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Agentic Utilities '26: Business-to-Agent Ecosystem
6 tickers · $158.70B total market cap
Group: Agentic Utilities
The 'Agentic Era' is driving a structural shift in digital infrastructure and creating a new Business-to-Agent (B2A) ecosystem. Companies providing essential infrastructure, specialized services, and governance solutions for autonomous AI agents are poised for significant growth as token consumption and machine-to-machine traffic explode, with the global AI agents market projected to exceed $10.9 billion in 2026.
Agentic Utilities '26: Business-to-Agent Ecosystem tracks 6 publicly listed stocks in this theme: BAND, COIN, CRCL, DOCU, PYPL, TWLO. See the constituent table for details.
Thesis update: 2026-03-31
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Coinbase Global, Inc.COIN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 16.46% | 1.62% | 17.43% | -3.83% | $49.91B | 16.6667 |
PayPal Holdings, Inc.PYPL | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -4.32% | -8.18% | 16.87% | -5.27% | $39.93B | 16.6667 |
Twilio Inc.TWLO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.35% | 30.11% | 31.03% | 6.88% | $30.00B | 16.6667 |
Circle Internet GroupCRCL | 05/11/2026 | 05/11/2026 | 0.36% | 8.78% | 57.91% | -10.21% | $27.54B | 16.6667 |
DocuSign, Inc.DOCU | 03/17/2026 (AMC) | 06/04/2026 (AMC) | 0.44% | — | 1.06% | — | $9.52B | 16.6667 |
Bandwidth Inc.BAND | 04/30/2026 | 04/30/2026 | 3.99% | 85.37% | 143.45% | 20.11% | $1.79B | 16.6667 |
| Average | 3.21% | 23.54% | 44.63% | 1.53% | $26.45B | 16.6667 | ||
| Median | 1.39% | 8.78% | 24.23% | -3.83% | $28.77B | 16.6667 | ||
| Std Dev | 6.45% | 33.38% | 47.50% | 10.83% | $16.54B | 0.0% | ||
| Min | -4.32% | -8.18% | 1.06% | -10.21% | $1.79B | 16.6667 | ||
| Max | 16.46% | 85.37% | 143.45% | 20.11% | $49.91B | 16.6667 | ||
| % Positive Tickers | 83.33% | 80.00% | 100.00% | 40.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.