Theme
AI '25: Adoption & Deployment☆
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

PLTR+10.69%11.0%

DDOG+98.29%9.0%

NOW+3.77%8.0%

MSFT+8.45%7.0%

SNOW+48.35%7.0%

CRWD+119.79%6.0%

NET+65.22%6.0%

PANW+106.60%6.0%

CFLT+2.48%5.0%

DT+47.83%5.0%

ESTC+35.78%5.0%

IBM-14.40%4.0%

MDB-11.58%4.0%

ORCL-35.27%4.0%

AMZN+7.44%3.0%

GOOGL+2.30%3.0%

ACN-7.06%2.0%

CAP.PA-16.76%2.0%

FFIV+78.41%2.0%

ZS+13.44%1.0%
As of Oct 26, 2026, 7:05 AM ET