "rebalanced": false }, { "date": "2025-12-02", "cloud_infra": 148.29, "enterprise_saas": 40.0, "ai_native": 259.27, "hardware_semis": 345.27, "qqq_benchmark": 127.66, "rebalanced": false }, { "date": "2025-12-03", "cloud_infra": 150.35, "enterprise_saas": 41.54, "ai_native": 263.61, "hardware_semis": 344.76, "qqq_benchmark": 128.21, "rebalanced": false }, { "date": "2025-12-04", "cloud_infra": 148.19, "enterprise_saas": 42.25, "ai_native": 274.46, "hardware_semis": 342.76, "qqq_benchmark": 128.0, "rebalanced": false }, { "date": "2025-12-05", "cloud_infra": 149.31, "enterprise_saas": 43.39, "ai_native": 283.07, "hardware_semis": 345.66, "qqq_benchmark": 128.93, "rebalanced": false }, { "date": "2025-12-08", "cloud_infra": 149.78, "enterprise_saas": 44.33, "ai_native": 285.29, "hardware_semis": 348.94, "qqq_benchmark": 128.49, "rebalanced": false }, { "date": "2025-12-09", "cloud_infra": 149.77, "enterprise_saas": 45.2, "ai_native": 286.45, "hardware_semis": 349.41, "qqq_benchmark": 128.77, "rebalanced": false }, { "date": "2025-12-10", "cloud_infra": 150.86, "enterprise_saas": 45.48, "ai_native": 286.78, "hardware_semis": 352.52, "qqq_benchmark": 129.71, "rebalanced": false }, { "date": "2025-12-11", "cloud_infra": 147.87, "enterprise_saas": 46.87, "ai_native": 286.07, "hardware_semis": 346.58, "qqq_benchmark": 128.97, "rebalanced": false }, { "date": "2025-12-12", "cloud_infra": 144.22, "enterprise_saas": 46.1, "ai_native": 280.57, "hardware_semis": 326.3, "qqq_benchmark": 124.59, "rebalanced": false }, { "date": "2025-12-15", "cloud_infra": 139.35, "enterprise_saas": 42.25, "ai_native": 272.27, "hardware_semis": 321.61, "qqq_benchmark": 123.46, "rebalanced": false }, { "date": "2025-12-16", "cloud_infra": 140.5, "enterprise_saas": 43.31, "ai_native": 273.53, "hardware_semis": 323.57, "qqq_benchmark": 123.91, "rebalanced": false }, { "date": "2025-12-17", "cloud_infra": 135.34, "enterprise_saas": 43.83, "ai_native": 267.01, "hardware_semis": 308.84, "qqq_benchmark": 119.76, "rebalanced": false }, { "date": "2025-12-18", "cloud_infra": 138.8, "enterprise_saas": 44.64, "ai_native": 271.39, "hardware_semis": 310.41, "qqq_benchmark": 122.94, "rebalanced": false }, { "date": "2025-12-19", "cloud_infra": 141.38, "enterprise_saas": 45.2, "ai_native": 276.91, "hardware_semis": 322.16, "qqq_benchmark": 125.85, "rebalanced": false }, { "date": "2025-12-22", "cloud_infra": 144.68, "enterprise_saas": 46.24, "ai_native": 279.04, "hardware_semis": 322.32, "qqq_benchmark": 126.93, "rebalanced": false }, { "date": "2025-12-23", "cloud_infra": 143.48, "enterprise_saas": 43.71, "ai_native": 274.6, "hardware_semis": 326.2, "qqq_benchmark": 127.99, "rebalanced": false }, { "date": "2025-12-24", "cloud_infra": 143.08, "enterprise_saas": 43.95, "ai_native": 278.0, "hardware_semis": 326.57, "qqq_benchmark": 128.66, "rebalanced": false }, { "date": "2025-12-26", "cloud_infra": 143.92, "enterprise_saas": 44.57, "ai_native": 276.84, "hardware_semis": 328.0, "qqq_benchmark": 128.64, "rebalanced": false }, { "date": "2025-12-29", "cloud_infra": 142.31, "enterprise_saas": 44.5, "ai_native": 274.13, "hardware_semis": 326.72, "qqq_benchmark": 127.54, "rebalanced": false }, { "date": "2025-12-30", "cloud_infra": 141.76, "enterprise_saas": 44.24, "ai_native": 271.58, "hardware_semis": 327.31, "qqq_benchmark": 127.01, "rebalanced": false }, { "date": "2025-12-31", "cloud_infra": 139.0, "enterprise_saas": 43.28, "ai_native": 267.64, "hardware_semis": 323.78, "qqq_benchmark": 125.13, "rebalanced": false }, { "date": "2026-01-02", "cloud_infra": 134.44, "enterprise_saas": 37.29, "ai_native": 261.73, "hardware_semis": 331.78, "qqq_benchmark": 124.7, "rebalanced": true }, { "date": "2026-01-05", "cloud_infra": 137.38, "enterprise_saas": 38.86, "ai_native": 271.29, "hardware_semis": 327.07, "qqq_benchmark": 126.48, "rebalanced": false }, { "date": "2026-01-06", "cloud_infra": 140.96, "enterprise_saas": 40.99, "ai_native": 276.71, "hardware_semis": 324.59, "qqq_benchmark": 128.47, "rebalanced": false }, { "date": "2026-01-07", "cloud_infra": 145.32, "enterprise_saas": 43.35, "ai_native": 277.68, "hardware_semis": 325.07, "qqq_benchmark": 128.69, "rebalanced": false }, { "date": "2026-01-08", "cloud_infra": 139.44, "enterprise_saas": 40.83, "ai_native": 271.58, "hardware_semis": 316.4, "qqq_benchmark": 127.39, "rebalanced": false }, { "date": "2026-01-09", "cloud_infra": 138.94, "enterprise_saas": 39.36, "ai_native": 267.4, "hardware_semis": 325.63, "qqq_benchmark": 129.66, "rebalanced": false }, { "date": "2026-01-12", "cloud_infra": 140.18, "enterprise_saas": 39.42, "ai_native": 267.63, "hardware_semis": 326.54, "qqq_benchmark": 129.85, "rebalanced": false }, { "date": "2026-01-13", "cloud_infra": 137.78, "enterprise_saas": 34.33, "ai_native": 264.67, "hardware_semis": 336.58, "qqq_benchmark": 129.51, "rebalanced": false }, { "date": "2026-01-14", "cloud_infra": 133.07, "enterprise_saas": 30.65, "ai_native": 254.53, "hardware_semis": 334.08, "qqq_benchmark": 127.05, "rebalanced": false }, { "date": "2026-01-15", "cloud_infra": 130.85, "enterprise_saas": 28.41, "ai_native": 252.57, "hardware_semis": 337.46, "qqq_benchmark": 127.87, "rebalanced": false }, { "date": "2026-01-16", "cloud_infra": 131.68, "enterprise_saas": 24.62, "ai_native": 247.74, "hardware_semis": 337.83, "qqq_benchmark": 127.68, "rebalanced": false }, { "date": "2026-01-20", "cloud_infra": 125.21, "enterprise_saas": 22.47, "ai_native": 240.52, "hardware_semis": 325.5, "qqq_benchmark": 122.84, "rebalanced": false }, { "date": "2026-01-21", "cloud_infra": 125.46, "enterprise_saas": 23.08, "ai_native": 240.17, "hardware_semis": 340.12, "qqq_benchmark": 125.86, "rebalanced": false }, { "date": "2026-01-22", "cloud_infra": 130.52, "enterprise_saas": 27.71, "ai_native": 245.36, "hardware_semis": 343.98, "qqq_benchmark": 127.5, "rebalanced": false }, { "date": "2026-01-23", "cloud_infra": 131.13, "enterprise_saas": 28.79, "ai_native": 247.18, "hardware_semis": 333.77, "qqq_benchmark": 128.22, "rebalanced": false }, { "date": "2026-01-26", "cloud_infra": 137.32, "enterprise_saas": 31.54, "ai_native": 247.04, "hardware_semis": 332.88, "qqq_benchmark": 129.22, "rebalanced": false }, { "date": "2026-01-27", "cloud_infra": 139.01, "enterprise_saas": 28.53, "ai_native": 240.82, "hardware_semis": 338.7, "qqq_benchmark": 131.3, "rebalanced": false }, { "date": "2026-01-28", "cloud_infra": 136.92, "enterprise_saas": 28.38, "ai_native": 235.8, "hardware_semis": 348.11, "qqq_benchmark": 132.06, "rebalanced": false }, { "date": "2026-01-29", "cloud_infra": 126.54, "enterprise_saas": 19.58, "ai_native": 233.55, "hardware_semis": 348.33, "qqq_benchmark": 130.67, "rebalanced": false }, { "date": "2026-01-30", "cloud_infra": 124.57, "enterprise_saas": 18.81, "ai_native": 217.79, "hardware_semis": 339.2, "qqq_benchmark": 127.9, "rebalanced": false }, { "date": "2026-02-02", "cloud_infra": 124.8, "enterprise_saas": 18.19, "ai_native": 216.86, "hardware_semis": 350.03, "qqq_benchmark": 129.47, "rebalanced": false }, { "date": "2026-02-03", "cloud_infra": 112.63, "enterprise_saas": 9.3, "ai_native": 197.3, "hardware_semis": 346.36, "qqq_benchmark": 125.94, "rebalanced": false }, { "date": "2026-02-04", "cloud_infra": 109.47, "enterprise_saas": 10.84, "ai_native": 189.05, "hardware_semis": 332.68, "qqq_benchmark": 122.0, "rebalanced": false }, { "date": "2026-02-05", "cloud_infra": 99.46, "enterprise_saas": 6.33, "ai_native": 178.65, "hardware_semis": 326.94, "qqq_benchmark": 118.8, "rebalanced": false }, { "date": "2026-02-06", "cloud_infra": 104.91, "enterprise_saas": 10.16, "ai_native": 186.37, "hardware_semis": 349.47, "qqq_benchmark": 123.43, "rebalanced": false }, { "date": "2026-02-09", "cloud_infra": 111.24, "enterprise_saas": 8.75, "ai_native": 193.43, "hardware_semis": 355.74, "qqq_benchmark": 125.14, "rebalanced": false }, { "date": "2026-02-10", "cloud_infra": 115.89, "enterprise_saas": 8.3, "ai_native": 199.76, "hardware_semis": 351.96, "qqq_benchmark": 124.09, "rebalanced": false }, { "date": "2026-02-11", "cloud_infra": 113.52, "enterprise_saas": 2.81, "ai_native": 183.27, "hardware_semis": 353.43, "qqq_benchmark": 124.69, "rebalanced": false }, { "date": "2026-02-12", "cloud_infra": 109.54, "enterprise_saas": 3.04, "ai_native": 170.21, "hardware_semis": 328.3, "qqq_benchmark": 120.12, "rebalanced": false }, { "date": "2026-02-13", "cloud_infra": 113.98, "enterprise_saas": 4.55, "ai_native": 172.51, "hardware_semis": 329.31, "qqq_benchmark": 120.59, "rebalanced": false }, { "date": "2026-02-17", "cloud_infra": 109.3, "enterprise_saas": 2.53, "ai_native": 172.68, "hardware_semis": 330.58, "qqq_benchmark": 120.37, "rebalanced": false }, { "date": "2026-02-18", "cloud_infra": 109.0, "enterprise_saas": 4.09, "ai_native": 180.14, "hardware_semis": 331.44, "qqq_benchmark": 122.01, "rebalanced": false }, { "date": "2026-02-19", "cloud_infra": 108.88, "enterprise_saas": 2.74, "ai_native": 181.15, "hardware_semis": 331.99, "qqq_benchmark": 121.16, "rebalanced": false }, { "date": "2026-02-20", "cloud_infra": 102.8, "enterprise_saas": 0.83, "ai_native": 182.24, "hardware_semis": 333.81, "qqq_benchmark": 123.12, "rebalanced": false }, { "date": "2026-02-23", "cloud_infra": 88.32, "enterprise_saas": -4.82, "ai_native": 169.81, "hardware_semis": 329.81, "qqq_benchmark": 120.41, "rebalanced": false }, { "date": "2026-02-24", "cloud_infra": 