APP-30.77%4.2%
BOX+3.49%4.2%
CLS+56.97%4.2%
CWAN+17.79%4.2%
EFX-24.46%4.2%
EL.PA-40.15%4.2%
FDS-21.41%4.2%
FICO-17.18%4.2%
G-18.03%4.2%
GWRE-11.59%4.2%
IBM-2.65%4.2%
INTU-44.62%4.2%
META-27.15%4.2%
MGNI-2.73%4.2%
MNDY-49.00%4.2%
NOW-27.56%4.2%
PINS-34.29%4.2%
RELX-25.87%4.2%
SPGI-17.42%4.2%
TWLO+111.79%4.2%
U+19.84%4.2%
VEEV-14.77%4.2%
VERX-47.89%4.2%
ZIP-16.80%4.2%
As of Aug 24, 2026, 4:53 AM ET
AI '25: Apps & Edge Deployment Constituents
AppLovin CorporationAPP | 4.2% | -0.97% | -4.05% | -21.99% | -22.77% | -54.62% | -29.67% | 5.30% | 238.99% | 327.29% | -30.77% | $102.72B |
Box, Inc.BOX | 4.2% | 0.03% | 0.24% | 13.44% | 4.31% | 10.03% | 39.75% | 4.58% | 15.60% | 30.54% | 3.49% | $4.56B |
Celestica Inc.CLS | 4.2% | -1.80% | -4.46% | -2.86% | -10.53% | 0.32% | 6.81% | 260.11% | 458.05% | 3220.83% | 56.97% | $34.10B |
Clearwater Analytics Holdings, Inc.CWAN | 4.2% | 0.00% | 0.00% | 0.00% | 0.00% | 1.82% | 5.00% | -8.12% | -0.28% | 36.44% | 17.79% | $7.30B |
Equifax Inc.EFX | 4.2% | 0.11% | 5.86% | 11.64% | 11.59% | -11.23% | -7.82% | -22.20% | -35.97% | -23.94% | -24.46% | $22.63B |
EssilorLuxottica S.A.EL.PA | 4.2% | 1.24% | -3.85% | 2.55% | 0.78% | -39.90% | -28.31% | -34.68% | -20.75% | 5.15% | -40.15% | $87.61B |
FactSet Research Systems Inc.FDS | 4.2% | -0.05% | 5.99% | 17.91% | 13.95% | 3.35% | 38.33% | -33.61% | -26.16% | -15.44% | -21.41% | $10.67B |
Fair Isaac CorporationFICO | 4.2% | 1.99% | 12.95% | -5.23% | 4.43% | -30.64% | -16.79% | -37.95% | -32.81% | 161.51% | -17.18% | $25.33B |
Genpact LimitedG | 4.2% | 0.57% | 9.36% | 18.81% | 5.60% | -20.61% | -6.50% | -26.50% | -4.34% | -25.10% | -18.03% | $6.30B |
Guidewire Software, Inc.GWRE | 4.2% | 4.07% | 7.10% | 36.87% | 24.52% | -5.88% | 30.19% | -1.69% | 29.74% | 64.03% | -11.59% | $15.75B |
International Business Machines CorporationIBM | 4.2% | 0.85% | -1.15% | 10.03% | 5.38% | -20.43% | -1.89% | -5.72% | 21.94% | 105.61% | -2.65% | $222.04B |
Intuit Inc.INTU | 4.2% | 1.42% | 9.08% | 23.85% | 16.11% | -44.60% | -10.28% | -40.89% | -40.59% | -32.08% | -44.62% | $100.39B |
Magnite, Inc.MGNI | 4.2% | 0.64% | -3.29% | 26.96% | 21.76% | 44.79% | 72.54% | 104.17% | 65.96% | -11.85% | -2.73% | $3.37B |
Meta Platforms, Inc.META | 4.2% | 0.75% | -8.22% | -7.61% | -1.22% | -16.69% | -15.16% | -5.83% | 4.42% | 52.05% | -27.15% | $1.40T |
