APP+50.27%4.2%
BOX-13.28%4.2%
CLS+123.37%4.2%
CWAN+10.38%4.2%
EFX-37.11%4.2%
EL.PA-32.94%4.2%
FDS-46.24%4.2%
FICO-19.25%4.2%
G-34.57%4.2%
GWRE-40.01%4.2%
IBM+2.74%4.2%
INTU-63.45%4.2%
META-13.17%4.2%
MGNI-9.51%4.2%
MNDY-72.23%4.2%
NOW-43.79%4.2%
PINS-36.59%4.2%
RELX-40.82%4.2%
SPGI-12.90%4.2%
TWLO+86.33%4.2%
U+5.38%4.2%
VEEV-32.64%4.2%
VERX-64.29%4.2%
ZIP-24.76%4.2%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Apps & Edge Deployment Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Meta Platforms, Inc.META | 4.2% | 2.58% | 4.70% | 12.24% | 3.03% | -4.33% | -2.58% | 8.14% | -13.17% | $1.60T |
International Business Machines CorporationIBM | 4.2% | 0.42% | -2.23% | 6.22% | 3.16% | -0.31% | 22.93% | 18.13% | 2.74% | $277.55B |
AppLovin CorporationAPP | 4.2% | 0.94% | -0.34% | 4.34% | -7.82% | -22.76% | 19.70% | 79.22% | 50.27% | $174.83B |
S&P Global Inc.SPGI | 4.2% | 0.32% | 0.50% | 12.01% | 4.34% | -12.02% | 3.81% | -10.05% | -12.90% | $128.16B |
ServiceNow, Inc.NOW | 4.2% | 1.83% | 0.98% | 8.87% | 2.87% | -28.95% | 0.77% | -33.96% | -43.79% | $112.25B |
EssilorLuxottica S.A.EL.PA | 4.2% | 0.99% | 1.48% | 5.06% | -0.32% | -38.14% | -26.21% | -32.77% | -32.94% | $90.17B |
Intuit Inc.INTU | 4.2% | 1.01% | 0.92% | 2.62% | 2.36% | -58.73% | -33.16% | -55.97% | -63.45% | $74.78B |
RELX PlcRELX | 4.2% | 0.65% | 0.06% | 2.49% | 2.20% | -20.66% | -7.82% | -37.09% | -40.82% | $56.13B |
Celestica Inc.CLS | 4.2% | -0.29% | -1.65% | 3.36% | -1.89% | 20.02% | 27.79% | 330.82% | 123.37% | $40.79B |
Twilio Inc.TWLO | 4.2% | 2.31% | 1.44% | 9.98% | 4.45% | 53.68% | 80.72% | 117.82% | 86.33% | $33.18B |
Veeva Systems Inc.VEEV | 4.2% | 0.73% | 0.81% | 7.65% | 2.97% | -15.02% | 4.23% | -16.26% | -32.64% | $30.82B |
Fair Isaac CorporationFICO | 4.2% | 0.64% | 1.05% | 8.65% | 6.03% | -24.32% | -9.22% | -32.30% | -19.25% | $29.67B |
Equifax Inc.EFX | 4.2% | 0.00% | -0.26% | 5.10% | 2.77% | -23.19% | -20.24% | -32.68% | -37.11% | $20.10B |
Pinterest, Inc.PINS | 4.2% | 0.18% | 0.75% | 3.75% | 3.70% | -12.32% | 32.52% | -27.66% | -36.59% | $15.09B |
Unity Software Inc.U | 4.2% | 3.30% | 4.31% | 8.55% | 1.79% | -30.43% | 68.57% | 46.96% | 5.38% | $13.41B |
Guidewire Software, Inc.GWRE | 4.2% | 0.77% | -0.51% | 11.73% | 5.80% | -32.81% | -7.07% | -29.83% | -40.01% | $11.24B |
FactSet Research Systems Inc.FDS | 4.2% | 1.33% | -2.39% | 3.54% | -1.49% | -16.64% | 11.57% | -46.45% | -46.24% | $8.60B |
Clearwater Analytics Holdings, Inc.CWAN | 4.2% | -0.04% | 0.00% | 0.00% | 0.00% | 1.82% | 5.00% | -8.12% | 10.38% | $7.30B |
Genpact LimitedG | 4.2% | -1.16% | 1.02% | 6.43% | 4.88% | -36.64% | -25.38% | -41.34% | -34.57% | $5.02B |
monday.com Ltd.MNDY | 4.2% | 0.72% | 3.25% | 13.65% | 9.69% | -43.31% | 15.16% | -68.62% | -72.23% | $4.28B |
Box, Inc.BOX | 4.2% | -3.99% | -0.28% | 8.39% | 4.92% | -3.71% | 22.29% | -8.48% | -13.28% | $3.99B |
Magnite, Inc.MGNI | 4.2% | -3.86% | 4.48% | 11.10% | 4.64% | 30.75% | 55.80% | 84.36% | -9.51% | $3.04B |
Vertex, Inc.VERX | 4.2% | 0.98% | 0.63% | 12.28% | 2.24% | -35.90% | -11.60% | -65.42% | -64.29% | $2.07B |
ZipRecruiter, Inc.ZIP | 4.2% | 3.06% | 0.77% | 1.29% | 0.51% | 0.51% | 116.57% | -37.48% | -24.76% | $338.2M |
| Theme return | — | 0.56% | 0.81% | 7.05% | 3.18% | -12.27% | 14.42% | -3.03% | -15.85% | — |
| Average | 4.2% | 0.56% | 0.81% | 7.05% | 2.53% | -14.73% | 14.34% | 4.21% | -14.96% | $114.41B |
| Median | 4.2% | 0.73% | 0.76% | 7.04% | 2.92% | -18.65% | 4.62% | -28.74% | -28.70% | $24.89B |
| Std Dev | 0.0% | 1.69% | 1.83% | 3.85% | 3.30% | 24.31% | 35.25% | 82.70% | 44.87% | $317.19B |
| Min | 4.2% | -3.99% | -2.39% | 0.00% | -7.82% | -58.73% | -33.16% | -68.62% | -72.23% | $338.2M |
| Max | 4.2% | 3.30% | 4.70% | 13.65% | 9.69% | 53.68% | 116.57% | 330.82% | 123.37% | $1.60T |
| % Positive Tickers | 75.00% | 66.67% | 95.83% | 79.17% | 20.83% | 62.50% | 29.17% | 25.00% |
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.