91.68, "enterprise_saas": -2.05, "ai_native": 174.6, "hardware_semis": 340.24, "qqq_benchmark": 122.77, "rebalanced": false }, { "date": "2026-02-25", "cloud_infra": 97.34, "enterprise_saas": 0.05, "ai_native": 181.13, "hardware_semis": 345.81, "qqq_benchmark": 126.0, "rebalanced": false }, { "date": "2026-02-26", "cloud_infra": 103.21, "enterprise_saas": 3.43, "ai_native": 191.78, "hardware_semis": 334.04, "qqq_benchmark": 123.28, "rebalanced": false }, { "date": "2026-02-27", "cloud_infra": 96.99, "enterprise_saas": 1.49, "ai_native": 190.43, "hardware_semis": 342.88, "qqq_benchmark": 122.56, "rebalanced": false }, { "date": "2026-03-02", "cloud_infra": 98.98, "enterprise_saas": 1.77, "ai_native": 192.01, "hardware_semis": 346.4, "qqq_benchmark": 122.85, "rebalanced": false }, { "date": "2026-03-03", "cloud_infra": 97.66, "enterprise_saas": 4.44, "ai_native": 195.33, "hardware_semis": 334.65, "qqq_benchmark": 120.47, "rebalanced": false }, { "date": "2026-03-04", "cloud_infra": 101.02, "enterprise_saas": 4.83, "ai_native": 199.72, "hardware_semis": 345.63, "qqq_benchmark": 123.83, "rebalanced": false }, { "date": "2026-03-05", "cloud_infra": 107.06, "enterprise_saas": 8.51, "ai_native": 206.11, "hardware_semis": 347.02, "qqq_benchmark": 123.15, "rebalanced": false }, { "date": "2026-03-06", "cloud_infra": 108.18, "enterprise_saas": 9.88, "ai_native": 208.52, "hardware_semis": 337.09, "qqq_benchmark": 119.8, "rebalanced": false }, { "date": "2026-03-09", "cloud_infra": 108.98, "enterprise_saas": 8.81, "ai_native": 207.69, "hardware_semis": 346.77, "qqq_benchmark": 122.73, "rebalanced": false }, { "date": "2026-03-10", "cloud_infra": 106.65, "enterprise_saas": 5.21, "ai_native": 200.05, "hardware_semis": 349.08, "qqq_benchmark": 122.74, "rebalanced": false }, { "date": "2026-03-11", "cloud_infra": 108.91, "enterprise_saas": 3.6, "ai_native": 201.54, "hardware_semis": 353.4, "qqq_benchmark": 122.71, "rebalanced": false }, { "date": "2026-03-12", "cloud_infra": 107.27, "enterprise_saas": 1.78, "ai_native": 191.77, "hardware_semis": 344.97, "qqq_benchmark": 118.88, "rebalanced": false }, { "date": "2026-03-13", "cloud_infra": 106.31, "enterprise_saas": 1.56, "ai_native": 191.43, "hardware_semis": 340.49, "qqq_benchmark": 117.59, "rebalanced": false }, { "date": "2026-03-16", "cloud_infra": 107.55, "enterprise_saas": 1.74, "ai_native": 196.93, "hardware_semis": 346.27, "qqq_benchmark": 120.03, "rebalanced": false }, { "date": "2026-03-17", "cloud_infra": 110.18, "enterprise_saas": 2.64, "ai_native": 202.13, "hardware_semis": 341.87, "qqq_benchmark": 121.1, "rebalanced": false }, { "date": "2026-03-18", "cloud_infra": 110.25, "enterprise_saas": 1.21, "ai_native": 197.22, "hardware_semis": 338.72, "qqq_benchmark": 118.02, "rebalanced": false }, { "date": "2026-03-19", "cloud_infra": 109.24, "enterprise_saas": 1.84, "ai_native": 193.41, "hardware_semis": 345.95, "qqq_benchmark": 117.33, "rebalanced": false }, { "date": "2026-03-20", "cloud_infra": 102.88, "enterprise_saas": 0.82, "ai_native": 187.72, "hardware_semis": 337.01, "qqq_benchmark": 113.31, "rebalanced": false }, { "date": "2026-03-23", "cloud_infra": 106.46, "enterprise_saas": 1.89, "ai_native": 195.08, "hardware_semis": 345.8, "qqq_benchmark": 115.76, "rebalanced": false }, { "date": "2026-03-24", "cloud_infra": 96.69, "enterprise_saas": -3.67, "ai_native": 185.55, "hardware_semis": 352.18, "qqq_benchmark": 114.29, "rebalanced": false }, { "date": "2026-03-25", "cloud_infra": 96.22, "enterprise_saas": -4.2, "ai_native": 185.66, "hardware_semis": 366.45, "qqq_benchmark": 115.7, "rebalanced": false }, { "date": "2026-03-26", "cloud_infra": 96.3, "enterprise_saas": -2.92, "ai_native": 180.65, "hardware_semis": 349.75, "qqq_benchmark": 110.55, "rebalanced": false }, { "date": "2026-03-27", "cloud_infra": 88.01, "enterprise_saas": -6.54, "ai_native": 173.85, "hardware_semis": 340.3, "qqq_benchmark": 106.43, "rebalanced": false }, { "date": "2026-03-30", "cloud_infra": 89.96, "enterprise_saas": -4.13, "ai_native": 176.84, "hardware_semis": 327.79, "qqq_benchmark": 104.86, "rebalanced": false }, { "date": "2026-03-31", "cloud_infra": 95.43, "enterprise_saas": -2.49, "ai_native": 187.92, "hardware_semis": 343.23, "qqq_benchmark": 111.79, "rebalanced": false }, { "date": "2026-04-01", "cloud_infra": 95.92, "enterprise_saas": -2.41, "ai_native": 186.22, "hardware_semis": 355.01, "qqq_benchmark": 114.41, "rebalanced": true }, { "date": "2026-04-02", "cloud_infra": 98.31, "enterprise_saas": -1.73, "ai_native": 190.08, "hardware_semis": 364.52, "qqq_benchmark": 114.65, "rebalanced": false }, { "date": "2026-04-06", "cloud_infra": 97.82, "enterprise_saas": -1.94, "ai_native": 189.66, "hardware_semis": 367.44, "qqq_benchmark": 115.95, "rebalanced": false }, { "date": "2026-04-07", "cloud_infra": 99.66, "enterprise_saas": -3.1, "ai_native": 187.01, "hardware_semis": 375.53, "qqq_benchmark": 115.98, "rebalanced": false }, { "date": "2026-04-08", "cloud_infra": 99.68, "enterprise_saas": -6.19, "ai_native": 188.25, "hardware_semis": 398.31, "qqq_benchmark": 122.4, "rebalanced": false }, { "date": "2026-04-09", "cloud_infra": 89.42, "enterprise_saas": -10.7, "ai_native": 180.94, "hardware_semis": 403.16, "qqq_benchmark": 123.91, "rebalanced": false }, { "date": "2026-04-10", "cloud_infra": 82.43, "enterprise_saas": -13.93, "ai_native": 176.5, "hardware_semis": 409.43, "qqq_benchmark": 124.23, "rebalanced": false }, { "date": "2026-04-13", "cloud_infra": 91.9, "enterprise_saas": -9.19, "ai_native": 187.23, "hardware_semis": 419.76, "qqq_benchmark": 126.55, "rebalanced": false }, { "date": "2026-04-14", "cloud_infra": 93.12, "enterprise_saas": -10.29, "ai_native": 191.54, "hardware_semis": 421.76, "qqq_benchmark": 130.66, "rebalanced": false }, { "date": "2026-04-15", "cloud_infra": 101.19, "enterprise_saas": -4.92, "ai_native": 208.15, "hardware_semis": 427.03, "qqq_benchmark": 133.89, "rebalanced": false }, { "date": "2026-04-16", "cloud_infra": 104.98, "enterprise_saas": -4.03, "ai_native": 210.84, "hardware_semis": 444.98, "qqq_benchmark": 135.02, "rebalanced": false }, { "date": "2026-04-17", "cloud_infra": 106.69, "enterprise_saas": -3.92, "ai_native": 215.38, "hardware_semis": 452.93, "qqq_benchmark": 138.09, "rebalanced": false }, { "date": "2026-04-20", "cloud_infra": 108.63, "enterprise_saas": -0.79, "ai_native": 219.99, "hardware_semis": 452.78, "qqq_benchmark": 137.34, "rebalanced": false }, { "date": "2026-04-21", "cloud_infra": 111.01, "enterprise_saas": -0.55, "ai_native": 215.81, "hardware_semis": 459.04, "qqq_benchmark": 136.43, "rebalanced": false }, { "date": "2026-04-22", "cloud_infra": 115.42, "enterprise_saas": 0.62, "ai_native": 219.22, "hardware_semis": 471.34, "qqq_benchmark": 140.39, "rebalanced": false }, { "date": "2026-04-23", "cloud_infra": 105.95, "enterprise_saas": -6.11, "ai_native": 205.58, "hardware_semis": 470.08, "qqq_benchmark": 139.03, "rebalanced": false }, { "date": "2026-04-24", "cloud_infra": 107.89, "enterprise_saas": -3.16, "ai_native": 211.4, "hardware_semis": 505.89, "qqq_benchmark": 143.61, "rebalanced": false }, { "date": "2026-04-27", "cloud_infra": 110.56, "enterprise_saas": -3.83, "ai_native": 209.97, "hardware_semis": 505.83, "qqq_benchmark": 143.73, "rebalanced": false }, { "date": "2026-04-28", "cloud_infra": 109.6, "enterprise_saas": -2.99, "ai_native": 204.77, "hardware_semis": 492.83, "qqq_benchmark": 141.28, "rebalanced": false }, { "date": "2026-04-29", "cloud_infra": 109.49, "enterprise_saas": -2.46, "ai_native": 204.44, "hardware_semis": 508.72, "qqq_benchmark": 142.76, "rebalanced": false }, { "date": "2026-04-30", "cloud_infra": 107.51, "enterprise_saas": -3.01, "ai_native": 203.03, "hardware_semis": 515.15, "qqq_benchmark": 145.02, "rebalanced": false }, { "date": "2026-05-01", "cloud_infra": 114.69, "enterprise_saas": 3.87, "ai_native": 209.8, "hardware_semis": 525.44, "qqq_benchmark": 147.37, "rebalanced": false }, { "date": "2026-05-04", "cloud_infra": 119.25, "enterprise_saas": 5.91, "ai_native": 209.45, "hardware_semis": 516.62, "qqq_benchmark": 146.91, "rebalanced": false }, { "date": "2026-05-05", "cloud_infra": 120.92, "enterprise_saas": 6.15, "ai_native": 197.67, "hardware_semis": 538.82, "qqq_benchmark": 150.11, "rebalanced": false }, { "date": "2026-05-06", "cloud_infra": 120.69, "enterprise_saas": 2.77, "ai_native": 198.04, "hardware_semis": 572.74, "qqq_benchmark": 155.31, "rebalanced": false }, { "date": "2026-05-07", "cloud_infra": 137.48, "enterprise_saas": 6.94, "ai_native": 203.13, "hardware_semis": 562.79, "qqq_benchmark": 155.0, "rebalanced": false }, { "date": "2026-05-08", "cloud_infra": 137.76, "enterprise_saas": 6.37, "ai_native": 201.6, "hardware_semis": 611.38, "qqq_benchmark": 160.98, "rebalanced": false }, { "date": "2026-05-11", "cloud_infra": 135.95, "enterprise_saas": 4.16, "ai_native": 194.88, "hardware_semis": 614.39, "qqq_benchmark": 161.74, "rebalanced": false }, { "date": "2026-05-12", "cloud_infra": 133.99, "enterprise_saas": 0.82, "ai_native": 192.38, "hardware_semis": 601.52, "qqq_benchmark": 159.52, "rebalanced": false }, { "date": "2026-05-13", "cloud_infra": 135.62, "enterprise_saas": -1.64, "ai_native": 186.33, "hardware_semis": 608.38, "qqq_benchmark": 162.26, "rebalanced": false }, { "date": "2026-05-14", "cloud_infra": 139.91, "enterprise_saas": -0.5, "ai_native": 