Theme
AI '25: Cloud Platform & Software☆
AKAM+15.64%5.9%
AMZN+10.07%5.9%
BASE0.00%5.9%
CFLT+2.48%5.9%
CRWD+124.43%5.9%
CVLT+20.45%5.9%
DDOG+101.34%5.9%
ESTC+26.27%5.9%
FROG+55.70%5.9%
GOOG+9.90%5.9%
IBM-23.50%5.9%
INFA0.00%5.9%
MSFT+8.06%5.9%
NET+73.32%5.9%
PANW+116.34%5.9%
PD+20.52%5.9%
SNOW+56.55%5.9%
As of Oct 9, 2026, 4:27 AM ET
AI '25: Cloud Platform & Software Constituents
Akamai Technologies, Inc.AKAM | 5.9% | -3.55% | -7.42% | -8.89% | -5.64% | 15.64% | 2.55% | 23.61% | 33.64% | -0.42% | -1.26% | $14.67B |
Alphabet Inc.GOOG | 5.9% | -0.72% | 1.68% | 5.02% | 2.96% | 9.90% | 10.73% | 117.08% | 42.38% | 108.60% | 147.40% | $4.19T |
Amazon.com, Inc.AMZN | 5.9% | -2.25% | 3.21% | 0.66% | 2.35% | 10.07% | 20.98% | 29.62% | 11.56% | 39.04% | 54.51% | $2.73T |
Cloudflare, Inc.NET | 5.9% | -0.33% | -3.47% | 8.76% | -2.65% | 73.32% | 98.44% | 185.82% | 54.65% | 318.16% | 144.80% | $121.35B |
Commvault Systems, Inc.CVLT | 5.9% | 0.48% | 1.97% | 14.69% | 2.19% | 20.45% | 77.48% | -9.25% | -14.46% | -5.34% | 104.86% | $6.26B |
Confluent, Inc.CFLT | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 28.70% | 55.81% | -52.02% | $11.08B |
Couchbase, Inc.BASE | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | 0.63% | 55.40% | -25.34% | $1.32B |
CrowdStrike Holdings, Inc.CRWD | 5.9% | -0.92% | 1.45% | 26.57% | -1.16% | 124.43% | 182.82% | 183.19% | 106.63% | 259.05% | 329.40% | $267.81B |
Datadog, Inc.DDOG | 5.9% | 0.91% | 1.90% | 21.54% | -0.96% | 101.34% | 144.55% | 169.20% | 66.88% | 121.31% | 95.13% | $97.46B |
Elastic N.V.ESTC | 5.9% | 2.32% | 8.32% | 10.03% | 3.20% | 26.27% | 82.95% | 4.23% | 16.81% | 24.51% | -38.62% | $9.90B |
Informatica Inc.INFA | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 39.66% | -0.52% | -2.63% | -14.52% | $7.54B |
International Business Machines CorporationIBM | 5.9% | 2.77% | 2.69% | -5.56% | 0.44% | -23.50% | -5.66% | -9.35% | -21.38% | 0.57% | 92.73% | $213.50B |
JFrog Ltd.FROG | 5.9% | -0.92% | 9.50% | 11.37% | -0.35% | 55.70% | 142.22% | 193.10% | 103.24% | 254.93% | 190.73% | $11.78B |
Microsoft CorporationMSFT | 5.9% | -1.35% | 2.63% | 6.30% | 1.91% | 8.06% | 33.07% | 36.76% | 0.04% | 26.27% | 82.18% | $3.88T |
PagerDuty, Inc.PD | 5.9% | 2.80% | 9.12% | 16.35% | 1.41% | 20.52% | 123.80% | -13.71% | -3.36% | -11.78% | -59.96% | $1.44B |
Palo Alto Networks, Inc.PANW | 5.9% | -1.74% | 1.63% | 18.92% | 0.57% | 116.34% | 167.59% | 130.11% | 85.20% | 124.42% | 385.20% | $324.78B |
Snowflake Inc.SNOW | 5.9% | 3.17% | 4.66% | 3.60% | 0.41% | 56.55% | 103.91% | 123.12% | 36.99% | 202.50% | 9.53% | $119.02B |
| Theme return | — | 0.04% | 2.23% | 8.84% | 0.38% | 40.97% | 67.48% | 81.25% | 39.56% | 96.75% | 115.08% | — |
| Average | 5.9% | 0.04% | 2.23% | 7.61% | 0.28% | 36.33% | 69.79% | 75.10% | 32.21% | 92.38% | 84.98% | $706.28B |
| Median | 5.9% | 0.00% | 1.90% | 6.30% | 0.41% | 20.45% | 77.48% | 39.66% | 28.70% | 55.40% | 82.18% | $97.46B |
| Std Dev | 0.0% | 1.83% | 4.11% | 9.46% | 2.11% | 42.79% | 64.27% | 73.36% | 38.59% | 103.02% | 123.74% | $1.37T |
| Min | 5.9% | -3.55% | -7.42% | -8.89% | -5.64% | -23.50% | -5.66% | -13.71% | -21.38% | -11.78% | -59.96% | $1.32B |
| Max | 5.9% | 3.17% | 9.50% | 26.57% | 3.20% | 124.43% | 182.82% | 193.10% | 106.63% | 318.16% | 385.20% | $4.19T |
| % Positive Tickers | 35.29% | 70.59% | 70.59% | 52.94% | 82.35% | 82.35% | 82.35% | 76.47% | 76.47% | 64.71% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort