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AI '25: Cloud Platform & Software
17 tickers · $11.55T total market cap
Group: AI
As AI shifts from infrastructure to agentic applications, cloud platforms and software enabling secure, cost-efficient, and deeply integrated AI solutions across hybrid environments are poised for growth. Focus on data, design, distribution, and deployment will drive value as enterprises move AI from pilots to production.
AI '25: Cloud Platform & Software tracks 17 publicly listed stocks in this theme. Sample tickers: AKAM, AMZN, BASE, CFLT, CRWD, CVLT, DDOG, ESTC, FROG, GOOG, IBM, INFA, and 5 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 |
|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -3.07% | 9.91% | 7.49% | 0.78% | $4.75T | 5.8824 |
Microsoft CorporationMSFT | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -10.66% | -5.00% | -1.35% | 2.36% | $3.15T | 5.8824 |
Amazon.com, Inc.AMZN | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -5.55% | 2.06% | 25.07% | -2.16% | $2.85T | 5.8824 |
International Business Machines CorporationIBM | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 4.26% | -9.62% | -17.88% | -3.79% | $209.36B | 5.8824 |
Palo Alto Networks, Inc.PANW | 02/17/2026 (AMC) | 06/02/2026 (AMC) | -7.65% | — | 57.62% | — | $168.71B | 5.8824 |
CrowdStrike Holdings, Inc.CRWD | 03/03/2026 (AMC) | 06/09/2026 (AMC) | 8.88% | — | 51.31% | — | $157.51B | 5.8824 |
Datadog, Inc.DDOG | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 11.68% | 39.28% | 12.86% | 7.49% | $74.33B | 5.8824 |
Cloudflare, Inc.NET | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.88% | -21.10% | 38.68% | 5.40% | $71.31B | 5.8824 |
Snowflake Inc.SNOW | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -0.47% | — | -2.03% | — | $56.78B | 5.8824 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $21.92B | 5.8824 |
Confluent, Inc.CFLT | 02/11/2026 (AMC) | — | 0.16% | — | 1.54% | — | $11.08B | 5.8824 |
JFrog Ltd.FROG | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -3.04% | 31.11% | 10.33% | 0.11% | $8.23B | 5.8824 |
Informatica Inc.INFA | 11/05/2025 (AMC) | — | 0.00% | — | -0.20% | — | $7.54B | 5.8824 |
Elastic N.V.ESTC | 02/26/2026 (AMC) | 05/28/2026 (AMC) | -15.44% | — | 3.17% | — | $5.58B | 5.8824 |
Commvault Systems, Inc.CVLT | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -30.54% | 14.44% | -1.60% | 0.78% | $4.37B | 5.8824 |
Couchbase, Inc.BASE | 09/03/2025 (AMC) | — | 0.08% | — | -2.33% | — | $1.32B | 5.8824 |
PagerDuty, Inc.PD | 03/12/2026 (AMC) | 05/28/2026 (AMC) | -2.75% | — | -2.62% | — | $590.6M | 5.8824 |
| Average | -3.84% | 9.13% | 12.00% | 0.74% | $679.29B | 5.8824 | ||
| Median | -2.75% | 9.91% | 3.17% | 0.78% | $56.78B | 5.8824 | ||
| Std Dev | 9.67% | 18.50% | 20.12% | 3.72% | $1.39T | 0.0% | ||
| Min | -30.54% | -21.10% | -17.88% | -4.31% | $590.6M | 5.8824 | ||
| Max | 11.68% | 39.28% | 57.62% | 7.49% | $4.75T | 5.8824 | ||
| % Positive Tickers | 35.29% | 66.67% | 58.82% | 66.67% |
* 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%.