190.86, "hardware_semis": 630.7, "qqq_benchmark": 164.12, "rebalanced": false }, { "date": "2026-05-15", "cloud_infra": 143.69, "enterprise_saas": 3.39, "ai_native": 194.88, "hardware_semis": 610.88, "qqq_benchmark": 160.14, "rebalanced": false }, { "date": "2026-05-18", "cloud_infra": 150.12, "enterprise_saas": 7.0, "ai_native": 198.24, "hardware_semis": 605.26, "qqq_benchmark": 159.02, "rebalanced": false }, { "date": "2026-05-19", "cloud_infra": 149.98, "enterprise_saas": 6.67, "ai_native": 194.32, "hardware_semis": 599.21, "qqq_benchmark": 157.42, "rebalanced": false }, { "date": "2026-05-20", "cloud_infra": 152.91, "enterprise_saas": 6.77, "ai_native": 196.78, "hardware_semis": 621.03, "qqq_benchmark": 161.69, "rebalanced": false }, { "date": "2026-05-21", "cloud_infra": 154.43, "enterprise_saas": 2.8, "ai_native": 196.74, "hardware_semis": 627.07, "qqq_benchmark": 162.18, "rebalanced": false }, { "date": "2026-05-22", "cloud_infra": 159.91, "enterprise_saas": 5.57, "ai_native": 198.56, "hardware_semis": 650.96, "qqq_benchmark": 163.3, "rebalanced": false }, { "date": "2026-05-26", "cloud_infra": 159.43, "enterprise_saas": 3.63, "ai_native": 199.79, "hardware_semis": 665.98, "qqq_benchmark": 167.97, "rebalanced": false }, { "date": "2026-05-27", "cloud_infra": 149.73, "enterprise_saas": 3.03, "ai_native": 200.82, "hardware_semis": 663.65, "qqq_benchmark": 167.67, "rebalanced": false }, { "date": "2026-05-28", "cloud_infra": 165.62, "enterprise_saas": 5.49, "ai_native": 210.91, "hardware_semis": 673.73, "qqq_benchmark": 169.92, "rebalanced": false }, { "date": "2026-05-29", "cloud_infra": 183.41, "enterprise_saas": 14.83, "ai_native": 217.39, "hardware_semis": 708.96, "qqq_benchmark": 170.92, "rebalanced": false }, { "date": "2026-06-01", "cloud_infra": 204.35, "enterprise_saas": 26.47, "ai_native": 229.78, "hardware_semis": 723.99, "qqq_benchmark": 172.54, "rebalanced": false }, { "date": "2026-06-02", "cloud_infra": 198.74, "enterprise_saas": 21.3, "ai_native": 217.55, "hardware_semis": 731.98, "qqq_benchmark": 173.8, "rebalanced": false }, { "date": "2026-06-03", "cloud_infra": 184.86, "enterprise_saas": 15.28, "ai_native": 209.0, "hardware_semis": 730.0, "qqq_benchmark": 173.08, "rebalanced": false }, { "date": "2026-06-04", "cloud_infra": 186.65, "enterprise_saas": 15.49, "ai_native": 211.91, "hardware_semis": 716.1, "qqq_benchmark": 171.76, "rebalanced": false }, { "date": "2026-06-05", "cloud_infra": 173.98, "enterprise_saas": 12.97, "ai_native": 203.72, "hardware_semis": 657.23, "qqq_benchmark": 158.72, "rebalanced": false }, { "date": "2026-06-08", "cloud_infra": 171.79, "enterprise_saas": 11.54, "ai_native": 205.0, "hardware_semis": 681.75, "qqq_benchmark": 162.76, "rebalanced": false }, { "date": "2026-06-09", "cloud_infra": 166.19, "enterprise_saas": 8.95, "ai_native": 201.94, "hardware_semis": 661.73, "qqq_benchmark": 159.73, "rebalanced": false }, { "date": "2026-06-10", "cloud_infra": 163.53, "enterprise_saas": 6.64, "ai_native": 196.93, "hardware_semis": 641.5, "qqq_benchmark": 154.54, "rebalanced": false }, { "date": "2026-06-11", "cloud_infra": 166.69, "enterprise_saas": 4.18, "ai_native": 198.92, "hardware_semis": 676.31, "qqq_benchmark": 163.14, "rebalanced": false }, { "date": "2026-06-12", "cloud_infra": 165.65, "enterprise_saas": 3.81, "ai_native": 198.41, "hardware_semis": 686.75, "qqq_benchmark": 164.69, "rebalanced": false }, { "date": "2026-06-15", "cloud_infra": 171.52, "enterprise_saas": 4.19, "ai_native": 211.12, "hardware_semis": 710.05, "qqq_benchmark": 173.01, "rebalanced": false }, { "date": "2026-06-16", "cloud_infra": 168.3, "enterprise_saas": 2.54, "ai_native": 210.93, "hardware_semis": 683.12, "qqq_benchmark": 167.82, "rebalanced": false }, { "date": "2026-06-17", "cloud_infra": 162.79, "enterprise_saas": -1.57, "ai_native": 200.76, "hardware_semis": 692.34, "qqq_benchmark": 165.12, "rebalanced": false }, { "date": "2026-06-18", "cloud_infra": 162.68, "enterprise_saas": -2.21, "ai_native": 205.5, "hardware_semis": 718.82, "qqq_benchmark": 171.77, "rebalanced": false }, { "date": "2026-06-22", "cloud_infra": 157.21, "enterprise_saas": -4.15, "ai_native": 200.63, "hardware_semis": 725.75, "qqq_benchmark": 171.08, "rebalanced": false }, { "date": "2026-06-23", "cloud_infra": 159.24, "enterprise_saas": -2.81, "ai_native": 199.9, "hardware_semis": 704.34, "qqq_benchmark": 162.16, "rebalanced": false }, { "date": "2026-06-24", "cloud_infra": 155.91, "enterprise_saas": -1.58, "ai_native": 205.02, "hardware_semis": 703.62, "qqq_benchmark": 161.04, "rebalanced": false }, { "date": "2026-06-25", "cloud_infra": 152.65, "enterprise_saas": -4.64, "ai_native": 195.16, "hardware_semis": 