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Index
AR/VR & Spatial Computing Index
official“An index of public companies investing in spatial computing — headsets, AR optics, world-model AI, and the silicon enabling immersive interfaces.”
built · 2026-04-30 21:38·rebalance · quarterly·next run · 2026-07-30
creator narrative
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backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 22%Rationale
METAMeta PlatformsCommunication Services22.00%Quest VR headsets + Ray-Ban Meta AI smart glasses.AAPLAppleTechnology18.00%Vision Pro launch and visionOS ecosystem build-out.MSFTMicrosoftTechnology10.00%HoloLens defence contracts and mixed-reality stack.GOOGLAlphabetCommunication Services10.00%Android XR platform with Samsung partnership.SONYSony GroupCommunication Services8.00%PlayStation VR2 and image-sensor leader for headsets.UUnity SoftwareTechnology7.00%Real-time 3D engine for AR/VR development.SNAPSnapCommunication Services7.00%Snap Spectacles AR glasses and Lens platform.QCOMQualcommTechnology7.00%Snapdragon XR platforms powering most VR/AR headsets.NVDANVIDIATechnology6.00%Omniverse and Cosmos for immersive simulations.VUZIVuzixTechnology5.00%Enterprise smart glasses with optics IP.
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weighting · market_cap · cap=22%
rebalance · quarterly