AKAM+63.04%5.9%
AMZN+11.15%5.9%
BASE-2.13%5.9%
CFLT+26.49%5.9%
CRWD+62.92%5.9%
CVLT-10.96%5.9%
DDOG+95.65%5.9%
ESTC-26.73%5.9%
FROG+135.45%5.9%
GOOG+99.35%5.9%
IBM+2.74%5.9%
INFA+2.02%5.9%
MSFT-23.35%5.9%
NET+51.61%5.9%
PANW+76.14%5.9%
PD-33.88%5.9%
SNOW+24.75%5.9%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Cloud Platform & Software Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 5.9% | 0.33% | -0.69% | 1.41% | -0.46% | 13.52% | 14.39% | 124.25% | 99.35% | $4.35T |
Microsoft CorporationMSFT | 5.9% | 0.94% | 0.27% | 4.28% | 0.02% | -20.52% | -2.13% | 0.58% | -23.35% | $2.86T |
Amazon.com, Inc.AMZN | 5.9% | 0.36% | 1.40% | 2.87% | 2.21% | 7.03% | 17.64% | 26.03% | 11.15% | $2.66T |
International Business Machines CorporationIBM | 5.9% | 0.42% | -2.23% | 6.22% | 3.16% | -0.31% | 22.93% | 18.13% | 2.74% | $277.55B |
Palo Alto Networks, Inc.PANW | 5.9% | 0.43% | 5.53% | 1.90% | -3.90% | 83.66% | 127.18% | 95.35% | 76.14% | $230.56B |
Cloudflare, Inc.NET | 5.9% | 0.51% | 0.88% | 13.14% | 11.97% | 39.89% | 60.17% | 130.70% | 51.61% | $97.89B |
Datadog, Inc.DDOG | 5.9% | 1.34% | 3.03% | 8.22% | 1.71% | 97.81% | 140.26% | 164.48% | 95.65% | $95.75B |
Snowflake Inc.SNOW | 5.9% | 0.69% | 2.37% | 6.29% | 2.41% | 21.94% | 58.83% | 73.80% | 24.75% | $92.71B |
CrowdStrike Holdings, Inc.CRWD | 5.9% | 0.47% | 3.81% | 6.82% | 2.70% | 69.30% | 113.34% | 113.63% | 62.92% | $50.51B |
Akamai Technologies, Inc.AKAM | 5.9% | 0.70% | 2.33% | 13.81% | 14.81% | 48.45% | 31.64% | 58.67% | 63.04% | $18.83B |
JFrog Ltd.FROG | 5.9% | 1.13% | 2.99% | 6.01% | 5.65% | 52.90% | 137.86% | 187.82% | 135.45% | $11.57B |
Confluent, Inc.CFLT | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 26.49% | $11.08B |
Informatica Inc.INFA | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 39.66% | 2.02% | $7.54B |
Elastic N.V.ESTC | 5.9% | 0.61% | 3.30% | 8.97% | 6.18% | -17.74% | 19.19% | -32.09% | -26.73% | $6.45B |
Commvault Systems, Inc.CVLT | 5.9% | 0.34% | 3.07% | 5.03% | 3.00% | 20.80% | 77.99% | -8.99% | -10.96% | $6.27B |
Couchbase, Inc.BASE | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | -2.13% | $1.32B |
PagerDuty, Inc.PD | 5.9% | 5.88% | 4.18% | 11.51% | 4.29% | -20.21% | 48.16% | -42.87% | -33.88% | $954.1M |
| Theme return | — | 0.83% | 1.78% | 5.68% | 4.07% | 26.52% | 50.31% | 62.68% | 36.18% | — |
| Average | 5.9% | 0.83% | 1.78% | 5.68% | 3.16% | 23.47% | 51.09% | 60.15% | 32.60% | $633.85B |
| Median | 5.9% | 0.47% | 2.33% | 6.01% | 2.41% | 13.52% | 31.64% | 44.93% | 24.75% | $50.51B |
| Std Dev | 0.0% | 1.31% | 1.98% | 4.30% | 4.45% | 35.18% | 49.25% | 65.34% | 48.31% | $1.27T |
| Min | 5.9% | 0.00% | -2.23% | 0.00% | -3.90% | -20.52% | -2.13% | -42.87% | -33.88% | $954.1M |
| Max | 5.9% | 5.88% | 5.53% | 13.81% | 14.81% | 97.81% | 140.26% | 187.82% | 135.45% | $4.35T |
| % Positive Tickers | 82.35% | 70.59% | 82.35% | 70.59% | 64.71% | 82.35% | 82.35% | 70.59% |
About this theme
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.