
COIN-41.69%12.5%

CRCL-34.85%12.5%

GOOG+65.32%12.5%

HOOD-1.09%12.5%

JPM+18.68%12.5%

PYPL-11.47%12.5%

SHOP+5.02%12.5%

V+6.00%12.5%
As of Aug 24, 2026, 4:53 AM ET
Agentic Utilities '26: Agentic Payments Constituents
Alphabet Inc.GOOG | 12.5% | 1.05% | -0.36% | 7.10% | -4.18% | 8.91% | 9.74% | 115.13% | 104.85% | 143.35% | 65.32% | $4.15T |
Circle Internet GroupCRCL | 12.5% | 5.16% | 23.64% | 41.08% | 40.52% | 10.95% | 5.44% | 183.81% | 183.81% | 183.81% | -34.85% | $23.52B |
Coinbase Global, Inc.COIN | 12.5% | 8.20% | 25.51% | 17.82% | 27.51% | -17.53% | 6.05% | 1.93% | -11.78% | -27.15% | -41.69% | $49.20B |
JPMorgan Chase & Co.JPM | 12.5% | 0.01% | -2.89% | -0.46% | -0.06% | 9.11% | 17.08% | 43.90% | 62.87% | 146.78% | 18.68% | $942.06B |
PayPal Holdings, Inc.PYPL | 12.5% | -1.20% | 4.32% | 9.62% | 7.59% | 5.75% | 33.60% | -7.85% | -13.70% | -77.66% | -11.47% | $52.65B |
Robinhood Markets, Inc.HOOD | 12.5% | 13.70% | 14.57% | 13.93% | 24.92% | -4.39% | 42.56% | 153.35% | 411.98% | 138.75% | -1.09% | $97.22B |
Shopify Inc.SHOP | 12.5% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
Visa Inc.V | 12.5% | 1.45% | 2.27% | 4.30% | 1.34% | 5.80% | 15.90% | 7.13% | 39.24% | 62.73% | 6.00% | $692.75B |
| Theme return | — | 3.72% | 8.11% | 9.35% | 15.47% | 8.80% | 25.11% | 69.86% | 106.40% | 100.13% | 9.79% | — |
| Average | 12.5% | 3.72% | 8.11% | 15.58% | 15.63% | 1.41% | 19.25% | 68.21% | 109.16% | 71.42% | 0.74% | $774.82B |
| Median | 12.5% | 1.43% | 3.30% | 11.77% | 16.26% | 5.78% | 16.49% | 46.10% | 79.45% | 100.74% | 1.97% | $145.45B |
| Std Dev | 0.0% | 4.71% | 10.80% | 13.20% | 15.38% | 9.44% | 12.45% | 68.66% | 129.53% | 90.16% | 31.14% | $1.31T |
| Min | 12.5% | -1.20% | -2.89% | -0.46% | -4.18% | -17.53% | 5.44% | -7.85% | -13.70% | -77.66% | -41.69% | $23.52B |
| Max | 12.5% | 13.70% | 25.51% | 41.08% | 40.52% | 10.95% | 42.56% | 183.81% | 411.98% | 183.81% | 65.32% | $4.15T |
| % Positive Tickers | 87.50% | 62.50% | 87.50% | 75.00% | 62.50% | 100.00% | 87.50% | 75.00% | 75.00% | 50.00% |
About this theme
Agentic Utilities '26: Agentic Payments tracks 8 publicly listed stocks in this theme: COIN, CRCL, GOOG, HOOD, JPM, PYPL, SHOP, V. See the constituent table for details.