690.43, "qqq_benchmark": 163.16, "rebalanced": false }, { "date": "2026-06-26", "cloud_infra": 163.78, "enterprise_saas": 1.12, "ai_native": 208.14, "hardware_semis": 674.1, "qqq_benchmark": 159.54, "rebalanced": false }, { "date": "2026-06-29", "cloud_infra": 172.39, "enterprise_saas": 2.01, "ai_native": 209.28, "hardware_semis": 691.69, "qqq_benchmark": 165.99, "rebalanced": false }, { "date": "2026-06-30", "cloud_infra": 174.92, "enterprise_saas": 1.85, "ai_native": 207.02, "hardware_semis": 719.17, "qqq_benchmark": 170.51, "rebalanced": false }, { "date": "2026-07-01", "cloud_infra": 181.1, "enterprise_saas": 6.39, "ai_native": 220.77, "hardware_semis": 696.36, "qqq_benchmark": 166.39, "rebalanced": true }, { "date": "2026-07-02", "cloud_infra": 179.71, "enterprise_saas": 8.33, "ai_native": 224.95, "hardware_semis": 674.24, "qqq_benchmark": 161.77, "rebalanced": false }, { "date": "2026-07-06", "cloud_infra": 184.04, "enterprise_saas": 8.92, "ai_native": 227.21, "hardware_semis": 695.82, "qqq_benchmark": 165.53, "rebalanced": false }, { "date": "2026-07-07", "cloud_infra": 184.46, "enterprise_saas": 11.33, "ai_native": 230.11, "hardware_semis": 675.89, "qqq_benchmark": 160.61, "rebalanced": false }, { "date": "2026-07-08", "cloud_infra": 181.18, "enterprise_saas": 8.89, "ai_native": 223.72, "hardware_semis": 692.31, "qqq_benchmark": 161.35, "rebalanced": false }, { "date": "2026-07-09", "cloud_infra": 187.04, "enterprise_saas": 11.27, "ai_native": 229.95, "hardware_semis": 714.22, "qqq_benchmark": 165.69, "rebalanced": false }, { "date": "2026-07-10", "cloud_infra": 178.34, "enterprise_saas": 10.55, "ai_native": 230.06, "hardware_semis": 716.85, "qqq_benchmark": 166.51, "rebalanced": false }, { "date": "2026-07-13", "cloud_infra": 180.15, "enterprise_saas": 14.64, "ai_native": 232.93, "hardware_semis": 692.69, "qqq_benchmark": 161.46, "rebalanced": false }, { "date": "2026-07-14", "cloud_infra": 183.28, "enterprise_saas": 12.29, "ai_native": 233.75, "hardware_semis": 711.93, "qqq_benchmark": 164.38, "rebalanced": false }, { "date": "2026-07-15", "cloud_infra": 182.19, "enterprise_saas": 13.3, "ai_native": 240.08, "hardware_semis": 692.72, "qqq_benchmark": 163.66, "rebalanced": false }, { "date": "2026-07-16", "cloud_infra": 179.09, "enterprise_saas": 14.96, "ai_native": 239.29, "hardware_semis": 665.67, "qqq_benchmark": 159.32, "rebalanced": false }, { "date": "2026-07-17", "cloud_infra": 177.43, "enterprise_saas": 14.72, "ai_native": 237.0, "hardware_semis": 662.69, "qqq_benchmark": 155.43, "rebalanced": false }, { "date": "2026-07-20", "cloud_infra": 177.98, "enterprise_saas": 15.43, "ai_native": 239.67, "hardware_semis": 661.61, "qqq_benchmark": 155.7, "rebalanced": false }, { "date": "2026-07-21", "cloud_infra": 173.35, "enterprise_saas": 11.55, "ai_native": 234.63, "hardware_semis": 692.76, "qqq_benchmark": 160.44, "rebalanced": false }, { "date": "2026-07-22", "cloud_infra": 167.82, "enterprise_saas": 6.73, "ai_native": 220.36, "hardware_semis": 706.93, "qqq_benchmark": 159.11, "rebalanced": false }, { "date": "2026-07-23", "cloud_infra": 161.09, "enterprise_saas": 4.09, "ai_native": 213.01, "hardware_semis": 696.98, "qqq_benchmark": 154.19, "rebalanced": false }, { "date": "2026-07-24", "cloud_infra": 162.44, "enterprise_saas": 9.79, "ai_native": 216.66, "hardware_semis": 685.12, "qqq_benchmark": 151.35, "rebalanced": false }, { "date": "2026-07-27", "cloud_infra": 167.19, "enterprise_saas": 15.89, "ai_native": 233.47, "hardware_semis": 672.29, "qqq_benchmark": 150.57, "rebalanced": false }, { "date": "2026-07-28", "cloud_infra": 169.22, "enterprise_saas": 20.77, "ai_native": 244.2, "hardware_semis": 649.47, "qqq_benchmark": 148.14, "rebalanced": false }, { "date": "2026-07-29", "cloud_infra": 172.12, "enterprise_saas": 25.06, "ai_native": 245.59, "hardware_semis": 621.71, "qqq_benchmark": 143.08, "rebalanced": false }, { "date": "2026-07-30", "cloud_infra": 179.81, "enterprise_saas": 20.3, "ai_native": 239.08, "hardware_semis": 663.71, "qqq_benchmark": 151.1, "rebalanced": false }, { "date": "2026-07-31", "cloud_infra": 187.76, "enterprise_saas": 22.22, "ai_native": 237.81, "hardware_semis": 658.58, "qqq_benchmark": 152.73, "rebalanced": false }, { "date": "2026-08-03", "cloud_infra": 198.86, "enterprise_saas": 24.47, "ai_native": 242.69, "hardware_semis": 669.75, "qqq_benchmark": 157.17, "rebalanced": false }, { "date": "2026-08-04", "cloud_infra": 209.25, "enterprise_saas": 28.61, "ai_native": 257.71, "hardware_semis": 717.0, "qqq_benchmark": 165.9, "rebalanced": false }, { "date": "2026-08-05", "cloud_infra": 207.48, "enterprise_saas": 28.97, "ai_native": 260.45, "hardware_semis": 712.29, "qqq_benchmark": 