monday.com Ltd.MNDY | 4.2% | -0.62% | 3.73% | 17.18% | 4.11% | -38.51% | 24.90% | -65.97% | -65.56% | -76.74% | -49.00% | $3.84B |
Pinterest, Inc.PINS | 4.2% | 0.73% | -1.47% | 5.74% | -2.54% | -9.62% | 36.60% | -25.43% | -27.64% | -57.24% | -34.29% | $14.89B |
RELX PlcRELX | 4.2% | 1.50% | 1.53% | 4.36% | 1.38% | -11.16% | 3.22% | -29.56% | -22.34% | 26.68% | -25.87% | $62.70B |
S&P Global Inc.SPGI | 4.2% | -0.20% | 5.53% | 1.15% | 4.70% | -12.36% | 3.41% | -10.39% | -7.50% | 8.28% | -17.42% | $127.14B |
ServiceNow, Inc.NOW | 4.2% | -0.98% | 0.74% | 30.07% | 15.51% | -16.13% | 18.95% | -22.04% | -22.44% | 3.71% | -27.56% | $132.83B |
Twilio Inc.TWLO | 4.2% | 2.46% | -11.97% | 17.67% | 14.16% | 58.39% | 86.26% | 124.49% | 270.80% | -35.47% | 111.79% | $34.19B |
Unity Software Inc.U | 4.2% | 0.84% | 6.98% | 63.98% | 48.00% | 6.25% | 157.43% | 124.44% | 162.47% | -62.54% | 19.84% | $20.49B |
Veeva Systems Inc.VEEV | 4.2% | -1.05% | 4.78% | 33.11% | 21.65% | 11.05% | 36.20% | 9.43% | 24.42% | -23.12% | -14.77% | $40.27B |
Vertex, Inc.VERX | 4.2% | -0.81% | 10.14% | 13.48% | 4.34% | -32.55% | -6.98% | -63.61% | -63.65% | -31.31% | -47.89% | $2.19B |
ZipRecruiter, Inc.ZIP | 4.2% | -18.57% | -14.43% | 7.95% | 6.85% | 7.95% | 132.60% | -32.85% | -54.88% | -83.81% | -16.80% | $363.2M |
| Theme return | — | -0.33% | 1.30% | 11.60% | 8.01% | -5.73% | 22.95% | 4.20% | 25.12% | 60.24% | -3.80% | — |
| Average | 4.2% | -0.33% | 1.30% | 13.29% | 8.00% | -9.21% | 23.70% | 6.90% | 36.14% | 148.48% | -11.02% | $103.44B |
| Median | 4.2% | 0.34% | 1.14% | 12.54% | 5.04% | -11.19% | 5.90% | -16.21% | -5.92% | -4.07% | -17.73% | $23.98B |
| Std Dev | 0.0% | 4.01% | 6.84% | 17.18% | 13.20% | 25.56% | 46.43% | 72.70% | 122.51% | 646.28% | 34.62% | $275.93B |
| Min | 4.2% | -18.57% | -14.43% | -21.99% | -22.77% | -54.62% | -29.67% | -65.97% | -65.56% | -83.81% | -49.00% | $363.2M |
| Max | 4.2% | 4.07% | 12.95% | 63.98% | 48.00% | 58.39% | 157.43% | 260.11% | 458.05% | 3220.83% | 111.79% | $1.40T |
| % Positive Tickers | 58.33% | 58.33% | 79.17% | 79.17% | 37.50% | 62.50% | 29.17% | 41.67% | 50.00% | 20.83% |
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About this theme
AI '25: Apps & Edge Deployment tracks 24 publicly listed stocks in this theme. Sample tickers: APP, BOX, CLS, CWAN, EFX, EL.PA, FDS, FICO, G, GWRE, IBM, INTU, and 12 more. Use the table below for the full list.