DDOG+101.34%14.0%
DT+41.02%12.0%
FROG+55.70%11.0%
PANW+116.34%10.0%
CSCO+49.95%9.0%
ESTC+26.27%8.0%
OTEX-27.05%5.0%
PD+20.52%5.0%
ANET+61.01%4.0%
CRWD+124.43%4.0%
MSFT+8.06%4.0%
SAIL-1.04%4.0%
ZS-3.61%4.0%
IBM-23.50%3.0%
NET+73.32%3.0%
As of Oct 9, 2026, 4:27 AM ET
Agentic Utilities '26: Deterministic Telemetry Constituents
Datadog, Inc.DDOG | 14.0% | 0.91% | 1.90% | 21.54% | -0.96% | 101.34% | 144.55% | 169.20% | 66.88% | 121.31% | 95.13% | $97.46B |
Dynatrace, Inc.DT | 12.0% | 2.16% | 5.67% | 20.79% | 3.14% | 41.02% | 70.16% | 26.36% | 24.99% | 14.76% | -14.21% | $17.81B |
JFrog Ltd.FROG | 11.0% | -0.92% | 9.50% | 11.37% | -0.35% | 55.70% | 142.22% | 193.10% | 103.24% | 254.93% | 190.73% | $11.78B |
Palo Alto Networks, Inc.PANW | 10.0% | -1.74% | 1.63% | 18.92% | 0.57% | 116.34% | 167.59% | 130.11% | 85.20% | 124.42% | 385.20% | $324.78B |
Cisco Systems, Inc.CSCO | 9.0% | -2.13% | 8.05% | 4.99% | 6.05% | 49.95% | 44.59% | 87.09% | 64.22% | 119.37% | 130.51% | $452.83B |
Elastic N.V.ESTC | 8.0% | 2.32% | 8.32% | 10.03% | 3.20% | 26.27% | 82.95% | 4.23% | 16.81% | 24.51% | -38.62% | $9.90B |
Open Text CorporationOTEX | 5.0% | 0.43% | 4.59% | 2.79% | 3.75% | -27.05% | -4.05% | -6.03% | -39.11% | -25.15% | -45.22% | $5.64B |
PagerDuty, Inc.PD | 5.0% | 2.80% | 9.12% | 16.35% | 1.41% | 20.52% | 123.80% | -13.71% | -3.36% | -11.78% | -59.96% | $1.44B |
Arista Networks, Inc.ANET | 4.0% | -2.25% | 2.95% | 9.35% | 3.17% | 61.01% | 58.03% | 163.19% | 33.33% | 110.85% | 807.59% | $265.65B |
CrowdStrike Holdings, Inc.CRWD | 4.0% | -0.92% | 1.45% | 26.57% | -1.16% | 124.43% | 182.82% | 183.19% | 106.63% | 259.05% | 329.40% | $267.81B |
Microsoft CorporationMSFT | 4.0% | -1.35% | 2.63% | 6.30% | 1.91% | 8.06% | 33.07% | 36.76% | 0.04% | 26.27% | 82.18% | $3.88T |
SailPoint, Inc.SAIL | 4.0% | 2.25% | -2.67% | 13.88% | -2.72% | -1.04% | 41.99% | 5.65% | -14.08% | -9.00% | -9.00% | $11.36B |
Zscaler, Inc.ZS | 4.0% | 1.53% | 8.74% | 30.53% | 9.07% | -3.61% | 47.50% | 4.72% | -31.22% | 22.54% | -18.69% | $35.06B |
Cloudflare, Inc.NET | 3.0% | -0.33% | -3.47% | 8.76% | -2.65% | 73.32% | 98.44% | 185.82% | 54.65% | 318.16% | 144.80% | $121.35B |
International Business Machines CorporationIBM | 3.0% | 2.77% | 2.69% | -5.56% | 0.44% | -23.50% | -5.66% | -9.35% | -21.38% | 0.57% | 92.73% | $213.50B |
| Theme return | — | 0.31% | 4.73% | 16.10% | 1.69% | 56.74% | 98.02% | 92.34% | 46.83% | 97.89% | 128.43% | — |
| Average | 6.7% | 0.37% | 4.07% | 13.11% | 1.66% | 41.52% | 81.87% | 77.36% | 29.79% | 90.05% | 138.17% | $381.14B |
| Median | 5.0% | 0.43% | 2.95% | 11.37% | 1.41% | 41.02% | 70.16% | 36.76% | 24.99% | 26.27% | 92.73% | $97.46B |
| Std Dev | 3.5% | 1.79% | 3.99% | 9.21% | 3.11% | 46.39% | 57.41% | 80.75% | 46.73% | 106.86% | 220.49% | $945.35B |
| Min | 3.0% | -2.25% | -3.47% | -5.56% | -2.72% | -27.05% | -5.66% | -13.71% | -39.11% | -25.15% | -59.96% | $1.44B |
| Max | 14.0% | 2.80% | 9.50% | 30.53% | 9.07% | 124.43% | 182.82% | 193.10% | 106.63% | 318.16% | 807.59% | $3.88T |
| % Positive Tickers | 53.33% | 86.67% | 93.33% | 66.67% | 73.33% | 86.67% | 80.00% | 66.67% | 80.00% | 60.00% |
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