163.5, "rebalanced": false }, { "date": "2026-08-06", "cloud_infra": 201.06, "enterprise_saas": 28.0, "ai_native": 262.58, "hardware_semis": 706.76, "qqq_benchmark": 162.52, "rebalanced": false }, { "date": "2026-08-07", "cloud_infra": 208.87, "enterprise_saas": 36.22, "ai_native": 281.25, "hardware_semis": 717.19, "qqq_benchmark": 165.6, "rebalanced": false }, { "date": "2026-08-10", "cloud_infra": 219.26, "enterprise_saas": 37.85, "ai_native": 287.25, "hardware_semis": 704.67, "qqq_benchmark": 164.81, "rebalanced": false }, { "date": "2026-08-11", "cloud_infra": 216.21, "enterprise_saas": 37.9, "ai_native": 287.58, "hardware_semis": 696.81, "qqq_benchmark": 163.92, "rebalanced": false }, { "date": "2026-08-12", "cloud_infra": 215.93, "enterprise_saas": 35.31, "ai_native": 281.34, "hardware_semis": 719.6, "qqq_benchmark": 165.85, "rebalanced": false }, { "date": "2026-08-13", "cloud_infra": 226.58, "enterprise_saas": 44.5, "ai_native": 296.63, "hardware_semis": 718.68, "qqq_benchmark": 168.92, "rebalanced": false }, { "date": "2026-08-14", "cloud_infra": 220.18, "enterprise_saas": 39.22, "ai_native": 291.72, "hardware_semis": 714.49, "qqq_benchmark": 168.56, "rebalanced": false }, { "date": "2026-08-17", "cloud_infra": 213.36, "enterprise_saas": 34.98, "ai_native": 283.01, "hardware_semis": 712.0, "qqq_benchmark": 168.12, "rebalanced": false }, { "date": "2026-08-18", "cloud_infra": 213.45, "enterprise_saas": 37.78, "ai_native": 285.93, "hardware_semis": 690.7, "qqq_benchmark": 163.57, "rebalanced": false }, { "date": "2026-08-19", "cloud_infra": 211.21, "enterprise_saas": 41.47, "ai_native": 292.71, "hardware_semis": 669.54, "qqq_benchmark": 163.05, "rebalanced": false }, { "date": "2026-08-20", "cloud_infra": 204.04, "enterprise_saas": 41.2, "ai_native": 293.0, "hardware_semis": 666.01, "qqq_benchmark": 161.16, "rebalanced": false }, { "date": "2026-08-21", "cloud_infra": 209.46, "enterprise_saas": 42.0, "ai_native": 297.48, "hardware_semis": 667.3, "qqq_benchmark": 162.08, "rebalanced": false }, { "date": "2026-08-24", "cloud_infra": 203.26, "enterprise_saas": 42.32, "ai_native": 299.13, "hardware_semis": 651.34, "qqq_benchmark": 159.46, "rebalanced": false }, { "date": "2026-08-25", "cloud_infra": 201.08, "enterprise_saas": 40.25, "ai_native": 301.03, "hardware_semis": 663.87, "qqq_benchmark": 161.08, "rebalanced": false }, { "date": "2026-08-26", "cloud_infra": 203.47, "enterprise_saas": 39.34, "ai_native": 299.83, "hardware_semis": 668.58, "qqq_benchmark": 161.32, "rebalanced": false }, { "date": "2026-08-27", "cloud_infra": 222.83, "enterprise_saas": 50.05, "ai_native": 303.46, "hardware_semis": 689.11, "qqq_benchmark": 164.9, "rebalanced": false }, { "date": "2026-08-28", "cloud_infra": 224.6, "enterprise_saas": 51.46, "ai_native": 302.58, "hardware_semis": 673.06, "qqq_benchmark": 163.18, "rebalanced": false }, { "date": "2026-08-31", "cloud_infra": 226.73, "enterprise_saas": 52.25, "ai_native": 296.97, "hardware_semis": 675.96, "qqq_benchmark": 163.3, "rebalanced": false }, { "date": "2026-09-01", "cloud_infra": 213.31, "enterprise_saas": 48.04, "ai_native": 291.01, "hardware_semis": 665.41, "qqq_benchmark": 159.95, "rebalanced": false }, { "date": "2026-09-02", "cloud_infra": 201.82, "enterprise_saas": 47.91, "ai_native": 292.75, "hardware_semis": 685.86, "qqq_benchmark": 160.54, "rebalanced": false }, { "date": "2026-09-03", "cloud_infra": 214.01, "enterprise_saas": 52.23, "ai_native": 301.13, "hardware_semis": 692.37, "qqq_benchmark": 163.63, "rebalanced": false }, { "date": "2026-09-04", "cloud_infra": 209.07, "enterprise_saas": 48.08, "ai_native": 290.56, "hardware_semis": 703.43, "qqq_benchmark": 164.11, "rebalanced": false }, { "date": "2026-09-08", "cloud_infra": 206.0, "enterprise_saas": 41.97, "ai_native": 277.71, "hardware_semis": 722.46, "qqq_benchmark": 163.89, "rebalanced": false }, { "date": "2026-09-09", "cloud_infra": 209.01, "enterprise_saas": 40.5, "ai_native": 271.12, "hardware_semis": 725.87, "qqq_benchmark": 163.13, "rebalanced": false }, { "date": "2026-09-10", "cloud_infra": 207.57, "enterprise_saas": 41.05, "ai_native": 272.68, "hardware_semis": 707.26, "qqq_benchmark": 160.33, "rebalanced": false }, { "date": "2026-09-11", "cloud_infra": 206.81, "enterprise_saas": 41.72, "ai_native": 274.98, "hardware_semis": 734.33, "qqq_benchmark": 162.61, "rebalanced": false }, { "date": "2026-09-14", "cloud_infra": 223.17, "enterprise_saas": 50.2, "ai_native": 287.07, "hardware_semis": 703.89, "qqq_benchmark": 160.51, "rebalanced": false }, { "date": "2026-09-15", "cloud_infra": 222.33, "enterprise_saas": 49.41, "ai_native": 282.62, "hardware_semis": 706.58, "qqq_benchmark": 158.81, "rebalanced": false }, { "date": "2026-09-16", "cloud_infra": 221.09, "enterprise_saas": 47.81, "ai_native": 277.08, "hardware_semis": 716.26, "qqq_benchmark": 158.88, "rebalanced": false }, { "date": "2026-09-17", "cloud_infra": 228.18, "enterprise_saas": 48.09, "ai_native": 275.32, "hardware_semis": 747.78, "qqq_benchmark": 163.36, "rebalanced": false }, { "date": "2026-09-18", "cloud_infra": 222.48, "enterprise_saas": 44.3, "ai_native": 270.64, "hardware_semis": 750.74, "qqq_benchmark": 165.02, "rebalanced": false }, { "date": "2026-09-21", "cloud_infra": 233.45, "enterprise_saas": 45.8, "ai_native": 280.47, "hardware_semis": 787.06, "qqq_benchmark": 172.66, "rebalanced": false }, { "date": "2026-09-22", "cloud_infra": 234.66, "enterprise_saas": 44.03, "ai_native": 279.31, "hardware_semis": 781.18, "qqq_benchmark": 174.86, "rebalanced": false }, { "date": "2026-09-23", "cloud_infra": 237.38, "enterprise_saas": 46.17, "ai_native": 276.51, "hardware_semis": 772.09, "qqq_benchmark": 172.56, "rebalanced": false }, { "date": "2026-09-24", "cloud_infra": 236.36, "enterprise_saas": 44.56, "ai_native": 277.2, "hardware_semis": 774.88, "qqq_benchmark": 172.52, "rebalanced": false }, { "date": "2026-09-25", "cloud_infra": 231.19, "enterprise_saas": 41.62, "ai_native": 276.53, "hardware_semis": 779.86, "qqq_benchmark": 173.77, "rebalanced": false }, { "date": "2026-09-28", "cloud_infra": 227.73, "enterprise_saas": 38.95, "ai_native": 266.08, "hardware_semis": 763.88, "qqq_benchmark": 170.84, "rebalanced": false }, { "date": "2026-09-29", "cloud_infra": 228.65, "enterprise_saas": 38.5, "ai_native": 271.62, "hardware_semis": 760.85, "qqq_benchmark": 171.36, "rebalanced": false }, { "date": "2026-09-30", "cloud_infra": 232.57, "enterprise_saas": 40.92, "ai_native": 271.76, "hardware_semis": 767.31, "qqq_benchmark": 172.04, "rebalanced": false }, { "date": "2026-10-01", "cloud_infra": 234.32, "enterprise_saas": 45.15, "ai_native": 277.82, "hardware_semis": 767.73, "qqq_benchmark": 172.87, "rebalanced": true }, { "date": "2026-10-02", "cloud_infra": 237.0, "enterprise_saas": 43.25, "ai_native": 278.49, "hardware_semis": 786.94, "qqq_benchmark": 175.64, "rebalanced": false }, { "date": "2026-10-05", "cloud_infra": 239.96, "enterprise_saas": 46.2, "ai_native": 287.3, "hardware_semis": 786.58, "qqq_benchmark": 178.08, "rebalanced": false }, { "date": "2026-10-06", "cloud_infra": 244.29, "enterprise_saas": 45.26, "ai_native": 287.54, "hardware_semis": 801.94, "qqq_benchmark": 179.35, "rebalanced": false }, { "date": "2026-10-07", "cloud_infra": 240.32, "enterprise_saas": 45.25, "ai_native": 288.46, "hardware_semis": 802.91, "qqq_benchmark": 178.64, "rebalanced": false }, { "date": "2026-10-08", "cloud_infra": 240.87, "enterprise_saas": 49.36, "ai_native": 291.86, "hardware_semis": 779.3, "qqq_benchmark": 174.91, "rebalanced": false }, { "date": "2026-10-09", "cloud_infra": 255.17, "enterprise_saas": 51.1, "ai_native": 298.66, "hardware_semis": 778.74, "qqq_benchmark": 176.26, "rebalanced": false }, { "date": "2026-10-12", "cloud_infra": 249.69, "enterprise_saas": 50.69, "ai_native": 299.61, "hardware_semis": 764.27, "qqq_benchmark": 174.34, "rebalanced": false }, { "date": "2026-10-13", "cloud_infra": 248.85, "enterprise_saas": 50.27, "ai_native": 298.0, "hardware_semis": 769.39, "qqq_benchmark": 173.43, "rebalanced": false }, { "date": "2026-10-14", "cloud_infra": 235.2, "enterprise_saas": 50.65, "ai_native": 288.19, "hardware_semis": 733.91, "qqq_benchmark": 168.06, "rebalanced": false }, { "date": "2026-10-15", "cloud_infra": 237.02, "enterprise_saas": 57.34, "ai_native": 301.5, "hardware_semis": 713.52, "qqq_benchmark": 167.71, "rebalanced": false }, { "date": "2026-10-16", "cloud_infra": 219.28, "enterprise_saas": 51.39, "ai_native": 286.63, "hardware_semis": 685.53, "qqq_benchmark": 161.01, "rebalanced": false }, { "date": "2026-10-19", "cloud_infra": 225.9, "enterprise_saas": 54.1, "ai_native": 289.33, "hardware_semis": 693.59, "qqq_benchmark": 164.16, "rebalanced": false }, { "date": "2026-10-20", "cloud_infra": 227.62, "enterprise_saas": 59.31, "ai_native": 290.98, "hardware_semis": 692.85, "qqq_benchmark": 163.89, "rebalanced": false }, { "date": "2026-10-21", "cloud_infra": 236.9, "enterprise_saas": 61.09, "ai_native": 291.98, "hardware_semis": 710.31, "qqq_benchmark": 166.68, "rebalanced": false }, { "date": "2026-10-22", "cloud_infra": 230.55, "enterprise_saas": 65.05, "ai_native": 294.28, "hardware_semis": 672.57, "qqq_benchmark": 159.05, "rebalanced": false }, { "date": "2026-10-23", "cloud_infra": 241.51, "enterprise_saas": 66.41, "ai_native": 292.01, "hardware_semis": 677.6, "qqq_benchmark": 159.03, "rebalanced": false } ] }