DDOG+79.56%14.0%
DT-0.20%12.0%
FROG+95.85%11.0%
PANW+92.53%10.0%
CSCO+64.94%9.0%
ESTC+7.34%8.0%
OTEX-21.42%5.0%
PD-26.32%5.0%
ANET+41.58%4.0%
CRWD+82.57%4.0%
MSFT-4.73%4.0%
SAIL-9.07%4.0%
ZS-33.31%4.0%
IBM-2.65%3.0%
NET+49.39%3.0%
As of Aug 24, 2026, 4:53 AM ET
Agentic Utilities '26: Deterministic Telemetry Constituents
Datadog, Inc.DDOG | 14.0% | 1.32% | -4.52% | -4.55% | -12.07% | 73.26% | 110.45% | 131.66% | 100.99% | 77.83% | 79.56% | $83.87B |
Dynatrace, Inc.DT | 12.0% | 0.24% | -0.72% | 18.45% | 11.24% | 13.75% | 37.25% | 1.92% | -1.87% | -23.67% | -0.20% | $14.37B |
JFrog Ltd.FROG | 11.0% | 2.69% | 7.00% | 14.93% | 15.47% | 47.50% | 129.46% | 177.67% | 247.53% | 146.60% | 95.85% | $11.16B |
Palo Alto Networks, Inc.PANW | 10.0% | 2.38% | -6.76% | 10.53% | 7.85% | 94.28% | 140.31% | 106.65% | 104.06% | 476.33% | 92.53% | $291.66B |
Cisco Systems, Inc.CSCO | 9.0% | 1.32% | -7.80% | -2.74% | -4.27% | 44.92% | 39.74% | 80.82% | 122.02% | 111.03% | 64.94% | $437.66B |
Elastic N.V.ESTC | 8.0% | 0.05% | 12.56% | 46.46% | 30.63% | 13.92% | 65.05% | -5.96% | -18.66% | -45.36% | 7.34% | $8.93B |
Open Text CorporationOTEX | 5.0% | 0.26% | 2.86% | 10.26% | -2.66% | -22.58% | 1.83% | -0.26% | -18.39% | -46.53% | -21.42% | $5.99B |
PagerDuty, Inc.PD | 5.0% | 1.65% | 3.79% | 35.68% | 16.45% | -6.03% | 74.50% | -32.71% | -38.92% | -69.19% | -26.32% | $1.12B |
Arista Networks, Inc.ANET | 4.0% | 2.67% | -4.65% | 8.43% | 4.60% | 43.97% | 41.31% | 135.34% | 112.49% | 715.23% | 41.58% | $237.54B |
CrowdStrike Holdings, Inc.CRWD | 4.0% | 0.85% | -13.50% | 4.73% | 0.57% | 63.79% | 106.41% | 106.68% | 182.76% | 212.37% | 82.57% | $195.45B |
Microsoft CorporationMSFT | 4.0% | 0.43% | -4.08% | 26.60% | 3.99% | -0.08% | 23.04% | 26.46% | 16.18% | 63.03% | -4.73% | $3.59T |
SailPoint, Inc.SAIL | 4.0% | 0.70% | -2.20% | 24.68% | 11.15% | -7.86% | 32.20% | -1.64% | -15.27% | -15.27% | -9.07% | $10.57B |
Zscaler, Inc.ZS | 4.0% | 3.88% | 1.79% | 27.70% | 20.20% | -19.20% | 23.64% | -12.22% | -8.87% | -27.54% | -33.31% | $29.39B |
Cloudflare, Inc.NET | 3.0% | 5.07% | -4.53% | 11.79% | 5.05% | 48.65% | 70.20% | 145.14% | 255.80% | 136.06% | 49.39% | $104.05B |
International Business Machines CorporationIBM | 3.0% | 0.85% | -1.15% | 10.03% | 5.38% | -20.43% | -1.89% | -5.72% | 21.94% | 105.61% | -2.65% | $222.04B |
| Theme return | — | 1.48% | -1.07% | 10.96% | 6.71% | 37.56% | 73.78% | 68.80% | 73.45% | 113.12% | 44.86% | — |
| Average | 6.7% | 1.62% | -1.46% | 16.20% | 7.57% | 24.52% | 59.57% | 56.92% | 70.78% | 121.10% | 27.74% | $349.48B |
| Median | 5.0% | 1.32% | -2.20% | 11.79% | 5.38% | 13.92% | 41.31% | 26.46% | 21.94% | 77.83% | 7.34% | $83.87B |
| Std Dev | 3.5% | 1.41% | 6.19% | 13.47% | 10.23% | 36.20% | 43.41% | 68.78% | 95.49% | 207.79% | 44.85% | $874.98B |
| Min | 3.0% | 0.05% | -13.50% | -4.55% | -12.07% | -22.58% | -1.89% | -32.71% | -38.92% | -69.19% | -33.31% | $1.12B |
| Max | 14.0% | 5.07% | 12.56% | 46.46% | 30.63% | 94.28% | 140.31% | 177.67% | 255.80% | 715.23% | 95.85% | $3.59T |
| % Positive Tickers | 100.00% | 33.33% | 86.67% | 80.00% | 60.00% | 93.33% | 60.00% | 60.00% | 60.00% | 53.33% |
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About this theme
Agentic Utilities '26: Deterministic Telemetry tracks 15 publicly listed stocks in this theme. Sample tickers: DDOG, DT, FROG, PANW, CSCO, ESTC, OTEX, PD, ANET, CRWD, MSFT, SAIL, and 3 more. Use the table below for the full list.