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AI '25: AI-Ready Design
16 tickers · $729.66B total market cap
Group: AI
The AI '25: Design subtheme focuses on platforms (e.g., CRM, WDAY, PEGA) embedding agentic AI directly into workflows, making enterprise software smarter, contextual, and invisible. In Phase 2, value accrues not to the smartest model, but to software that integrates AI at the point of action, with rich feedback loops and low latency decisioning—turning intelligence into productivity at scale
AI '25: AI-Ready Design tracks 16 publicly listed stocks in this theme. Sample tickers: ADBE, ADP, APP, APPN, CRM, GTLB, HOOD, HUBS, KVYO, MNDY, PEGA, PINS, and 4 more. Use the table below for the full list.
Thesis update: 2025-04-29
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 |
|---|---|---|---|---|---|---|---|---|
Salesforce, Inc.CRM | 02/25/2026 (AMC) | 05/27/2026 (AMC) | 1.59% | — | -10.05% | — | $170.50B | 6.2500 |
AppLovin CorporationAPP | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -14.50% | 4.34% | 20.04% | -4.40% | $165.41B | 6.2500 |
Adobe Inc.ADBE | 03/12/2026 (AMC) | 06/11/2026 (AMC) | -7.58% | — | 2.27% | — | $103.33B | 6.2500 |
Automatic Data Processing, Inc.ADP | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -3.36% | 6.41% | -19.03% | 4.01% | $89.12B | 6.2500 |
Robinhood Markets, Inc.HOOD | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -16.92% | -15.19% | 15.40% | 4.16% | $69.47B | 6.2500 |
Workday, Inc.WDAY | 02/24/2026 (AMC) | 05/21/2026 (AMC) | 6.82% | — | -2.86% | — | $34.17B | 6.2500 |
Twilio Inc.TWLO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.35% | 30.11% | 31.03% | 6.88% | $30.00B | 6.2500 |
Atlassian CorporationTEAM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -3.75% | 26.09% | -27.59% | -2.54% | $23.49B | 6.2500 |
Pinterest, Inc.PINS | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -16.83% | 10.19% | 35.21% | -15.44% | $13.25B | 6.2500 |
HubSpot, Inc.HUBS | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 16.49% | -16.08% | -0.05% | 5.50% | $10.68B | 6.2500 |
Pegasystems Inc.PEGA | 04/21/2026 (AMC) | 04/21/2026 (AMC) | -5.67% | -14.43% | -3.20% | -10.62% | $5.71B | 6.2500 |
Klaviyo, Inc.KVYO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -12.36% | -29.64% | 26.04% | -7.02% | $4.42B | 6.2500 |
GitLab Inc.GTLB | 03/03/2026 (AMC) | 06/09/2026 (AMC) | -4.98% | — | 1.64% | — | $4.24B | 6.2500 |
monday.com Ltd.MNDY | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -24.38% | -0.11% | -2.75% | 8.36% | $4.02B | 6.2500 |
Appian CorporationAPPN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.44% | -5.44% | -5.49% | -0.96% | $1.56B | 6.2500 |
ZipRecruiter, Inc.ZIP | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -27.89% | 16.03% | 71.27% | -8.29% | $289.0M | 6.2500 |
| Average | -6.78% | 1.02% | 8.24% | -1.70% | $45.60B | 6.2500 | ||
| Median | -5.33% | 2.12% | 0.79% | -1.75% | $18.37B | 6.2500 | ||
| Std Dev | 11.29% | 17.32% | 23.45% | 7.31% | $55.68B | 0.0% | ||
| Min | -27.89% | -29.64% | -27.59% | -15.44% | $289.0M | 6.2500 | ||
| Max | 16.49% | 30.11% | 71.27% | 8.36% | $170.50B | 6.2500 | ||
| % Positive Tickers | 31.25% | 50.00% | 50.00% | 41.67% |
* 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%.