Theme

Agentic Utilities '26: CDNs

5 tickers$120.42B market cap

Group: Agentic Utilities

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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Cloudflare, Inc.NET
-4.71%-2.35%-12.81%19.77%32.81%5/7/26 (AMC)5/7/26 (AMC)2.88%-21.10%38.68%20.39%$83.46B20.0%
Akamai Technologies, Inc.AKAM
-2.86%-7.84%-10.52%57.95%76.50%5/7/26 (AMC)5/7/26 (AMC)-14.07%21.08%23.91%-6.70%$20.04B20.0%
Lumen Technologies, Inc.LUMN
-5.99%-22.93%-20.09%9.01%101.67%5/5/26 (AMC)5/5/26 (AMC)-26.36%5.14%48.15%-13.66%$8.73B20.0%
Wangsu Science & Technology Co.,Ltd.300017.SHE
1.85%-3.89%-5.42%44.01%40.82%4/15/26 (AMC)4/15/26 (AMC)0.13%2.45%63.61%-24.77%$5.28B20.0%
Fastly, Inc.FSLY
-3.87%4.87%-2.36%83.01%125.00%5/6/26 (AMC)5/6/26 (AMC)96.13%-39.74%72.89%-4.46%$2.92B20.0%
Average-3.12%-6.43%-10.24%42.75%75.36%11.74%-6.43%49.45%-5.84%$24.08B20.0%
Median-3.87%-3.89%-10.52%44.01%76.50%0.13%2.45%48.15%-6.70%$8.73B20.0%
Std Dev2.69%9.22%6.15%26.53%35.10%43.48%21.42%17.43%14.90%$30.27B0.0%
Min-5.99%-22.93%-20.09%9.01%32.81%-26.36%-39.74%23.91%-24.77%$2.92B20.0%
Max1.85%4.87%-2.36%83.01%125.00%96.13%21.08%72.89%20.39%$83.46B20.0%
% Positive Tickers20.00%20.00%0.00%100.00%100.00%60.00%60.00%100.00%20.00%

* 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%.

About this theme

Agentic Utilities '26: CDNs tracks 5 publicly listed stocks in this theme: 300017.SHE, AKAM, FSLY, LUMN, NET. See the constituent table for details.

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