DDOG+95.65%14.0%
DT-14.32%12.0%
FROG+135.45%11.0%
PANW+76.14%10.0%
CSCO+72.06%9.0%
ESTC-26.73%8.0%
OTEX-18.30%5.0%
PD-33.88%5.0%
ANET+73.76%4.0%
CRWD+62.92%4.0%
MSFT-23.35%4.0%
SAIL-29.02%4.0%
ZS-50.33%4.0%
IBM+2.74%3.0%
NET+51.61%3.0%
As of Jul 10, 2026, 7:14 AM ET
Agentic Utilities '26: Deterministic Telemetry Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Microsoft CorporationMSFT | 4.0% | 0.94% | 0.27% | 4.28% | 0.02% | -20.52% | -2.13% | 0.58% | -23.35% | $2.86T |
Cisco Systems, Inc.CSCO | 9.0% | 0.11% | 3.94% | 0.52% | 1.49% | 54.41% | 48.89% | 92.66% | 72.06% | $466.31B |
International Business Machines CorporationIBM | 3.0% | 0.42% | -2.23% | 6.22% | 3.16% | -0.31% | 22.93% | 18.13% | 2.74% | $277.55B |
Arista Networks, Inc.ANET | 4.0% | 0.01% | 2.01% | 12.55% | 10.85% | 40.95% | 38.34% | 130.40% | 73.76% | $232.56B |
Palo Alto Networks, Inc.PANW | 10.0% | 0.43% | 5.53% | 1.90% | -3.90% | 83.66% | 127.18% | 95.35% | 76.14% | $230.56B |
Cloudflare, Inc.NET | 3.0% | 0.51% | 0.88% | 13.14% | 11.97% | 39.89% | 60.17% | 130.70% | 51.61% | $97.89B |
Datadog, Inc.DDOG | 14.0% | 1.34% | 3.03% | 8.22% | 1.71% | 97.81% | 140.26% | 164.48% | 95.65% | $95.75B |
CrowdStrike Holdings, Inc.CRWD | 4.0% | 0.47% | 3.81% | 6.82% | 2.70% | 69.30% | 113.34% | 113.63% | 62.92% | $50.51B |
Zscaler, Inc.ZS | 4.0% | 0.28% | 2.49% | 6.92% | 0.46% | -34.59% | 0.09% | -28.94% | -50.33% | $23.79B |
Dynatrace, Inc.DT | 12.0% | 1.13% | 3.17% | 2.24% | -0.33% | 4.36% | 25.92% | -6.49% | -14.32% | $13.18B |
JFrog Ltd.FROG | 11.0% | 1.13% | 2.99% | 6.01% | 5.65% | 52.90% | 137.86% | 187.82% | 135.45% | $11.57B |
SailPoint, Inc.SAIL | 4.0% | 3.03% | -1.72% | 8.24% | -3.00% | -26.59% | 5.32% | -21.64% | -29.02% | $8.42B |
Elastic N.V.ESTC | 8.0% | 0.61% | 3.30% | 8.97% | 6.18% | -17.74% | 19.19% | -32.09% | -26.73% | $6.45B |
Open Text CorporationOTEX | 5.0% | 0.44% | 1.77% | 3.98% | 0.53% | -27.90% | -5.17% | -7.12% | -18.30% | $5.57B |
PagerDuty, Inc.PD | 5.0% | 5.88% | 4.18% | 11.51% | 4.29% | -20.21% | 48.16% | -42.87% | -33.88% | $954.1M |
| Theme return | — | 1.08% | 2.84% | 5.94% | 3.40% | 31.20% | 65.74% | 60.99% | 36.26% | — |
| Average | 6.7% | 1.12% | 2.23% | 6.77% | 2.79% | 19.69% | 52.02% | 52.97% | 24.96% | $291.75B |
| Median | 5.0% | 0.51% | 2.99% | 6.82% | 1.71% | 4.36% | 38.34% | 18.13% | 2.74% | $50.51B |
| Std Dev | 3.5% | 1.46% | 2.08% | 3.69% | 4.32% | 43.53% | 50.68% | 77.25% | 56.29% | $697.59B |
| Min | 3.0% | 0.01% | -2.23% | 0.52% | -3.90% | -34.59% | -5.17% | -42.87% | -50.33% | $954.1M |
| Max | 14.0% | 5.88% | 5.53% | 13.14% | 11.97% | 97.81% | 140.26% | 187.82% | 135.45% | $2.86T |
| % Positive Tickers | 100.00% | 86.67% | 100.00% | 80.00% | 53.33% | 86.67% | 60.00% | 53.33% |
About this theme
Agentic Utilities '26: Deterministic Telemetry tracks 15 publicly listed stocks in this theme. Sample tickers: ANET, CRWD, CSCO, DDOG, DT, ESTC, FROG, IBM, MSFT, NET, OTEX, PANW, and 3 more. Use the table below for the full list.