Theme
Agentic Utilities '26: Last Mile Telephony☆
11 tickers$272.35B market cap
Group: Agentic Utilities
BAND+327.54%16.7%
COIN-37.84%16.7%
CRCL-21.80%16.7%
DOCU-41.26%16.7%
PYPL-44.77%16.7%
TWLO+73.72%16.7%
As of Jun 10, 2026, 10:53 AM ET
Constituents
Build 20260610T150244
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cloudflare, Inc.NET | -5.76% | -7.97% | -17.83% | 12.88% | 24.09% | 5/7/26 (AMC) | 5/7/26 (AMC) | 2.88% | -21.10% | 38.68% | 13.47% | $78.66B | 0.0% |
Coinbase Global, Inc.COIN | 1.91% | -16.17% | -13.22% | -29.92% | -37.84% | 5/7/26 (AMC) | 5/7/26 (AMC) | 16.46% | 1.62% | 17.43% | -21.22% | $41.75B | 16.7% |
PayPal Holdings, Inc.PYPL | -0.94% | -8.22% | -8.82% | -29.44% | -44.77% | 5/5/26 (BMO) | 5/5/26 (BMO) | -4.32% | -8.18% | 16.87% | -11.24% | $36.23B | 16.7% |
Twilio Inc.TWLO | 1.11% | 8.56% | -9.05% | 45.50% | 73.72% | 4/30/26 (AMC) | 4/30/26 (AMC) | 2.35% | 30.11% | 31.03% | 12.88% | $31.41B | 16.7% |
VeriSign, Inc.VRSN | 0.12% | -0.40% | -4.16% | 17.43% | 3.06% | 4/23/26 (AMC) | 4/23/26 (AMC) | -7.60% | -0.23% | 24.00% | 5.59% | $25.87B | 0.0% |
F5, Inc.FFIV | 0.78% | 3.88% | 0.69% | 56.05% | 35.64% | 4/28/26 (AMC) | 4/28/26 (AMC) | 9.29% | 10.22% | 3.93% | 21.39% | $22.47B | 0.0% |
Circle Internet GroupCRCL | 2.12% | -26.71% | -21.10% | 4.44% | -21.80% | 5/11/26 | 5/11/26 | 0.36% | 8.78% | 57.91% | -33.02% | $22.14B | 16.7% |
DocuSign, Inc.DOCU | 0.41% | -13.83% | -20.63% | -33.84% | -41.26% | 6/4/26 (AMC) | 6/4/26 (AMC) | 0.44% | -9.81% | 6.68% | -4.24% | $8.79B | 16.7% |
Fastly, Inc.FSLY | 1.23% | 6.16% | -1.15% | 85.27% | 133.42% | 5/6/26 (AMC) | 5/6/26 (AMC) | 96.13% | -39.74% | 72.89% | -3.28% | $2.95B | 0.0% |
Bandwidth Inc.BAND | 2.30% | -0.24% | -8.57% | 319.51% | 327.54% | 4/30/26 (BMO) | 4/30/26 (BMO) | 3.99% | 85.37% | 143.45% | 44.48% | $2.08B | 16.7% |
—SINCH.ST | — | — | — | — | — | — | — | — | — | — | — | — | 0.0% |
| Average | 0.33% | -5.49% | -10.38% | 44.79% | 45.18% | 12.00% | 5.70% | 41.29% | 2.48% | $27.23B | 9.1% | ||
| Median | 0.95% | -4.18% | -8.93% | 15.16% | 13.58% | 2.61% | 0.69% | 27.52% | 1.15% | $24.17B | 16.7% | ||
| Std Dev | 2.24% | 10.59% | 7.33% | 98.95% | 108.43% | 28.75% | 32.00% | 39.85% | 21.09% | $21.37B | 8.3% | ||
| Min | -5.76% | -26.71% | -21.10% | -33.84% | -44.77% | -7.60% | -39.74% | 3.93% | -33.02% | $2.08B | 0.0% | ||
| Max | 2.30% | 8.56% | 0.69% | 319.51% | 327.54% | 96.13% | 85.37% | 143.45% | 44.48% | $78.66B | 16.7% | ||
| % Positive Tickers | 80.00% | 30.00% | 10.00% | 70.00% | 60.00% | 80.00% | 50.00% | 100.00% | 50.00% |
* 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: Last Mile Telephony tracks 11 publicly listed stocks in this theme: BAND, COIN, CRCL, DOCU, FFIV, FSLY, NET, PYPL, SINCH.ST, TWLO, VRSN. See the constituent table for details.