Theme

Agentic Utilities '26: Backbone Infra

8 tickers$745.22B market cap
10D rank#597of 1,032 themes#4of 8 in Agentic Utilities
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As of Aug 24, 2026, 4:53 AM ET

Agentic Utilities '26: Backbone Infra Constituents

A10 Networks, Inc.ATEN
12.5%2.31%-3.86%-23.78%-11.67%48.09%35.62%57.46%99.40%109.95%51.25%$1.88B
Ciena CorporationCIEN
12.5%0.84%2.13%1.24%4.97%69.24%13.50%508.63%600.02%608.54%340.70%$56.03B
Cisco Systems, Inc.CSCO
12.5%1.32%-7.80%-2.74%-4.27%44.92%39.74%80.82%122.02%111.03%64.94%$437.66B
Digital Realty Trust, Inc.DLR
12.5%-1.89%-0.10%-4.25%1.11%23.21%7.57%31.06%30.96%37.63%15.83%$70.52B
Equinix, Inc.EQIX
12.5%-1.59%3.20%-1.74%4.52%39.06%9.35%30.38%32.25%38.74%36.29%$105.12B
Hewlett Packard Enterprise CompanyHPE
12.5%1.04%-1.73%12.06%11.57%122.48%148.91%233.94%186.34%310.25%138.04%$70.78B
VNET Group, Inc.VNET
12.5%1.05%-10.52%-6.80%-6.28%-20.57%-37.66%-17.24%220.00%-58.92%-18.94%$1.88B
Harmonic Inc.HLIT
12.5%0.81%8.91%11.44%7.97%26.09%17.31%28.69%-13.46%27.64%35.69%$1.35B
Theme return0.49%-1.22%-1.86%1.99%49.24%28.03%101.75%161.34%172.38%83.24%
Average12.5%0.49%-1.22%-1.82%0.99%44.07%29.29%119.22%159.69%148.11%82.98%$93.15B
Median12.5%0.94%-0.91%-2.24%2.82%41.99%15.41%44.26%110.71%74.35%43.77%$63.28B
Std Dev0.0%1.36%5.83%10.56%7.33%38.34%50.25%163.01%182.37%200.83%106.12%$135.23B
Min12.5%-1.89%-10.52%-23.78%-11.67%-20.57%-37.66%-17.24%-13.46%-58.92%-18.94%$1.35B
Max12.5%2.31%8.91%12.06%11.57%122.48%148.91%508.63%600.02%608.54%340.70%$437.66B
% Positive Tickers75.00%37.50%37.50%62.50%87.50%87.50%87.50%87.50%87.50%87.50%

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About this theme

Agentic Utilities '26: Backbone Infra tracks 8 publicly listed stocks in this theme: ATEN, CIEN, CSCO, DLR, EQIX, HPE, VNET, HLIT. See the constituent table for details.

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