Theme
AI '25: Apps & Edge Deployment☆
APP-53.34%4.2%
BOX+9.93%4.2%
CLS+37.24%4.2%
CWAN+36.82%4.2%
EFX-37.60%4.2%
EL.PA-49.95%4.2%
FDS+1.22%4.2%
FICO-58.60%4.2%
G-13.71%4.2%
GWRE-30.33%4.2%
IBM-21.38%4.2%
INTU-52.88%4.2%
META-1.72%4.2%
MGNI+37.20%4.2%
MNDY-53.36%4.2%
NOW-23.88%4.2%
PINS-35.60%4.2%
RELX-21.95%4.2%
SPGI-12.12%4.2%
TWLO+141.99%4.2%
U+17.79%4.2%
VEEV-4.57%4.2%
VERX-48.84%4.2%
ZIP+1.27%4.2%
As of Oct 9, 2026, 4:27 AM ET
AI '25: Apps & Edge Deployment Constituents
AppLovin CorporationAPP | 4.2% | -0.42% | -9.12% | -8.18% | -0.42% | -58.43% | -35.57% | -3.54% | -53.34% | 95.19% | 224.44% | $94.10B |
Box, Inc.BOX | 4.2% | 1.71% | 15.86% | 5.28% | 4.94% | 21.40% | 54.18% | 15.38% | 9.93% | 13.79% | 42.50% | $5.03B |
Celestica Inc.CLS | 4.2% | -4.05% | 0.00% | 6.87% | -4.44% | 20.61% | 28.42% | 332.94% | 37.24% | 539.97% | 3721.33% | $40.99B |
Clearwater Analytics Holdings, Inc.CWAN | 4.2% | 0.00% | 0.00% | 0.00% | 0.00% | 1.82% | 5.00% | -8.12% | 36.82% | -2.31% | 5.77% | $7.30B |
Equifax Inc.EFX | 4.2% | 2.18% | -0.16% | -13.42% | 4.16% | -32.92% | -30.35% | -41.21% | -37.60% | -49.01% | -42.35% | $17.10B |
EssilorLuxottica S.A.EL.PA | 4.2% | -2.49% | -3.14% | -7.16% | -1.07% | -49.26% | -39.48% | -44.86% | -49.95% | -31.22% | -10.62% | $73.69B |
FactSet Research Systems Inc.FDS | 4.2% | 5.04% | 7.04% | 2.63% | 3.21% | -1.26% | 32.15% | -36.57% | 1.22% | -37.00% | -26.33% | $10.19B |
Fair Isaac CorporationFICO | 4.2% | 3.76% | -15.87% | -28.05% | 6.90% | -58.16% | -49.80% | -62.57% | -58.60% | -64.44% | 76.43% | $15.28B |
Genpact LimitedG | 4.2% | 3.03% | 6.35% | -0.03% | -0.09% | -25.89% | -12.71% | -31.39% | -13.71% | -10.62% | -24.50% | $5.88B |
Guidewire Software, Inc.GWRE | 4.2% | 0.49% | 13.50% | 15.85% | 6.09% | -18.02% | 13.39% | -14.38% | -30.33% | -9.78% | 38.74% | $13.72B |
International Business Machines CorporationIBM | 4.2% | 2.77% | 2.69% | -5.56% | 0.44% | -23.50% | -5.66% | -9.35% | -21.38% | 0.57% | 92.73% | $213.50B |
Intuit Inc.INTU | 4.2% | 2.23% | 12.80% | -3.20% | 7.46% | -54.13% | -25.71% | -51.06% | -52.88% | -50.29% | -41.57% | $83.12B |
Magnite, Inc.MGNI | 4.2% | 0.83% | 8.76% | 7.93% | 0.04% | 56.81% | 86.86% | 121.11% | 37.20% | 108.27% | -9.62% | $3.64B |
Meta Platforms, Inc.META | 4.2% | -0.06% | 0.74% | 10.28% | -0.69% | 9.21% | 11.22% | 23.45% | -1.72% | 21.80% | 119.45% | $1.84T |
monday.com Ltd.MNDY | 4.2% | 6.47% | 12.47% | 9.62% | 10.71% | -39.75% | 22.40% | -66.65% | -53.36% | -67.92% | -73.82% | $3.76B |
Pinterest, Inc.PINS | 4.2% | 1.06% | 11.49% | 12.28% | 5.47% | -20.72% | 19.82% | -34.59% | -35.60% | -37.64% | -60.24% | $13.06B |
RELX PlcRELX | 4.2% | 2.09% | 6.56% | 2.89% | 5.23% | -12.82% | 1.29% | -30.87% | -21.95% | -24.44% | 28.10% | $61.53B |
S&P Global Inc.SPGI | 4.2% | 1.91% | 1.72% | -3.74% | 3.75% | -18.16% | -3.44% | -16.33% | -12.12% | -16.74% | 3.11% | $118.72B |
ServiceNow, Inc.NOW | 4.2% | 1.36% | 6.31% | 6.59% | 1.44% | -8.77% | 29.39% | -15.20% | -23.88% | -24.21% | 13.14% | $144.48B |
Twilio Inc.TWLO | 4.2% | 1.01% | -3.91% | 21.38% | -8.46% | 93.88% | 127.98% | 174.78% | 141.99% | 307.10% | -13.98% | $41.85B |
Unity Software Inc.U | 4.2% | 0.99% | 15.13% | 7.87% | 5.23% | 3.89% | 151.73% | 119.46% | 17.79% | 116.56% | -66.31% | $20.03B |
Veeva Systems Inc.VEEV | 4.2% | 0.83% | 1.74% | 9.22% | 1.03% | 27.60% | 56.50% | 25.73% | -4.57% | 39.33% | -0.58% | $46.27B |
Vertex, Inc.VERX | 4.2% | 3.57% | 15.46% | 3.23% | 3.82% | -36.05% | -11.81% | -65.51% | -48.84% | -69.01% | -33.04% | $2.07B |
ZipRecruiter, Inc.ZIP | 4.2% | 4.46% | 14.37% | 7.86% | 11.80% | 2.05% | 119.89% | -36.52% | 1.27% | -58.58% | -85.98% | $343.3M |
| Theme return | — | 1.62% | 5.03% | 0.66% | 2.08% | -8.33% | 19.57% | 1.33% | -9.38% | 12.13% | 53.08% | — |
| Average | 4.2% | 1.62% | 5.03% | 2.52% | 2.77% | -9.19% | 22.74% | 10.17% | -9.85% | 28.72% | 161.53% | $119.67B |
| Median | 4.2% | 1.54% | 6.33% | 4.26% | 3.48% | -15.42% | 12.31% | -15.76% | -17.55% | -13.68% | -5.10% | $18.57B |
| Std Dev | 0.0% | 2.22% | 8.10% | 10.13% | 4.43% | 35.61% | 52.52% | 90.13% | 43.13% | 133.85% | 745.34% | $361.80B |
| Min | 4.2% | -4.05% | -15.87% | -28.05% | -8.46% | -58.43% | -49.80% | -66.65% | -58.60% | -69.01% | -85.98% | $343.3M |
| Max | 4.2% | 6.47% | 15.86% | 21.38% | 11.80% | 93.88% | 151.73% | 332.94% | 141.99% | 539.97% | 3721.33% | $1.84T |
| % Positive Tickers | 79.17% | 70.83% | 62.50% | 70.83% | 37.50% | 62.50% | 29.17% | 33.33% | 37.50% | 45.83% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort