Theme · live manifest · live theme JSON
AI '25: Apps & Edge Deployment
24 tickers · $2.64T total market cap
Group: AI
AI's next phase focuses on agentic applications and edge deployment, moving beyond infrastructure to deliver tangible ROI. This involves embedding AI into workflows, leveraging proprietary data, and optimizing hybrid deployment for efficiency. The bull case is more compelling as enterprises move from experimentation to strategic, monetized AI integration, despite acknowledged implementation and adoption hurdles.
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.
Thesis update: 2026-03-23
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 |
|---|---|---|---|---|---|---|---|---|
Meta Platforms, Inc.META | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 7.14% | -8.85% | -6.61% | -1.52% | $1.55T | 4.1667 |
International Business Machines CorporationIBM | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 4.26% | -9.62% | -17.88% | -3.79% | $209.36B | 4.1667 |
AppLovin CorporationAPP | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -14.50% | 4.34% | 20.04% | -4.40% | $165.41B | 4.1667 |
S&P Global Inc.SPGI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -12.03% | -0.92% | 11.89% | -5.26% | $123.55B | 4.1667 |
Intuit Inc.INTU | 02/26/2026 (AMC) | 05/20/2026 (AMC) | 3.70% | — | -2.28% | — | $112.19B | 4.1667 |
ServiceNow, Inc.NOW | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -9.73% | -15.34% | -11.91% | 20.11% | $106.66B | 4.1667 |
EssilorLuxottica S.A.EL.PA | 02/11/2026 (AMC) | — | 2.96% | — | -33.86% | — | $94.05B | 4.1667 |
RELX PlcRELX | 02/12/2026 (BMO) | — | 12.01% | — | 8.11% | — | $60.15B | 4.1667 |
Celestica Inc.CLS | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -18.61% | -11.86% | 50.26% | -6.20% | $39.40B | 4.1667 |
Twilio Inc.TWLO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.35% | 30.11% | 31.03% | 6.88% | $30.00B | 4.1667 |
Fair Isaac CorporationFICO | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -4.10% | 2.93% | -30.94% | 13.66% | $27.41B | 4.1667 |
Veeva Systems Inc.VEEV | 03/04/2026 (AMC) | 06/03/2026 (AMC) | 3.72% | — | -16.70% | — | $26.76B | 4.1667 |
Equifax Inc.EFX | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 8.05% | -9.97% | -1.64% | -9.97% | $19.81B | 4.1667 |
Pinterest, Inc.PINS | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -16.83% | 10.19% | 35.21% | -15.44% | $13.25B | 4.1667 |
Unity Software Inc.U | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -12.75% | 3.23% | 43.09% | -6.96% | $11.70B | 4.1667 |
Guidewire Software, Inc.GWRE | 03/05/2026 (AMC) | 06/02/2026 (AMC) | 4.99% | — | -17.09% | — | $11.66B | 4.1667 |
FactSet Research Systems Inc.FDS | 03/31/2026 (BMO) | 06/25/2026 (BMO) | 9.93% | — | -1.30% | — | $8.17B | 4.1667 |
Clearwater Analytics Holdings, Inc.CWAN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 0.74% | 0.33% | 4.29% | 0.08% | $7.25B | 4.1667 |
Genpact LimitedG | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 7.14% | -3.67% | -14.63% | -2.73% | $5.31B | 4.1667 |
monday.com Ltd.MNDY | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -24.38% | -0.11% | -2.75% | 8.36% | $4.02B | 4.1667 |
Box, Inc.BOX | 03/03/2026 (AMC) | 05/26/2026 (AMC) | 9.11% | — | -2.47% | — | $3.57B | 4.1667 |
Vertex, Inc.VERX | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -16.87% | 17.93% | 2.34% | -11.79% | $2.11B | 4.1667 |
Magnite, Inc.MGNI | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 13.78% | 2.94% | -1.69% | -4.36% | $1.92B | 4.1667 |
ZipRecruiter, Inc.ZIP | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -27.89% | 16.03% | 71.27% | -8.29% | $289.0M | 4.1667 |
| Average | -2.82% | 1.63% | 4.82% | -1.86% | $109.81B | 4.1667 | ||
| Median | 2.66% | 0.33% | -1.66% | -4.36% | $23.29B | 4.1667 | ||
| Std Dev | 12.06% | 11.51% | 25.13% | 8.98% | $305.89B | 0.0% | ||
| Min | -27.89% | -15.34% | -33.86% | -15.44% | $289.0M | 4.1667 | ||
| Max | 13.78% | 30.11% | 71.27% | 20.11% | $1.55T | 4.1667 | ||
| % Positive Tickers | 58.33% | 52.94% | 41.67% | 29.41% |
* 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%.