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Agentic Utilities '26: Edge Compute & API Layer
8 tickers · $165.86B total market cap
Group: Agentic Utilities
The 'Agentic Era' is driving an explosion in digital traffic and autonomous workflows, creating a structural demand shift for specialized infrastructure, B2A ecosystem services (payments, comms), and critical governance/security solutions. Investment opportunities lie in these 'Agentic Utilities' enabling the new machine-first internet.
Agentic Utilities '26: Edge Compute & API Layer tracks 8 publicly listed stocks in this theme: AKAM, DOCN, FFIV, FSLY, GTLB, NET, RXT, VRSN. 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 |
|---|---|---|---|---|---|---|---|---|
Cloudflare, Inc.NET | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.88% | -21.10% | 38.68% | 5.40% | $71.31B | 0.0% |
VeriSign, Inc.VRSN | 04/23/2026 | 04/23/2026 | -7.60% | -0.23% | 24.00% | 12.42% | $27.78B | 14.2857 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $21.92B | 14.2857 |
F5, Inc.FFIV | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 9.29% | 10.22% | 3.93% | 16.87% | $21.42B | 14.2857 |
DigitalOcean Holdings, Inc.DOCN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 0.05% | 47.96% | 83.58% | -6.81% | $15.39B | 14.2857 |
GitLab Inc.GTLB | 03/03/2026 (AMC) | 06/09/2026 (AMC) | -4.98% | — | 1.64% | — | $4.24B | 14.2857 |
Fastly, Inc.FSLY | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 96.13% | -39.74% | 72.89% | -16.10% | $2.62B | 14.2857 |
Rackspace Technology, Inc.RXT | 05/07/2026 | 05/07/2026 | -14.47% | 141.85% | 80.51% | -14.48% | $1.19B | 14.2857 |
| Average | 8.40% | 22.86% | 41.14% | -1.00% | $20.73B | 12.5000 | ||
| Median | -2.47% | 10.22% | 31.34% | -4.31% | $18.41B | 14.2857 | ||
| Std Dev | 34.02% | 55.21% | 31.43% | 11.92% | $21.27B | 4.7246 | ||
| Min | -14.47% | -39.74% | 1.64% | -16.10% | $1.19B | 0.0% | ||
| Max | 96.13% | 141.85% | 83.58% | 16.87% | $71.31B | 14.2857 | ||
| % Positive Tickers | 50.00% | 57.14% | 100.00% | 42.86% |
* 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%.