AKAM+42.22%5.9%
AMZN+13.02%5.9%
BASE-2.05%5.9%
CFLT+74.20%5.9%
CRWD+82.57%5.9%
CVLT-26.09%5.9%
DDOG+79.56%5.9%
ESTC+7.34%5.9%
FROG+95.85%5.9%
GOOG+65.32%5.9%
IBM-2.65%5.9%
INFA+0.20%5.9%
MSFT-4.73%5.9%
NET+49.39%5.9%
PANW+92.53%5.9%
PD-26.32%5.9%
SNOW+69.09%5.9%
As of Aug 24, 2026, 4:53 AM ET
AI '25: Cloud Platform & Software Constituents
Akamai Technologies, Inc.AKAM | 5.9% | 0.30% | -5.36% | -4.29% | -4.13% | 26.56% | 12.23% | 35.27% | 8.44% | -3.46% | 42.22% | $16.05B |
Alphabet Inc.GOOG | 5.9% | 1.05% | -0.36% | 7.10% | -4.18% | 8.91% | 9.74% | 115.13% | 104.85% | 143.35% | 65.32% | $4.15T |
Amazon.com, Inc.AMZN | 5.9% | -0.57% | -5.01% | 11.43% | -4.77% | 12.05% | 23.16% | 31.95% | 46.09% | 58.38% | 13.02% | $2.78T |
Cloudflare, Inc.NET | 5.9% | 5.07% | -4.53% | 11.79% | 5.05% | 48.65% | 70.20% | 145.14% | 255.80% | 136.06% | 49.39% | $104.05B |
Commvault Systems, Inc.CVLT | 5.9% | 1.66% | -4.03% | -5.97% | 13.59% | 6.74% | 57.28% | -19.58% | -12.32% | 73.60% | -26.09% | $5.55B |
Confluent, Inc.CFLT | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 2.48% | 1.04% | 28.54% | 45.08% | -44.44% | 74.20% | $11.08B |
Couchbase, Inc.BASE | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 44.93% | 30.65% | -44.42% | -2.05% | $1.32B |
CrowdStrike Holdings, Inc.CRWD | 5.9% | 0.85% | -13.50% | 4.73% | 0.57% | 63.79% | 106.41% | 106.68% | 182.76% | 212.37% | 82.57% | $195.45B |
Datadog, Inc.DDOG | 5.9% | 1.32% | -4.52% | -4.55% | -12.07% | 73.26% | 110.45% | 131.66% | 100.99% | 77.83% | 79.56% | $83.87B |
Elastic N.V.ESTC | 5.9% | 0.05% | 12.56% | 46.46% | 30.63% | 13.92% | 65.05% | -5.96% | -18.66% | -45.36% | 7.34% | $8.93B |
Informatica Inc.INFA | 5.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 39.66% | 0.94% | -14.52% | 0.20% | $7.54B |
International Business Machines CorporationIBM | 5.9% | 0.85% | -1.15% | 10.03% | 5.38% | -20.43% | -1.89% | -5.72% | 21.94% | 105.61% | -2.65% | $222.04B |
JFrog Ltd.FROG | 5.9% | 2.69% | 7.00% | 14.93% | 15.47% | 47.50% | 129.46% | 177.67% | 247.53% | 146.60% | 95.85% | $11.16B |
Microsoft CorporationMSFT | 5.9% | 0.43% | -4.08% | 26.60% | 3.99% | -0.08% | 23.04% | 26.46% | 16.18% | 63.03% | -4.73% | $3.59T |
PagerDuty, Inc.PD | 5.9% | 1.65% | 3.79% | 35.68% | 16.45% | -6.03% | 74.50% | -32.71% | -38.92% | -69.19% | -26.32% | $1.12B |
Palo Alto Networks, Inc.PANW | 5.9% | 2.38% | -6.76% | 10.53% | 7.85% | 94.28% | 140.31% | 106.65% | 104.06% | 476.33% | 92.53% | $291.66B |
Snowflake Inc.SNOW | 5.9% | 3.58% | -0.41% | 24.14% | 13.47% | 51.70% | 97.60% | 116.22% | 187.23% | 20.38% | 69.09% | $115.34B |
| Theme return | — | 1.25% | -1.55% | 7.19% | 4.93% | 29.52% | 53.87% | 66.53% | 75.77% | 105.74% | 43.55% | — |
| Average | 5.9% | 1.25% | -1.55% | 11.09% | 5.14% | 24.90% | 54.03% | 61.29% | 75.45% | 76.01% | 35.85% | $681.94B |
| Median | 5.9% | 0.85% | -1.15% | 10.03% | 3.99% | 12.05% | 57.28% | 39.66% | 45.08% | 63.03% | 42.22% | $83.87B |
| Std Dev | 0.0% | 1.44% | 5.62% | 14.31% | 10.00% | 31.35% | 48.00% | 61.60% | 90.21% | 127.36% | 41.62% | $1.33T |
| Min | 5.9% | -0.57% | -13.50% | -5.97% | -12.07% | -20.43% | -1.89% | -32.71% | -38.92% | -69.19% | -26.32% | $1.12B |
| Max | 5.9% | 5.07% | 12.56% | 46.46% | 30.63% | 94.28% | 140.31% | 177.67% | 255.80% | 476.33% | 95.85% | $4.15T |
| % Positive Tickers | 76.47% | 17.65% | 64.71% | 58.82% | 70.59% | 82.35% | 76.47% | 82.35% | 64.71% | 70.59% |
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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.